Report Builder Templates
This section contains samples of Report Builder Templates in Adobe Acrobat (PDF) format.
| When customizing report builder templates, do not make changes to the template directly. Save a copy of the template, and then make changes to the copy. For details, see Creating a report from a template. |
Billing
These templates generate reports that contain revenue data from invoices, order headers, or a combination of both.
| Report Name | Description |
|---|---|
Summary of charges types |
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Summary of orders with a completed status and no paperwork Note: This report checks all orders in your system. |
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Summary of invoices marked as Credit Memo only for specific bill dates |
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Summary of billed and unbilled revenue per customer This report contains:
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Summary of daily sales |
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Invoice details grouped by Bill To and Bill Date |
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Invoice matrix grouped by Bill To/Invoice number and charge type |
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Invoice details grouped by Bill To and sorted by date |
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Invoice details sorted by Bill Date |
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Summary of invoice totals by Bill To. The revenue only includes orders with invoices. |
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Summary of sales over a period of time |
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Displays a graph of the top customers for a specific year |
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Summary of unbilled orders This report contains:
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File Maintenance
These templates generate reports that contain master data from various areas of the carrier, company, driver, tractor, and trailer profiles.
| Report Name | Description |
|---|---|
Carrier history over the last 90 days |
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Shows the Average Fuel Price table Note: This report updates automatically. |
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Displays Bill To company details and associated credit limits |
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Specific carrier details |
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Basic commodity information Note: You can filter this report by hazmat type. |
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Specific company details |
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Driver accidents over a date range |
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Anniversary dates for drivers along with driver e-mail |
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Birthday dates for drivers along with driver e-mail |
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Driver information with an image of the driver |
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Driver complaints over a date range |
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Driver observations over a date range |
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Driver profile information This generates a multi-line report that displays driver information grouped by Driver ID. |
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Driver profile information This generates a single-line report that displays driver information. |
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Driver violations by year |
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Driver profile showing last date/time when the driver was home and their next requested date/time home |
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Driver qualifications |
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Driver’s performance based on:
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Employee profile details (non-hauling employees) Lists employee profile details, such as: ID, name, and hire date |
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Lists expirations for the following:
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List of Pay To profile information |
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Summary of tractor details |
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Summary of trailer details |
Fuel Dispatch
These templates generate reports that contain fuel data.
| Report Name | Description |
|---|---|
List of companies along with tank and commodity information Note: This report works with Fuel Dispatch databases only. |
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Gross volume per delivery by date range with commodities and total volume |
Fuel Purchase Reports
These templates generate reports that contain fuel consumption by tractor, tractor and state, mileage, and card number.
| Report Name | Description |
|---|---|
List of card assignments by asset |
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Summary of fuel purchases grouped by card number |
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Summary of fuel purchases grouped by Tractor ID |
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Summary of fuel purchases for a specific date range |
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Summary of fuel purchases for trucks, grouped by state |
Operations
These templates generate reports that contain mileage, resource profitability, and general shipment data.
| Report Name | Description |
|---|---|
Asset assignment records by asset type and assignment ID |
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Orders available to dispatch within a specific ship date range and order stop details |
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Shows the recorded sent history for confirmations sent to carriers by date they were sent |
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Shows the recorded sent history for confirmations sent to carriers by specific leg number. |
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Carriers listed by days inactive |
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Count and details of the Check calls updated by user and time |
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Completed orders organized by delivery date |
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Completed orders by delivery date grouped by destination state |
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Current driver trip activity |
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Stop arrival to departure lag time greater than XX value (default is 120 minutes) |
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Drivers listed by days inactive |
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Driver hours logged, grouped by driver |
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Driver miles per week over a period of time |
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List of notes entered under any note type. Runs by the date the note was entered / updated. |
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List of stops that were completed late as a percentage and includes a pie chart |
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List of stops that were completed late as a percentage and includes a pie chart Note: The only difference between this report and the On Time Performance Percentage Template is the page layout. |
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List of stops that were completed late This report shows a chart with percentages and is wider than a printed layout. |
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List of order schedules with expirations |
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List of stops associated with an order |
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Orders listed by shipper and consignee |
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Summary of orders for a specific date range |
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Summary of empty, loaded, and total miles for each carrier resource within a specific trip segment end date range Includes miles for all moves with or without an order |
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Summary of empty, loaded, and total miles for each driver resource within a specific trip segment end date range Includes miles for all moves with or without an order |
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Summary of empty, loaded, and total miles for each tractor resource within a specific trip segment end date range Includes miles for all moves with or without an order |
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Summary of empty, loaded, and total miles for each trailer resource within a specific trip segment. Note: This report assumes the trailer was not changed during the trip. |
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Revenue by Bill To for specific period of time |
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Revenue by truck based on segment date |
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Displays information about revenue to order ratios with a chart for a specific period of time |
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Summary of stops for a specific date range |
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Summary of stop freight |
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Summary of stop data reported by TotalMail for drivers |
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Summary of stop data reported by TotalMail for tractors |
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Displays a graph of the top customers for a specific year |
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Tractors listed by days inactive |
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Trailers listed by days inactive |
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Trip segment details for a specific carrier, data summary by carrier Includes carrier ID, trip segment number, trip start and end dates, movement number, order number, mileage data, revenue, pay, net dollars, and margin For a split trip, the system uses a percentage of a movement’s total mileage as a basis to allocate revenue by segment. |
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Trip segment details for a specific driver, data summary by truck Includes truck ID, trip segment number, trip start and end dates, movement number, order number, mileage data, fuel surcharge, revenue, pay, net dollars, and margin For a split trip, the system uses a percentage of a movement’s total mileage as a basis to allocate revenue by segment. |
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Trip segment details by executing terminal (branch) |
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Trip segment details Includes trip segment number, trip start and end dates, movement number, order number, mileage data, fuel surcharge, revenue, pay, net dollars, and margin For a split trip, the system uses a percentage of a movement’s total mileage as a basis to allocate revenue by segment. |
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Trip segment details for a specific trailer |
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Trip segment details for a specific tractor, data summary by truck Includes truck ID, trip segment number, trip start and end dates, order number, mileage data, fuel surcharge, revenue, pay, net dollars, and margin For a split trip, the system uses a percentage of a movement’s total mileage as a basis to allocate revenue by segment. |
Safety Reports
These templates generate reports that contain safety information.
| Report Name | Description |
|---|---|
Displays a list of accidents, such as crashes |
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Displays a list of incidents, such as speeding |
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Displays a list of injuries, such as a pallet falling on a foot |
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Displays a list of safety observations such as not wearing specified safety gear Usually, these observations are something that did not cause an injury or an accident. |
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Displays a list of spills or contaminations |
Settlements
These templates generate reports that contain payment data from the Settlements application.
| Report Name | Description |
|---|---|
Shows volume, revenue, and order count in a chart format for a single BillTo. |
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Displays driver pay details by pay header and pay detail status |
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Displays pay details by pay period date and Pay To ID |
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Displays pay details by pay period date and resource ID |
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Summary of pay types and Pay Type ID |
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Recurring adjustments by asset, includes: description, name, terms, ID, dates, status, and amounts Note: This report works with TMW Back Office. |
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Recurring adjustments by adjustment type, includes: description, name, terms, ID, dates, status, and amounts Note: This report works with TMW Back Office. |
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Lists pay information for individual resources by ID |
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Summary of standing deductions by asset |