Detail/Summary Report By Customer or Vendor

Detail Report

Go to Carrier Operations → Tools → Reports. There is a user level setting to enable Operational reports. If an unauthorized error shows, contact your administrator and refer to this article for more information on updating the setting.

Select Detail Report by Customer or Vendor from the dropdown. Select the desired group, load status, and time frame.

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

Go to Carrier Operations → Tools → Reports. There is a user level setting to enable Operational reports. If an unauthorized error shows, contact your administrator and refer to this article for more information on updating the setting.

Select Summary Report by Customer or Vendor from the dropdown. Select the desired group, load status, and time frame.

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.