Reports
Reports give you visibility into your business — revenue, shipment volumes, outstanding invoices, and carrier performance — all filterable by date range.
Available reports
| Report | What it shows |
|---|---|
| Revenue Summary | Total revenue by period. Compares sell rates billed vs. buy rates paid to show gross margin. |
| Orders by Status | Count of orders in each status (Pending, Confirmed, In Transit, Delivered, Cancelled). |
| Shipment Volume | Number of shipments per period, broken down by transport mode. |
| Outstanding Invoices | All unpaid or partially paid invoices, grouped by customer and age (30/60/90+ days). |
| Customer Revenue | Revenue per customer for the selected period. Identifies top customers. |
| Carrier Spend | Total buy rate paid per carrier. Useful for renegotiating rates. |
| Profit by Order | Sell rate minus buy rate per order. Shows which lanes and customers are most profitable. |
Filtering reports
All reports support these filters:
- Date range — select a custom range, or use presets (This Month, Last Month, This Quarter, This Year).
- Customer — filter to a specific customer or show all.
- Carrier — filter to a specific carrier.
- Transport Mode — Road, Air, Sea, Rail, or All.
- Status — filter by order or invoice status.
Exporting
Every report can be exported to CSV for further analysis in Excel or Google Sheets. Click the Export button at the top right of any report.
Tip: Run the Outstanding Invoices report weekly and sort by age. Following up on invoices over 30 days old dramatically improves your cash flow.
Access: Reports are visible to staff with the Reports permission. By default, Admin and Manager roles have access; Staff and Accountant roles may be configured differently.