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Custom Reports Modifications [, 5 min. read]

Streamlined Reporting: Trips & Loads

Great news! We’ve revamped our Reports to enable users to customize their experience. Now, you will find Trips and Loads reports on separate pages, making it easier for you to access and analyze the data that matters most to you.

  • Trips Custom Report: A dedicated space for all your trip-related data. Check it out here.
  • Loads Custom Report: Tailored for a detailed view of your load data. Visit the new report here.

We’ve redesigned these pages for clarity and convenience, allowing you to switch effortlessly between Trips and Loads data.

Enhanced User Interface

In the Loads Custom Report, we’ve moved the “Import” and “Imported” buttons to the top right of the table. This new placement ensures that these essential features are always within reach.

Simplified Data Columns

To streamline your reporting experience, we’ve removed the following columns from both Trips and Loads reports:

  • Loaded Miles
  • Empty Miles
  • Total Miles

This change is aimed at focusing on the most relevant data, making your reports more concise and easier to interpret.

Improved Report Customization

We’ve also optimized our report features. The “By Trip/By Load” toggle switch is no longer necessary, thanks to our new, separate report pages. Plus, we’ve reallocated certain buttons like “Import” and “Imported” exclusively to the Loads Custom Report for better report customization. Updated column names on both Trips and Loads Custom Reports:

Current NameNew Name
Paid Loaded MilesLoaded Dispatch Mileage
Paid Empty MilesEmpty Dispatch Mileage
Paid Total MilesTotal Dispatch Mileage
Billable AmountCustomer Revenue
Billable AccessorialsCustomer Accessorials
External Board RatePosted Carrier Rate
Payable AmountDriver Rate
Payable AccessorialsDriver Accessorials
Pick DateScheduled Pickup
Drop DateScheduled Delivery
Customer RateCustomer Freight Charge
Carrier RateCarrier Rate
Amount PaidCustomer Payments
Paid DateCustomer Payment Date
Due DateCustomer Due Date
Funded AmountFactoring Payments
Funded Amount FeeFactoring Fee
Escrow Amount Factoring Escrow
Sales Commissionable AmountCommissionable Amount
Last Check CallLast Check Call
Date DispatchedDispatched Date
Invoice DateInvoiced Date
Sales DifferenceGross Margin
Payable DetentionCarrier Detention
Payable LumperCarrier Lumper
Payable Late FeeCarrier Late Fee Reimbursement
Payable Other AccessorialsCarrier Other Accessorials
Receivable DetentionCustomer Detention
Receivable LumperCustomer Lumpers
Receivable Late FeeCustomer Late Fees
Receivable Other AccessorialsCustomer Other Accessorials
Base RateCustomer Linehaul
Fuel SurchargeCustomer Fuel Surcharge
Carrier Bill Due DateCarrier Invoice Due Date
The labels on the totals displayed at the table footer have been updated and clarified for better understanding.
Current NameNew Name
Billable TotalTotal Customer Revenue
Carrier TotalTotal Carrier Rate
Sales MarginGross Margin %
Sales DiffGross Margin
Trip Value TotalTotal Trip Value
Loaded RPMAvg. Loaded RPM
Total RPMAvg. Total RPM

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