Reports
Run standard template reports, customize reports on the basis of your date parameters, data fields, etc., and customize, save and schedule reports to be e-mailed to you daily, weekly or monthly.
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To begin the report-building process, select from one of the following:
- Standard Reports
- Customized Reports
- Scheduled Reports
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View a list of reports you can create:
- Cargo Claims
- Invoice
- Manifest Shipment Status
- Service Days
- Shipment Exception
- Transit Analysis
After you select a report from the drop-down list, Choose Format appears, so you can create your report to view in your browser or send it in e-mail. The available formats include (all options may not be available for every report type):
- Browser
- HTML (preformatted report)
- Excel
- Email
- ASCII (comma-delimited file)
- CSV
- Excel
- HTML (preformatted report)
A description of the report that lists the default settings appears below the format field.
To complete your report, click one of the following:
- Run: Create the report in the format you selected, using the indicated default settings.
- Confirm: View the report attributes, then submit it.
- Create: Create a new report with different attributes.
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When you select a report from a drop-down list of your saved reports, the format automatically changes. If you created a custom description, it will display.
After selecting a saved report, click one of the following:
- Run the report, using the attributes you saved.
- Confirm report attributes before running it.
- Modify the attributes of the report.
- Create a new report, using attributes from the saved report.
- Delete a report.
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When you select a report from the drop-down list of scheduled reports, the format automatically changes. If you created a custom description, it will display.
After selecting a saved report, click one of the following:
- Confirm report attributes.
- Modify the saved report attributes.
- Delete the report.
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View your selected format if you created a new report or see the format of your saved report.
Select a new format from the drop-down list to change the format.
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Choose the criteria for your report. The options are
- Direction: inbound, outbound or third party. This direction is based on the role your locations play on the shipment. The default is outbound
- Claim Status: open, settled or both. The default is settled.
- Type of Claim: lists the types of claims to help you limit your report to a specific claim type. The default is all types (cause for claim).
- Date Type: the date the claim was received or settled. The default is date settled.
- Date Range: Provides preformatted date ranges to allow for automatic date selection when the report runs. You may also set a date range. The default is Current month to date. Cargo claims data is available for a rolling 18 months.
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Change the order of the data that appears on the report. The displayed order on the page is the default. You can select four different sort orders.
- Sort Criteria: Select the field by which your report will be sorted on the basis of the sort order.
- Sort Sequence: ascending or descending.
- Select Breaks: breaks the data on the basis of the field. For example, if you set the consignee state and the sort level and then you select YES for a break, the report will break at each state.
- Claims shown per page: List more or fewer claims on each page. The default is 30.
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Pick any data field from the Select From : lists on the left side to include in your report. A default group of data fields is provided to help you build your report.
How To Adjust Your Data Fields
- Add new field:
- Highlight a field name in the SELECT FROM box.
- Click ADD to put the field in the SELECTED: box.
- Remove a field:
- Highlight a field name in the SELECTED: box.
- Click REMOVE.
- Adjust Sort Order: Change the order in which the data appears on the report.
- Click a field that you want to move in the SELECTED: box.
- Click UP or DOWN to move the field.
- Remove all fields:
- Click the first data field in the SELECTED: box.
- Hold down the Shift key.
- Click the last data field; the entire list is highlighted.
- Click REMOVE.
- Preview displays a draft report with the column headers in the order that you selected, so you can review the format before you request your report.
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Further define your report by city/state and country, one or more of your specific locations or one or more of your vendors, suppliers or customers
- Shipper/Consignee/Third-Party criteria: Select a specific city/state, state or country to restrict your report. For example, if you wanted a report only for shippers in Akron, OH, you would enter Akron OH in the city/state field on the shipper line. The report then would show only shipments from Akron shippers.
- Select specific customer locations: Select one or many of your locations to restrict your report. For example, if you wanted a report for only one of your locations, click here to go to a new report location screen to select that location. If you save the report, that location will be saved in the report record, along with all the report attributes. Then, when you run this report, the data will be based only on the location you selected.
- Select specific vendor, supplier or business locations: Select one of your customers/suppliers/vendors from our database to restrict the shipments that appear. For example, if you wanted a report only for shipments going to ABC Company, 100 Main St, Akron, OH, click this option and associate the location with the report. The report then will show only claims on shipments to this customer.
Then, click to
- Confirm the report (view all report attributes) before running it,
- Run the report or
- Go Back to Reports to begin again.
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Save and/or run a custom report.
If you selected E-mail format from the initial report page, you may schedule a report to run automatically and send an e-mail to yourself or others.
- Report Name: You must enter a name if you want to save your report.
- Report Description: Enter additional descriptive details in this field (not required to save a report).
- Schedule report to run: Click a timeframe to run the report—daily, weekly or monthly. This selection appears only if you chose e-mail format on the initial report page.
- Primary e-mail: Your e-mail address automatically appears in this field. If you don't want the report, highlight and delete your e-mail address and then enter another address. This selection appears only if you chose e-mail format on the initial report page.
- Optional alternate e-mail: Send the report to another e-mail address. This selection appears only if you chose e-mail format on the initial report page.
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View the format from the initial screen if you created a new report or see the format of your saved report.
Select a new format from the drop-down list to change the format.
Remember, you will receive information only on shipments in which your company is the payor of the freight charges.
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Pick the selection criteria for your report.
- Date Type: Payment due, pickup or delivery date. The date type that you choose defines the date to be used to select invoices for the report. The default is payment due date.
- Date Range: Provides preformatted date ranges to allow for automatic date selection when the report runs. You may also set a date range. The default is today only.
- Service: To limit your report to show only invoices from a specific service (i.e., expedited), click the drop-down, then pick a service. The default is all shipments
- Payment Activity: No payment, partial payment (balance due) or paid in full. The payment activity you choose helps define which invoices we will include in the report. One or more activities may be chosen for a report. The default is no payments and partial payments.
- Payor: Shipper, consignee, payor for the shipper or payor for the consignee. The payor option you choose will help define which invoices we will include in the report. You may choose one or more for a report. The default is shipper, consignee, payor for shipper and payor for consignee.
- Bill Type: All or correction type drop-down list. If you select All, all invoices (including corrections) will appear on the report. If you select a correction type, the report will show only invoices having the correction type you chose. The default is all.
- Currency Conversion: Change the invoice dollars to a different currency. The default is USA.
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Change the order in which the report data appears. The displayed order on the page is the default. Select from five different sort orders.
- Sort Criteria: Select the field by which your report will be sorted on the basis of the sort order.
- Sort Sequence: ascending or descending.
- Invoices shown per page: List more or fewer invoices on a page. The default is 30.
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Pick any data field from the Select From: lists on the left side to include in your report. We provide a default group of data fields to help you build your report.
How To Adjust Your Data Fields
- Add new field:
- Highlight a field name in the Select From box.
- Click Add to put the field in the Selected: box.
- Remove a field:
- Highlight a field name in the Selected: box.
- Click Remove.
- Adjust Sort Order: Change the order in which the data appears on the report.
- Click a field that you want to move in the Selected: box.
- Click Up or Down to move the field.
- Remove all fields:
- Click the first data field in the Selected: box.
- Hold down the Shift key.
- Click the last data field; the entire list is highlighted.
- Click Remove.
- Preview displays a draft report with the column headers in the order that you selected, so you can review the format before you request your report.
top
Further define your report by city/state and country, one or more of your specific locations or one or more of your vendors, suppliers or customers.
- Shipper/Consignee/Third-Party criteria: Select a specific city/state, state or country to restrict your report. For example, if you wanted a report only for shippers in Akron, OH, you would enter Akron OH in the city/state field on the shipper line. The report then would show only shipments from Akron shippers.
- Select specific customer locations: Select one or many of your locations to restrict your report. For example, if you wanted a report for only one of your locations, click here to go to a new report location screen to select that location. If you save the report, that location will be saved in the report record, along with all the report attributes. Then, when you run this report, the data will be based only on the location you selected.
- Select specific vendor, supplier or business locations: Select one of your customers/suppliers/vendors from our database to restrict the shipments that appear. For example, if you wanted a report only for shipments going to ABC Company, 100 Main St, Akron, OH, click this option and link the location to the report. The report then will show only claims on shipments to this customer.
Then, click the appropriate button to
- Confirm the report (view all report attributes) before running it,
- Run the report or
- Go Back to Reports to begin again.
top
Save and/or run a custom report.
If you selected e-mail format from the initial report page, you may schedule a report to run automatically and send an e-mail to yourself or others.
- Report Name: You must enter a name if you want to save your report.
- Report Description: Enter additional descriptive details in this field (not required to save a report).
- Schedule report to run: Click a timeframe to run the report—daily, weekly or monthly. This selection appears only if you chose e-mail format on the initial report page.
- Primary e-mail: Your e-mail address automatically appears in this field. If you don't want the report, highlight and delete your e-mail address and then enter another address. This selection appears only if you chose e-mail format on the initial report page.
- Optional alternate e-mail: Send the report to another e-mail address. This selection appears only if you chose e-mail format on the initial report page.
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View the format from the initial screen if you created a new report or see the format of your saved report.
Select a new format from the drop-down list to change the format.
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Choose the criteria for your report:
- Status: Delivered or undelivered. The default is delivered and undelivered.
- Appointments: All shipments or appointments only. Create a report that contains only shipments in which appointments have been scheduled. The default is all shipments.
- Date Type: Due date, pickup date or delivery date. The default is pickup date.
- Date Range: Provides preformatted date ranges to allow for automatic date selection when the report runs. You may also set a date range. The default is previous 7 days.
- Service: To limit your report to show only invoices from a specific service (i.e., expedited), click the drop-down, then pick a service. The default is all shipments.
- Direction: inbound, outbound or third party. Direction is based on the role your locations play in the shipment. You may select one or more for your report. The default is inbound.
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Change the order in which the report data appears. The displayed order on the page is the default. Select from four different sort orders.
- Sort Criteria: Select the field by which your report will be sorted on the basis of the sort order.
- Sort Sequence: ascending or descending.
- Select Breaks: breaks the data on the basis of the field. For example, if you set the consignee state and the sort level and then you select YES for a break, the report will break at each state.
- Manifests shown per page: List more or fewer manifests on each page. The default is 30.
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Pick any data field from the Select From: lists on the left side to include in your report. We provide a default group of data fields to help you build your report.
How To Adjust Your Data Fields
- Add new field:
- Highlight a field name in the Select From box.
- Click Add to put the field in the Selected: box.
- Remove a field:
- Highlight a field name in the Selected: box.
- Click Remove.
- Adjust Sort Order: Change the order in which the data appears on the report.
- Click a field that you want to move in the Selected: box.
- Click Up or Down to move the field.
- Remove all fields:
- Click the first data field in the Selected: box.
- Hold down the Shift key.
- Click the last data field; the entire list is highlighted.
- Click Remove.
- Preview displays a draft report with the column headers in the order that you selected, so you can review the format before you request your report.
top
Further define your report by city/state and country, one or more of your specific locations or one or more of your vendors, suppliers or customers.
- Shipper/Consignee/Third-Party criteria: Select a specific city/state, state or country to restrict your report. For example, if you wanted a report only for shippers in Akron, OH, you would enter Akron OH in the city/state field on the shipper line. The report then would show only shipments from Akron shippers.
- Select specific customer locations: Select one or many of your locations to restrict your report. For example, if you wanted a report for only one of your locations, click here to go to a new report location screen to select that location. If you save the report, that location will be saved in the report record, along with all the report attributes. Then, when you run this report, the data will be based only on the location you selected.
- Select specific vendor, supplier or business locations: Select one of your customers/suppliers/vendors from our database to restrict the shipments that appear. For example, if you wanted a report only for shipments going to ABC Company, 100 Main St, Akron, OH, click this option and link the location to the report. The report then will show only claims on shipments to this customer.
Then, click the appropriate button to
- Confirm the report (view all report attributes) before running it,
- Run the report or
- Go Back to Reports to begin again.
top
Save and/or run a custom report.
If you selected e-mail format from the initial report page, you may schedule a report to run automatically and send an e-mail to yourself or others.
- Report Name: You must enter a name if you want to save your report.
- Report Description: Enter additional descriptive details in this field (not required to save a report).
- Schedule report to run: Click a timeframe to run the report—daily, weekly or monthly. This selection appears only if you chose e-mail format on the initial report page.
- Primary e-mail: Your e-mail address automatically appears in this field. If you don't want the report, highlight and delete your e-mail address and then enter another address. This selection appears only if you chose e-mail format on the initial report page.
- Optional alternate e-mail: Send the report to another e-mail address. This selection appears only if you chose e-mail format on the initial report page.
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The Service Days report delivers estimated service times for up to 10 U.S./Canadian origin ZIP/postal codes to all our outbound, service centers in the continental United States and Canada.
View the format from the initial screen if you created a new report or see the format of your saved report.
Select a new format from the drop-down list to change the format.
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Enter up to 10 U.S./Canada origin ZIP/postal codes. Click City/ZIP lookup for help in determining ZIP and postal codes.
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Pick any data field from the Select From: lists on the left side to include in your report. We provide a default group of data fields (already in the selected list) to help you build your report.
How To Adjust Your Data Fields
- Add new field:
- Highlight a field name in the Select From box.
- Click Add to put the field in the Selected: box.
- Remove a field:
- Highlight a field name in the Selected: box.
- Click Remove.
- Adjust Sort Order: Change the order in which the data appears on the report.
- Click a field that you want to move in the Selected: box.
- Click Up or Down to move the field.
- Remove all fields:
- Click the first data field in the Selected: box.
- Hold down the Shift key.
- Click the last data field; the entire list is highlighted.
- Click Remove.
- Preview displays a draft report with the column headers in the order that you selected, so you can review the format before you request your report.
Then, click the appropriate button to
- Confirm the report (view all report attributes) before running it,
- Run the report or
- Go Back to Reports to begin again.
top
Save and/or run a custom report.
If you selected e-mail format from the initial report page, you may schedule a report to run automatically and send an e-mail to yourself or others.
- Report Name: You must enter a name if you want to save your report.
- Report Description: Enter additional descriptive details in this field (not required to save a report).
- Reports run monthly or you may run a report any time by clicking Run on this page.
- Primary e-mail: Your e-mail address automatically appears in this field. If you don't want the report, highlight and delete your e-mail address and then enter another address. This selection appears only if you chose e-mail format on the initial report page.
- Optional alternate e-mail: Send the report to another e-mail address. This selection appears only if you chose e-mail format on the initial report page.
top
View the format from the initial screen if you created a new report or see the format of your saved report.
Select a new format from the drop-down list to change the format.
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Choose the criteria for your report.
- Exception Type: Select an exception from the drop-down list to display only shipments with that type of exception. The default is damaged.
- Status: delivered or undelivered. The default is delivered and undelivered.
- Appointments: All shipments or appointments only. Create a report that contains only shipments in which appointments have been scheduled. The default is all shipments.
- Date Type: Due date, pickup date or delivery date. The default is pickup date.
- Date Range: The drop-down menu provides preformatted date ranges to allow for automatic date selection when the report runs. Or you may enter a date range. The default is previous 7 days.
- Service: To limit your report to show only invoices from a specific service (i.e., expedited), click the drop-down menu, then pick a service. The default is all shipments.
- Direction: inbound, outbound or third party. Direction is based on the role your locations play in the shipment. You may select one or more for your report. The default is inbound.
top
Change the order in which the report data appears. The displayed order on the page is the default. Select from four different sort orders.
- Sort Criteria: Select the field by which your report will be sorted on the basis of the sort order.
- Sort Sequence: ascending or descending.
- Select Breaks: breaks the data on the basis of the field. For example, if you set the consignee state and the sort level and then you select YES for a break, the report will break at each state.
- Shipments shown per page: List more or fewer shipments on each page. The default is 30.
top
Pick any data field from the Select From: lists on the left side to include in your report. We provide a default group of data fields to help you build your report.
How To Adjust Your Data Fields
- Add new field:
- Highlight a field name in the Select From: box.
- Click Add to put the field in the Selected: box.
- Remove a field:
- Highlight a field name in the Selected: box.
- Click Remove.
- Adjust Sort Order: Change the order in which the data appears on the report.
- Click a field that you want to move in the Selected: box.
- Click Up or Down to move the field.
- Remove all fields:
- Click the first data field in the Selected: box.
- Hold down the Shift key.
- Click the last data field; the entire list is highlighted.
- Click Remove.
- Preview displays a draft report with the column headers in the order that you selected, so you can review the format before you request your report.
top
Further define your report by city/state and country, one or more of your specific locations or one or more of your vendors, suppliers or customers.
- Shipper/Consignee/Third-Party criteria: Select a specific city/state, state or country to restrict your report. For example, if you wanted a report only for shippers in Akron, OH, you would enter Akron OH in the city/state field on the shipper line. The report then would show only shipments from Akron shippers.
- Select specific customer locations: Select one or many of your locations to restrict your report. For example, if you wanted a report for only one of your locations, click here to go to a new report location screen to select that location. If you save the report, that location will be saved in the report record, along with all the report attributes. Then, when you run this report, the data will be based only on the location you selected.
- Select specific vendor, supplier or business locations: Select one of your customers/suppliers/vendors from our database to restrict the shipments that appear. For example, if you wanted a report only for shipments going to ABC Company, 100 Main St, Akron, OH, click this option and link the location to the report. The report then will show only claims on shipments to this customer.
Then, click the appropriate button to
- Confirm the report (view all report attributes) before running it,
- Run the report or
- Go Back to Reports to begin again.
top
Save and/or run a custom report.
If you selected e-mail format from the initial report page, you may schedule a report to run automatically and send an e-mail to yourself or others.
- Report Name: You must enter a name if you want to save your report.
- Report Description: Enter additional descriptive details in this field (not required to save a report).
- Schedule report to run: Click a timeframe to run the report—daily, weekly or monthly. This selection appears only if you chose e-mail format on the initial report page.
- Primary e-mail: Your e-mail address automatically appears in this field. If you don't want the report, highlight and delete your e-mail address and then enter another address. This selection appears only if you chose e-mail format on the initial report page.
- Optional alternate e-mail: Send the report to another e-mail address. This selection appears only if you chose e-mail format on the initial report page.
top
View the format from the initial screen if you created a new report or see the format of your saved report.
Select a new format from the drop-down list to change the format.
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Choose the criteria for your report.
- Direction: inbound, outbound or third party. Direction is based on the role your locations play in the shipment. You may select one or more for your report. The default is outbound.
- Payment Terms: prepaid and collect. You may select one or both terms
- Report Type: Create detailed or summary reports—detail report, state summary or shipment/weight/revenue report. The default is detail report.
- Date Type: Due date, pickup date or delivery date. The default is pickup date.
- Date Range: The drop-down menu provides preformatted date ranges to allow for automatic date selection when the report runs. Or you may enter a date range. The default is previous calendar month.
- Service: To limit your report to show only invoices from a specific service (i.e., expedited), click the drop-down list, then pick a service. The default is all shipments.
top
Change the order in which the report data appears. The displayed order on the page is the default. Select from four different sort orders.
- Sort Criteria: Select the field by which your report will be sorted on the basis of the sort order.
- Sort Sequence: ascending or descending.
- Select Breaks: breaks the data on the basis of the field. For example, if you set the consignee state and the sort level and then you select YES for a break, the report will break at each state.
- Shipments shown per page: List more or fewer shipments on each page. The default is 30.
top
Pick any data field from the Select From: lists on the left side to include in your report. We provide a default group of data fields to help you build your report.
How To Adjust Your Data Fields
- Add new field:
- Highlight a field name in the Select From: box.
- Click Add to put the field in the Selected: box.
- Remove a field:
- Highlight a field name in the Selected: box.
- Click Remove.
- Adjust Sort Order: Change the order in which the data appears on the report.
- Click a field that you want to move in the Selected: box.
- Click Up or Down to move the field.
- Remove all fields:
- Click the first data field in the Selected: box.
- Hold down the Shift key.
- Click the last data field; the entire list is highlighted.
- Click Remove.
- Preview displays a draft report with the column headers in the order that you selected, so you can review the format before you request your report.
top
Further define your report by city/state and country, one or more of your specific locations or one or more of your vendors, suppliers or customers.
- Shipper/Consignee/Third-Party criteria: Select a specific city/state, state or country to restrict your report. For example, if you wanted a report only for shippers in Akron, OH, you would enter Akron OH in the city/state field on the shipper line. The report then would show only shipments from Akron shippers.
- Select specific customer locations: Select one or many of your locations to restrict your report. For example, if you wanted a report for only one of your locations, click here to go to a new report location screen to select that location. If you save the report, that location will be saved in the report record, along with all the report attributes. Then, when you run this report, the data will be based only on the location you selected.
- Select specific vendor, supplier or business locations: Select one of your customers/suppliers/vendors from our database to restrict the shipments that appear. For example, if you wanted a report only for shipments going to ABC Company, 100 Main St, Akron, OH, click this option and link the location to the report. The report then will show only claims on shipments to this customer.
Then, click the appropriate button to
- Confirm the report (view all report attributes) before running it,
- Run the report or
- Go Back to Reports to begin again.
top
Save and/or run a custom report.
If you selected e-mail format from the initial report page, you may schedule a report to run automatically and send an e-mail to yourself or others.
- Report Name: You must enter a name if you want to save your report.
- Report Description: Enter additional descriptive details in this field (not required to save a report).
- Schedule report to run: Click a timeframe to run the report—daily, weekly or monthly. This selection appears only if you chose e-mail format on the initial report page.
- Primary e-mail: Your e-mail address automatically appears in this field. If you don't want the report, highlight and delete your e-mail address and then enter another address. This selection appears only if you chose e-mail format on the initial report page.
- Optional alternate e-mail: Send the report to another e-mail address. This selection appears only if you chose e-mail format on the initial report page.
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Search and restrict your report to a single location or group of locations of your vendors, suppliers or customers. Then, save and store the selected locations, so whenever your report runs, your locations will be included.
Enter Search Criteria
- To begin a search, enter one of the following:
- Name Only searches to associate all your corporate locations in our database with your report.
- Name (full or partial) with any one of the following:
- city/state/ZIP
- state only
- ZIP code only
- Click Search; locations that meet your criteria display with a check box next to each entry.
Working With Selected Locations in Search Results
Add to Selected Locations:
- Click the box next to the location(s) you want in the report.
- Click Add to List; the location(s) move to the Selected Location(s) list.
Enter more locations by clearing your search criteria, adding new names,
etc., then searching again.
Remove Selected Locations:- Click the box next to the location(s) you would like removed from the list.
- Click Remove From List.
Save Locations to Report or E-Tracking Profile: After you have finished adding locations to your selected locations list, click Save to associate the locations with your report.
To end the process without saving your changes, click Cancel to return to the report selection page.
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e-mail
800-548-0435