Reports and your daily, weekly and month-end routine
A simple routine that keeps the books and the paperwork clean.
The routine in one glance
| When | Page | What it's for |
|---|---|---|
| Every morning | Overview › Daily Operations | A worklist of loads to dispatch, loads on the road, closeouts, overdue invoices, payroll ready to pay and data problems. |
| Through the day | Dispatch & Ops › Reminders | Overdue and coming-soon work. |
| Every evening | Overview › Day Close | Seven checks: closeout, billing, payroll, payables, documents, data quality and backup. |
| Every week | Overview › Weekly Review | Revenue, money owed to you, payroll, bills due in 7 days, paperwork gaps and backups. |
| Every month | Overview › Month-End Close | Ten checks: revenue, receivables, payables, payroll, fuel, IFTA, expenses, documents, data quality and a backup. |
Overview › Command Center pulls all five into one page with a count next to each, so you can start there. Each row has an Open button.
Reports
Reports & Audit › Reports (Company Reports) shows revenue, fuel, expenses, payroll, profit, margin, open and overdue invoices and open closeouts for any dates. Pick the dates, tap Run Report and use Export Report CSV to open it in a spreadsheet. Lower down it lists weak loads, closeout gaps and an invoice snapshot.
- Overview › Executive is a one-page owner summary.
Owner, Dispatcher
- Reports & Audit › Exceptions lists gaps such as loads missing a driver or truck, delivered loads with no POD, no invoice or no settlement.
- Reports & Audit › Data Quality and Reports & Audit › Fix Queue list records with missing or odd data, ranked P1 (fix first) to lower. A clean score means billing, payroll and reports can be trusted.
- Reports & Audit › Print Packets lists your recent invoices and settlements with an Open Packet button for a print-ready copy.
- Reports & Audit › Global Search finds loads, drivers, trucks and invoices.
Owner, AccountantReports & Audit › Export Center downloads almost anything as a CSV spreadsheet.
OwnerOwners also have Reports & Audit › Audit Log to see who did what, and Admin › Backup Center for backups.
What the numbers mean
Overview › KPI Glossary explains every number in plain words, such as Revenue / Mile, Estimated Profit, Margin, Purchased MPG, IFTA Gap, Open AR, Overdue AR and Payroll Due. Overview › Workflow Guide is a one-page map of which page to use for which job.
BackupsOwner
Open Admin › Backup Center to download your backup manifest, the export index, the audit log and the CSV spreadsheets that protect your data. Do this at the end of each week or month. Admin › Restore Drill is an eight-step checklist for confirming your backup files are complete.