Custom Report Builder

The TMS custom report builder offers users flexibility in data analysis. By providing access to a wide array of data points, users can create customized reports tailored to their specific needs.

Table of Content

• Accessing Custom Reports
• Building a Custom Report
• Available Report Columns
• Selected Columns
• Delivery Schedule

Accessing Custom Reports

Go to the Reports tab and click on "Manage Custom Reports."

Building a Custom Report

• Click Add New Report.
• Give the report a name.
• Set the edit permission.
• Reports can be generated for specific staff members (Customer or LSP) or an organization (LSP Organization or Customer Organization).

Available Report Columns

• Shipment

  • Selecting the shipment tab will focus on the shipment base record as the main determining factor.

• Customer

  • Choosing the Customer tab will display fields that pertain to Customer information.

• Carrier

  • Choosing the Carrier tab will display fields that contain specific information related to LSP Broker Carrier data.

• Report

  • We have incorporated some of our standard reports into the custom reports section, enabling you to create and manage a delivery schedule for these reports.

• • The report columns will serve as the filtering options typically available when you navigate through the report pages.

Selected Columns

• Column Name
  • As columns are selected, they will be listed in the Selected Columns section.
  • Drag and drop the columns to set the order in which data is displayed.

• Header Name
  • You have the option to customize the header name if you prefer not to use the default name provided by the data points.

• Format
  • This feature enables you to choose a specific date format from a dropdown list.

• Filter

• • Click on Add Filter to set a filter for the data. 
  • The filters are dynamic based on the type of data selected.
  • For example, if the data element is a date, the filter will offer options for filtering the date.

• Sort Order/Sort Direction
  • You have the option to prioritize columns and arrange them in Ascending order, which will display older data first, while Descending order will show newer information.

Delivery Schedule

Upon saving the report, a Delivery Schedule option is available. This will allow you to schedule the delivery of the report in the selected format to the email address at the date/time you need.

• Frequency
  • Weekly or Monthly

• Deliver On
  • Choose the specific day of the week for weekly report deliveries, or select the day of the month for monthly report deliveries.
• Time of Day
  • Select the hour/minute that the report should be delivered.
• Time Zone
  • Select the Time Zone for the Time of Day inputted.
• Export Format
  • HTML
  • CSV
  • Excel
  • JSON

• Status
  • Active or Inactive.
• Recipient Emails
  • This can be a single email or a comma-separated list.
• Subject
  • This is the subject of the email.
• Body
  • This is the body of the email.