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Reporting

  • Updated

This allows users to save and export basic reports. 

The filtering options are: 

  1. Creation Date
  2. Warehouse
  3. Dock
  4. Load Type
  5. Carrier
  6. Created by
  7. Appointment Status

Depending on the options chosen, different results will appear at the bottom of the page. You might also save the report and choose which fields should appear on it.

 1. Filters now default to search ALL fields. In order to search ALL docks/carriers/warehouses/load types/etc you need to clear the filter in question.

CleanShot 2023-11-29 at 15.33.09.png

2.  If you have reports in which you want to select a subset of items from the list, please make those updates. However, filters will allow for up to 25 items to be selected. So for each filter, you can either Select All or up to 25 items to filter on. Please let us know if this is an issue for your current report designs by communicating with your CS Rep or Support staff.

 

Note: the report will be generated only after selecting Run Report

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