Reports
Choose a report by the question you need to answer. Available reports depend on your permissions and the features enabled for your organization.
Choose a report
| Report | Use it to |
|---|---|
| Revenue & Expenses | Review revenue, carrier pay, vendor expenses, and margin trends. |
| Commission Reports | Review commissionable activity by employee, role, and load. |
| Load Reports | Review load counts, shipment details, status, and operational performance. |
| Load Compliance | Find loads with missing, pending, rejected, or approved documents and review their readiness for billing. |
| Spot Quotes | Compare quote funnel, win rate, response timing, and margin by user, customer, or lane. |
| Pay Holds & Claims | Review payment holds and claims by load, carrier, reason, and status. |
| AR/AP Aging | Review outstanding customer receivables and carrier payables by aging bucket. |
| Cash Flow Forecast | Project customer inflows and carrier outflows, compare timing scenarios, and review liquidity risk. |
| Audit Activity | Find who changed a record, what changed, and related business, security, payment, or integration events. |
Using reports
- Choose the report that matches the question.
- Confirm the selected Teams view when team controls are shown.
- Set date range and filters.
- Review totals and table details.
- Export when needed.
- Compare against source loads, invoices, or payments when something looks off.
Common filters
- Date range
- Teams when multiple teams are available
- Customer
- Carrier
- Sales representative
- Broker
- Load status
- Trailer type or equipment
- Currency for multi-currency teams
- Origin and destination
- AR or AP status
- Hold status
- Payment status
Best practices
Use reports for review and decision-making, then open the source load, customer, carrier, invoice, settlement, or payment for corrections. Use exports for month-end review, payment reconciliation, and customer or carrier follow-up.
When reviewing cross-team performance, switch Teams to All teams before exporting or comparing totals.
Use Audit Reports when you need to review who changed a record, what changed, or which integration produced an event.