This allows users to save and export basic reports.
The filtering options are:
- Creation or Appointment Date
- Warehouse(s)
- Tags(s)
- Dock(s)
- Load Type(s)
- Carrier Contact(s)
- Created by (Warehouse user or Carrier)
- Appointment Status
- Appointment Type (Standard or Reserve)
You may also save the report and choose which fields should appear on it. After selecting the fields, click on Save New Search to save the report.
The filters default to search all items. To search across all docks, carriers, warehouses, load types, etc., you will need to clear the specific filter in question.
Filters allow you to select up to 25 items at a time. For each filter, you can either "Select All" or choose up to 25 items. If this limit causes any issues with your current report designs, please contact your CS Representative or Support staff.
Note: the report will be generated only after selecting Run Report.
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