Revenue Reports

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

What to review

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

Workflow

1. Select the date range.
2. Choose load statuses to include.
3. Apply customer, carrier, broker, CSR, or user filters.
4. Review summary cards and charts.
5. Drill into table details.
6. Export when needed.

Reconciliation tips

Vendor expenses reduce total margin. When a load has pay or expense amounts in mixed currencies that cannot be summed safely, margin may be unavailable instead of converted or estimated.

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