Load Reports

Load Reports show operational details across shipments.

What to review

• Load number
• Customer
• Carrier
• Pickup and delivery details
• Status
• Equipment and load size
• Trailer type or equipment filters
• Revenue, cost, and margin
• Assigned users
• Currency for multi-currency teams
• Billing and payment status
• Document readiness such as proof of delivery

Workflow

1. Set filters for the question you are answering.
2. Review the table.
3. Sort by the most important column.
4. Export when needed.
5. 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, and dates when a load appears in the wrong report.