Revenue Reports

Revenue Reports show financial performance across selected dates, statuses, entities, and currencies.

What to review

Revenue totals
Margin
Customer performance
Carrier performance
Lane trends
Trailer type or equipment filters
Status-based differences
Currency-specific totals
Invoice, payment, and factoring status when reconciling revenue

Workflow

Select the date range.
Choose load statuses to include.
Apply customer, carrier, or user filters.
Review summary cards and charts.
Drill into table details.
Export when needed.

Reconciliation tips

If totals look wrong, check whether the load status, delivery date, invoice date, customer pay, carrier pay, factoring status, payment status, or currency differs from what you expected. Compare exported rows against source loads and invoice records before adjusting totals.