Summary Report By Customer

To generate the Summary Report By Customer (Delivered Loads), go to 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 (Delivered Loads) from the Report Type list. Enter in the desired start and end date as well as the customer/shipper and trailer type.

Click Submit to view a summary of the report on the page.

To receive a csv of the report in your mailbox, check the Mailbox checkbox and then click Generate CSV. Check the Email checkbox and then click Generate CSV to be emailed a csv or click Generate PDF to be emailed a pdf of the report.