Report Analysis

Step 1: Access the Reports Tab Navigate to the "Reports" tab.

Navigate to the "Reports" tab.

Step 2: Select a Timeframe

Choose the desired timeframe for all your reports to pull from by selecting from the options in the dropdown box on the top left (day, week, month, year, etc.).

Step 3: Filter for Delivered Loads

To view only loads that have been delivered, check the "Delivered Only" box in the top right corner. If not selected, you will see all loads for the time period chosen.

Step 4: Customize the Graph

A menu located between "Delivered Only" and the filter button allows you to choose whether the graph displays time by day, week, or month on the horizontal axis.

Step 5: Filter all Reports

Filter all reports by a specific Customer, Carrier, Broker, Salesperson, Origin, or Destination.

Step 6: Choose Breakdown Metrics

Use the dropdown menu to select how you would like to rank the following metrics:

Customer Breakdown

Carrier Breakdown

Sales Rep Breakdown

Broker Breakdown

The system will list the top fields for each category based on your selection.