Reports
One screen showing how the business is doing: volume, delivery performance, revenue, costs and margin.
Choosing the period and currency
- Period: This Week, This Month, This Quarter or This Year. Periods use your workspace timezone.
- Currency: if you bill in more than one currency, choose which one to report on. Amounts are never mixed or converted between currencies.
Summary cards
| Card | What it shows |
|---|---|
| Shipments | Shipments created in the period. |
| Delivered | Of those, how many are delivered. |
| Delivery Rate | Delivered ÷ shipments, as a percentage. |
| Revenue | Total of receivable invoices issued in the period (sent, part-paid or paid; drafts and cancelled are left out). |
| Costs | Total of payable invoices issued or approved in the period. |
| Net Profit | Revenue − Costs. |
| Margin | Net Profit ÷ Revenue, as a percentage. |
Tip: revenue and costs come from invoices, not quotes. For accurate margins, enter your carrier and vendor bills as payable invoices.
Charts
- Shipments by Status: a donut chart of where your shipments are right now.
- Revenue by Customer: your biggest customers in the period.
- Monthly trend: shipment count and revenue for the last 6 months.
- Top Carriers: the carriers moving the most shipments.
IFTA fuel-tax report (US and Canada)
US and Canadian trucking companies file an IFTA return every quarter: the distance driven and fuel bought in each state or province. Open Reports → IFTA report.
- Choose the quarter and your fleet: the carrier record that holds your own trucks. Optionally pick one truck.
- Distance per state or province is worked out automatically from the GPS trails drivers record in the Optrix Driver app. Poor readings and parked jitter are ignored.
- Enter every fuel purchase for the quarter: date, truck, state or province, gallons or litres, and amount. You can take these from receipts or a fuel-card statement.
- The report shows, for each jurisdiction, the distance, fuel bought, taxable fuel (distance ÷ fleet MPG) and net taxable fuel. A positive number means tax is due there; a negative one is a credit. Click Export CSV and copy the figures into your base jurisdiction's IFTA portal, which applies the tax rates.
Check before filing. The report warns about loads that moved without GPS (add those miles from trip records), long GPS gaps, and distance outside the US and Canada. Results are only as complete as your drivers' use of the app.
US workspaces always report in miles and US gallons. Canadian workspaces report in kilometres and litres, unless Settings uses miles. Alaska, Hawaii, DC and the territories aren't IFTA jurisdictions, so they're listed separately.
Access
Reports need the view-reports permission. Admins always have it; grant it to other roles in Settings → User permissions.
Last updated September 2026 · Something unclear or out of date? Tell us.