Detail/Summary Report By Customer, Carrier, or User

Detail Report

To generate the Detail Report By Customer, Carrier, or User, go to Finance → Reports or Operations → Tools → Reports. Select Detail Report By Customer, Carrier, or User (CSV, Screen) from the Report Type list. Required fields are marked with .

Click Submit to view the report if the time frame is 1 month or less.

Check the Email and/or Mailbox checkbox to determine where the report is sent and then click Generate CSV. The report will be generated and sent to your mailbox and/or email.

Summary Report

To generate the Summary Report By Customer, Carrier, or User, go to Finance → Reports or Operations → Tools → Reports. Select Summary Report By Customer, Carrier, or User (CSV, Screen) from the Report Type list. Required fields are marked with .

Check the Email and/or Mailbox checkbox to determine where the report is sent and then click Generate CSV. The report will be generated and sent to your mailbox and/or email.