Load Reports

Load Reports show operational details across shipments.

What to review

Load number
Customer
Carrier
Origin and destination facility names
Pickup, delivery, booking, and load-created dates
Status
Equipment and load size
Trailer type or equipment filters
Revenue, cost, and margin
Broker, CSR, and assigned users
Currency for multi-currency teams
Billing and payment status
Document readiness such as proof of delivery

Workflow

Set filters for the question you are answering. Use Facility / Prospect Name to match an origin or destination, or use Origin Name and Destination Name for directional facility searches.
Review the table.
Use Broker or CSR filters when reviewing load ownership or service coverage.
Sort by the most important column, including pickup date, delivery date, booking date, or load-created date.
Export when needed. CSV exports include Origin Name and Destination Name.
Open individual loads to correct source data.

Common uses

Weekly operations review
Customer performance review
Carrier usage review
Lane analysis
Missing or delayed shipment review
Billing packet readiness review
AP and AR status review

Reconciliation

Use load exports to compare operational status against billing queues, settlements, invoices, aging, and cash flow. Check proof of delivery, accessorials, pay amounts, booking date, load-created date, pickup date, and delivery date when a load appears in the wrong report.