Introduction
Custom Reports in Shipper TMS let you generate tailored reports using real-time data from your account. Whether you're analyzing delivery trends, evaluating carrier performance, or tracking load statuses, these flexible reports help you focus on the metrics that matter most to your business.
How to Create a Custom Report in Shipper TMS
Follow the steps below to generate and customize reports based on your specific needs.
Step 1: Log in to Shipper TMS
Visit shipper.superdispatch.com and sign in with your Shipper TMS credentials.
Step 2: Open the Reports Tab
Click the Reports tab at the bottom of the left-hand menu.
Step 3: Select an Email Address
Choose the email address where you want the report delivered. This is where the report file will be sent once generated.
Step 4: Set Filtering Options
Use the available filters to define which loads are included in the report:
- Creation Date – Filter by the date the load was created.
- Accepted Date – Filter by the date the load was accepted by a carrier.
- Scheduled Delivery Date – Filter by the originally scheduled delivery date.
- Delivered On Date – Filter by the actual delivery date.
Step 5: Choose Sort Order and Load Status
Use the Sort By dropdown to organize how data appears in the report. You can also narrow results by selecting a specific Order Status (for example, New, Picked Up, or Delivered).
Step 6: Select Fields for the Report
On the right-hand side of the screen, select the fields you want included in your report:
- Uncheck any fields you don't want for a cleaner output.
- Click the checkbox at the top of a section (like Report Content) to select or deselect all fields in that category.
Step 7: Send or Save the Report
- To Send: Click Send Report to generate a one-time report and deliver it to the selected email address.
- To Save: Click Save to store the report as a reusable template. You can give the report a name so you can easily find and reuse it later.
Step 8: Save a New Report Template
If you've changed the fields or filters and want to save them as a new template, click Save as New and give the report a custom name.
Step 9: Open and Review the Report
Once the report arrives in your email, open it in Excel, Google Sheets, or another spreadsheet tool to review the data.
Troubleshooting: Report Shows Blank or Missing Data
Too Many Filters Are Applied
Applying several filters at the same time — especially Filter by Actual Delivery Period, Filter by Creation Period, Assigned to Drivers, and Dispatcher together — can cause the report to return no results at all. Each filter narrows the data further, and when they conflict, nothing matches all of the conditions at once.
What to do: Remove all filters and run the report with no filters first. Then add one filter at a time until you find the combination that works for your needs.
Conflicting Date Filters Are Excluding Your Orders
A common cause of missing data is filtering by both Creation Period and Actual Delivery Period at the same time. If an order was delivered within your selected delivery period but created before your selected creation period, it won't appear in the report — even if you selected all fields.
Example: You set a creation date of October 1–31 and a delivery date of October 1–31. Any order that was created in September but delivered in October will be excluded because its creation date falls outside the filter range.
What to do: Use only one date filter at a time. If you want to see delivered orders, filter by Actual Delivery Period only and remove the creation date filter.