TruckMate Online Help
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TruckMate online help

  • TruckMate basics
    • Standard functions and common controls
      • Logging into TruckMate
      • General keyboard controls
      • General menu and toolbar options
      • Printing reports
      • Controls for selection and filtering
      • Common Shortcut Menu options
      • Attach / Open related files
      • Grid controls
      • Tab Undocking
      • Phone Number Lookup
      • TruckMate E-Mail System
      • Diary
    • Multi-Company
    • Glossary of terms
  • Advanced TruckMate features
    • Creating a custom TruckMate task menu
    • Working with reports
      • Getting started with report writing
      • Customizing reports
      • Multi-company reporting
      • Exporting a report
      • Working with database tables and SQL
      • Creating and registering custom report templates
      • Controlling user access to reports
    • Creating custom grid profiles
    • Custom Screen Design Mode
    • TruckMate Monitor
    • Quick Filters
    • Using Trimble Places with TruckMate
  • New features
    • IMPORTANT changes
    • What’s new - 2025.2
      • Back Office
      • Operations
      • Web/APIs
    • Previous versions
      • 2025.1
        • Back Office
        • Operations
        • Web/APIs
      • 2024.4
        • Back Office
        • Operations
        • Web/APIs
      • 2024.3
        • Back Office
        • Operations
        • Web/APIs
      • 2024.2
        • Back Office
        • Operations
        • Web/APIs
      • 2024.1
        • Back Office
        • Operations
        • Web/APIs
      • 2023.4
        • Back Office
        • Operations
        • Web/APIs
      • 2023.3
        • Back Office
        • Operations
        • Web/APIs
      • 2023.2
        • Back Office
        • Operations
        • Web/APIs
      • 2023.1
        • Back Office
        • Operations
        • Web/APIs
      • 2022.4
        • Back Office
        • Operations
        • Web/APIs
      • 2022.3
        • Back Office
        • Operations
        • Web/APIs
      • 2022.2
        • Back Office
        • Operations
        • Web/APIs
      • 2022.1
        • Back Office
        • Operations
        • Web/APIs
      • 2021.4
        • Back Office
        • Operations
        • Web/APIs
      • 2021.3
        • Back Office
        • Operations
        • Web/APIs
      • 2021.2
        • Back Office
        • Operations
        • Web/APIs
      • 2021.1
        • Summary list
        • Back Office
        • Operations
        • Web/APIs
      • 2020.4
        • Back Office
        • Operations
        • Web/APIs
  • Accounting and Finance
    • Accounting and Finance setup and configuration
    • Accounts Payable
      • AP Inquiry
      • AP Invoice Entry
      • AP Invoice Register
      • Bank Reconciliation
      • Chassis Invoice Reconciliation (Chassis AP)
      • Check Printing
      • Check Register
      • COD Payable
        • COD Payable Register
        • COD Payable Audit
      • Direct Deposit
        • Supported Direct Deposit formats
      • Instant Checks
      • Interline Payable
        • Interline Payable Accrual Register
        • Interline Payable Audit
          • IP Audit procedures
          • IP Audit window layout
          • IP Audit Detailed Functions
          • IP Inquiry Import window
          • IP Consolidation window
          • Booking Number Processing
        • Interline Payable Audit Register
      • Pre-Paid Accounts
      • Purchase Orders
    • Accounts Receivable
      • AR Transaction Types
      • AR Adjustments
      • AR Adjustments Register
      • AR Cash Receipts Entry
      • AR Cash Receipts Register
      • AR Finance Charges
      • AR Inquiry
    • Driver Payable
      • Driver Deduction Register
      • Driver Pay Audit
        • Driver Pay Audit procedures
        • Driver Pay Audit window layout
      • Driver Pay Contracts
        • Driver Pay Contracts procedures
        • Menu, toolbar, and header information
        • Rules for Selected Contract
        • All Contract Rules to Select From
        • Rule grid definitions
        • User Condition, Contract Compare
      • Driver Pay Register
      • Driver Statements
      • Overtime Calculator
      • Trip Envelope Processing
        • Add attempted stops: LTL
        • Add attempted stops: Truckload
    • General Ledger
      • Financial Statements
      • Fixed Assets
      • GL Chart of Accounts
      • GL Distribution
      • GL Journal Entries
      • GL Journal Entries Register
      • GL Reconciliation
      • Using Subtotal GLTRANS Postings
    • Payroll
      • ADP Payroll Export
      • Payroll and Returns Generator
        • Payroll and Returns Generator layout
        • Retrieving payroll data and generating reports
        • Submitting and printing forms
        • Additional taxation information
        • Using the 1099 Wizard
      • Payroll Configuration
        • Payroll Configuration layout
        • Examples
      • Payroll GL Register
      • Payroll Processing
      • Payroll Timeclock
      • Payroll Time Sheets
      • Test US Tax
  • Billing
    • Billing Overview, Setup and Configuration
    • Billing Consolidation
    • Billing Register
    • Chassis Billing
    • Claims
    • Container Depot Billing
    • Contract Billing
    • Customer Service
      • Freight bill header
      • Mileage
      • Basic actions
      • Working with quotes
      • Filtering freight bills and quotes
      • Working with images
      • Additional functions
      • Detail tabs
        • 3rd Party - Customs
        • Dangerous Goods, Details
        • Dispatch, Driver Pay
        • General Ledger - Interline Payable
        • Intermodal
        • LTL - Service Level Matrix
        • Status - User Defined Fields
    • Detention Billing
    • Invoice Print
    • Job Quote
    • Quick Bill Entry
    • Statement Printing
    • Tax Calculation Configuration
  • Command Center
    • Command Center
    • THE DAWG
  • Dispatch
    • City Dispatch
      • Menu Bar and Toolbar
      • Main window
      • Mapping and LTL Daily Quotes windows
    • City Dispatch Check-In
    • Container Depot Configuration
    • Container Inventory Control
    • CrossDock
      • CrossDock procedures
      • Menu bar and toolbar
      • Freight Bill grids
      • Trips/Doors, Trailer Pool, Traffic Lanes
      • Advanced program details
    • Dispatch
      • How Do I?
        • General tasks
        • Managing filters
        • Trip functions
        • Planning
        • Managing and tracking
        • Trip Tab procedures
        • Resource tabs procedures
        • Carrier Information, Trip Optimizer
        • Common errors
      • Resource tab details
        • Drivers
        • Carriers
        • Power Unit
        • Trailers
        • Miscellaneous Equipment
        • Chassis
        • Containers
        • Load Request
      • Menus and toolbar
      • Auto Dispatch & Available Freight
      • Trip Tab details
      • Trip Templates
      • Carrier Information window
      • Find Near window
      • Load Optimizer window
    • Dispatch Load Listing
    • Driver Call In
      • Driver Call In procedures
      • Menu bar, toolbar, header
      • Dispatch information
      • Driver information
      • Messaging functions
      • Other functions
    • Intermodal Configuration
    • Intermodal Trace
    • Local Dispatch
    • Manifest Maintenance
    • Map View
    • Pallet Tracking
    • Tank Wash
    • Trip Tracer
    • Trip Operation Planning
      • Layout of the Trip Operation Planning window
      • Trip Operation Planning Columns
      • Create a new trip
      • Merge trips
      • Split trips
      • Merge and split
      • Adjust trip workflows
      • Seal numbers in Trip Operation Planning
      • Terminal plan adjustments with Trip Operation Planning workflows
      • Create advanced plans with Trip Operation Planning
      • Create To Be Unloaded (TBU) trips
      • Switching to Trip Operation Planning
  • EDI
    • EDI Overview
    • EDI Audit
    • EDI Client Cross Reference
    • EDI Communications Manager
      • Procedures
      • Menu bar and toolbar
      • Master tab
      • Message tabs overview
        • 105 through 214
        • 309 through 997
    • eManifest
      • What’s New in EManifest
      • Menu bar and toolbar
      • Header
      • Manifests, Vehicle, Equipment, Crew tabs
      • Bill of Lading tab
      • Other tabs
      • Defaults and Settings window
  • Fuel Management
    • Fuel Management Overview
    • Fuel Card Data Import
    • Fuel Card Management
      • General Card Management setup
      • Setup for use with real-time fuel vendors
      • Setup for use with non-real-time fuel vendors
      • Working with a single card
      • Viewing log data, point of sale (POS) information
      • Working with e-checks
      • Working with parent and child accounts
    • Fuel Tax Audit
    • Tax and Jurisdiction Maintenance
    • Trip Generator Maintenance
    • Trip Sheet Entry
  • Mobile Communications
    • Mobile Communications overview
    • Communications Macro Definition Tool
      • Procedures
      • Menu bar and toolbar
      • Macros list
      • Modify window
      • Default TruckMate macros
      • Forward macro field types
      • Return macro field types
      • HighwayMaster
      • Decision Tree Form Builder
    • Mobile Communications setup and configuration
    • Communications Manager
      • Procedures
      • Menu bar and toolbar
      • Configured Interface Services, activity log
      • Configuration details
      • Networks tab details
    • Message Center
    • Mobile Device Maintenance
    • Mobile Communications Emulator
  • Multi Mode Dispatch
    • Overview
    • Menu and toolbar options
      • Daily LTL Quotes for terminal
      • Driver Pay Information
      • Generate Trips from Schedule
      • Schedule View
      • Trip Schedules
    • Set up Multi Mode Dispatch
    • Active trips section
      • Dock Activity
      • Mobile messaging
    • Lanes and routes section
    • Trip details section
      • Load Optimizer
      • Seal Numbers
    • Freight section
      • Adjust a freight bill’s dates
      • Freight Bills Filters
      • Reset EXPORTING Freight Bills' status
      • Short Form Pickup Entry
      • Split or merge a freight bill
    • Resources section
    • Attach and open files
    • Booking Numbers
    • Find Near
    • Trimble Map View
    • Trip Operation Planning
      • Layout of the Trip Operation Planning window
      • Trip Operation Planning Columns
      • Create a new trip
      • Merge trips
      • Split trips
      • Merge and split
      • Adjust trip workflows
      • Seal numbers in Trip Operation Planning
      • Terminal plan adjustments with Trip Operation Planning workflows
      • Create advanced plans with Trip Operation Planning
      • Create To Be Unloaded (TBU) trips
      • Switching to Trip Operation Planning
    • Unfinished and incomplete pickups
    • Warning icons
  • Profiles
    • Profiles overview
    • How Do I? - General codes and imaging tasks
    • How Do I? - Other tasks
    • Bulk Codes Maintenance
    • Codes Maintenance
      • Accessorial Charges
        • Accessorial Charge behavior
      • Carrier411 Options
      • Checklist Items
      • Command Center Integration
      • Commodity Codes
      • Consolidation Types
      • Countries
      • Custom Defined Fields
      • Driver Activity Codes
      • E-Mail Setup
      • Engine Codes
      • Equipment Class Codes
      • G/L Splitting Codes
      • Holiday Setup
      • Imaging
        • Imaging setup and configuration
        • Integrating imaging with TruckMate programs, tables and access points
        • Rendition printing
        • Setting up TM4Web Imaging
      • Industry
      • Ops Codes
      • Power Unit Permits
      • Service Failure Codes
      • Shipping Instruction Definitions
      • Site Setup
      • Status Codes
      • Trace Number Types
      • Trace Number Validation Rules
      • Transmission Codes
      • Travel Modes
      • Unit Codes
      • User Fields
      • Zone Codes
    • Company Profiles
    • Contacts and Phone
    • Container Profiles
    • CrossDock Traffic Lanes
    • Customer and Vendor Profiles
      • Customer Profiles header, tabs A-C
      • Customer Profiles tabs D-U
      • Vendor Profiles
      • How Do I?
    • Driver Profiles
    • Employee Profiles
    • Equipment Rentals
    • Fleet Profiles
    • Human Resources (HR) Recruiting
    • Miscellaneous Equipment Profiles
    • Power Unit Profiles
    • Routes Management
    • LTL & Service Level Maintenance
      • Using transit time matrices for estimated arrival times
    • Special Events
    • Terminal Maintenance
    • Trailer Profiles
  • Rating
    • Rating Overview
    • Rates Maintenance
      • Rates Maintenance - Procedures
    • Storage Billing
    • CPUC Tariff Import
    • CzarLite Tariff Import
    • D83 Tariff Import
    • NATC Tariff Import
    • MMFB Tariff Import Utility
    • Road Scholar Import Utility
  • Repair & Maintenance
    • R&M Configuration
    • R&M Maintenance
    • R&M Work Orders
    • R&M Work Orders Register
    • R&M Working Time Clock
    • Stock Adjustments
    • Stock Inventory Adjustments Register
    • Stock Receipts
    • Stock Receipts Register
  • Safety and Compliance
    • Carrier411 Interface
    • Driver Logs
    • Safety & Compliance
  • TM4Web
    • TM4Web
    • Order Preprocessor
  • TMS Connector
    • TMS Connector SAAS setup
    • TMS Connector on-prem setup
  • Utilities
    • Application Configurator Overview
      • 3G TMS to APPO
      • ARRFC to BILLLTL
      • CARDIMPORT to COMMGR
      • CONBILL to CSERV
      • CZARDATAIMPORT to DRIVERS
      • EDIAUDIT to GLM
      • GRIDS to LTLBE
      • MACRODEF to OTCALC
      • PAYAUDIT to PROFILE
      • PRREGISTER to RMSTOCKREG
      • RMWO to SYSTEM
      • TANKWASH to TRAILERS
      • TRIP to WEBSERVICES
    • ART Server Administrator
    • Batch Geocoding Utility
    • ConnectedDock Admin
    • Email Viewer
    • Export Wizard
    • Exception Viewer
    • License Registration
    • Mileage Server Manager
      • Basics
      • Third party
      • Advanced
    • Security Configuration
    • System Integrity Checker
    • TruckMate Menu
      • TruckMate Menu/Task List changes
    • TruckMate Service Host
    • Version Checker
    • Database Utilities Overview
      • Data Purge
      • Database Connection Manager
      • Database Creation Wizard
      • Database Switcher
      • SQL Execute
      • SQL Replication Wizard
    • NMFC Import
    • Quote Notes Fix
    • TruckMate Tier Administration Tool
    • View In Use Utility
    • TruckMate Version History
  • TruckMate Add-On Modules
    • Appian Direct Route Integration
    • DriverSeat Integration
    • IDSC Expert Fuel Integration
    • TMI Trippak Online
    • TMT Fleet Maintenance
    • Crystal Report Launcher
      • Crystal Reports Reference
      • Accounts Payable Module
      • Accounts Receivable Module (A through C)
      • Accounts Receivable Module (D through S)
      • Billing Module
      • Claims Module
      • COD
      • Dispatch Module
      • Driver Pay Module
      • EDI Module
      • Fixed Assets Module
      • Fuel Card Management Module
      • Fuel Management Module
      • General Ledger Module
      • Intermodal Module
      • Interline Payables
      • Payroll & Tax Returns
      • Pre-Paid Accounts Module
      • Profiles Module
      • Rating Module
      • Repairs and Maintenance Module
      • Safety & Compliance Module (A through D)
      • Safety & Compliance Module (L through V)
      • TM4Web Module
      • Utilities Module
      • Report Packs
      • Cash Flow / Cash Management
      • Profitability Reporting
  • Databases and SQL
    • Databases
    • SQL
  • TruckMate online help
  • Advanced TruckMate features
  • Working with reports

Working with reports

These topics provide basic information about how to use Crystal Reports with TruckMate.

For details on individual report templates, see the Crystal Reports Reference.

The procedures and images in these topics reflect Crystal Reports XI Release 2. For more information on later versions, see the corresponding User Guide available on the Crystal Reports documentation site.
Creating a custom TruckMate task menu Getting started with report writing
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