Reports

Reports help teams review revenue, loads, commissions, aging, pay holds, cash flow, and reconciliation.

Report types

• Revenue Reports
• Load Reports
• Commission Reports
• Aging Reports
• Pay Holds Report
• Cash Flow
• Audit Reports

Using reports

1. Choose the report that matches the question.
2. Confirm the selected Teams view when team controls are shown.
3. Set date range and filters.
4. Review totals and table details.
5. Export when needed.
6. 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.