Domestic

Domestic Export – Reports

Domestic export reports.

Six report cards: Rate Quote, Booking, W/O Profit & Loss, Status Audit, Invoice and Bill reports.

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The screen

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What each number means

  1. 1
    Domestic Export • Reports

    Pick a report to drill into quotes, work orders, P&L, milestones, invoices and bills.

  2. 2
    PRO / LIVE badge

    PRO = advanced analytics report; LIVE = real-time data.

  3. 3
    Rate Quote Report

    Domestic export quotation analytics — open / lost / converted with revenue impact.

  4. 4
    Booking Report

    Bookings deep-dive across customers, lanes and truckers.

  5. 5
    W/O Profit & Loss Report

    Realised AR vs. AP per work order with running margin.

  6. 6
    Status Audit Report

    Dispatch / pickup / arrival / invoicing milestones per work order.

  7. 7
    Invoice Report

    Customer invoices with aging buckets and payment status.

  8. 8
    Bill Report

    Vendor bills, aging and payable position.

  9. 9
    Open report

    Opens the report with its filters.

Hover a number to highlight its explanation. Click the screenshot to zoom.

All 6 Domestic Export reports explained

Two PRO reports (Rate Quote, Booking) and four LIVE reports (W/O Profit & Loss, Status Audit, Invoice, Bill). Each red number explains one part of the page or one report.

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What each number means

  1. 1
    Page title

    Domestic Export • Reports — the list of every report for domestic export work orders.

  2. 2
    Page description

    Tells you what these reports cover: rate quotes, work orders, P&L, status milestones, invoices and bills.

  3. 3
    PRO label

    PRO reports are advanced analytics available on the Pro plan.

  4. 4
    LIVE label

    LIVE reports read today's data in real time.

  5. 5
    Rate Quote Report

    Domestic export quotations split into open, lost and converted, with the revenue each one represents.

  6. 6
    Booking Report

    A deep-dive on domestic export bookings by customer, lane and trucker.

  7. 7
    W/O Profit & Loss Report

    For each work order, money billed to the customer (AR) against money owed to vendors (AP), with a running margin.

  8. 8
    Status Audit Report

    Tracks each work order through dispatch, pickup, arrival and invoicing so you can see what is late.

  9. 9
    Invoice Report

    Customer invoices with aging buckets (how many days overdue) and whether they have been paid.

  10. 10
    Bill Report

    Vendor bills, their aging and how much you still owe (payable position).

  11. 11
    Open report

    Click Open report on any card to run that report and see its filters and results.

Key areas

1

Report cards

PRO / LIVE badge, description and Open report link.

How to use it

  1. 1Open Domestic → Export → Reports.
  2. 2Click Open report on a card.