Introduction

In Carrier TMS, you have the ability to generate custom reports for detailed business data analysis using a wide range of criteria. This feature provides you with flexibility, allowing you to filter and organize your data to create specific reports that cater to your business needs. Whether you’re tracking load statuses, driver performance, or financial data, you can customize these reports to extract the exact information you need for more effective decision-making and streamlined operations.

How to Generate Custom Reports in Carrier TMS

Step 1: Access Reports

In your dashboard, navigate to the Reports section.

Step 2: Custom Reports

Select Custom Reports.

Step 3: Select Report Criteria

Choose from the following options to customize your report:

Enter your email address where you want the report to be sent.
Select “Filter By Creation Period” to narrow down the report by the creation date of the loads.
Select “Filter by Actual Delivery Period” to filter the report by the delivery date of the loads.
Order By: Choose either Creation Date or Delivery Date.
Include: Select All, Active, or Archived loads.
Status: Choose All, New, Picked Up, or Delivered.
Select Either No Driver (Loads without an assigned driver) or Deleted Drivers.
Select your Drivers under Assigned to Active Drivers.
Choose Inactive Drivers if needed.
Select your Dispatchers to be included in the report.

Step 4: Export Fields

Fields to Export: Use checkboxes to select from options like:
- Load ID, Internal Load ID, Pickup/Delivery address, Pickup/Delivery date
- VIN #, Rate, Broker Fee, Payment Terms, Paid Amount, Payment Status
- Invoice #, Invoice Date, Broker, Driver, Dispatcher, and more.

Step 5: Generate the Report

Click the Send Report button.
An Excel (.csv) file will be generated and sent to your default company email address.

Note: This is the same as your login email.

If you need to change the email address for the report, you can update it in the Edit Profile section under Billing/Accounting email.

Need Help?

Should you have any further questions or need additional assistance, please feel free to contact our support team at any time. You can reach us via email at [email protected], or simply click on the chat icon in the bottom right-hand corner of your screen to start a conversation with us. We’re here to help and look forward to assisting you!