Introduction
Custom Reports in Shipper TMS give you the power to 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 www.superdispatch.com and log in using your Shipper TMS credentials.
Step 2: Open the Reports Tab
Once logged in, click the Reports tab located at the bottom of the left-hand menu.
Step 3: Select an Email Address
Choose the email address where you want the report to be 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 should be 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 the data appears in the report. You can also narrow results by selecting a specific Order Status (e.g., New, Picked Up, Delivered).
Step 6: Select Fields for the Report
On the right-hand side of the screen, select the fields you want to include in your report:
- Uncheck any fields you do not want included for a cleaner output.
- Click the checkbox at the top of a section (like "Report Content") to select or deselect all fields within 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.
Note: You can also enter a report name if you choose to save. This will allow you to easily identify the report and come back to it later.
Step 8: Save a New Report Template
If you've made changes to the fields or filters and want to save it as a new template, click Save as New and give the report a custom name.
Step 9: Open and Review the Report
Once delivered to your email, open the report in Excel, Google Sheets, or another spreadsheet tool to begin reviewing the data.