Custom Report Builder: Overview & Setup

How to access it

Navigate to Back Office → Reports → Custom Reports.

Report list

The main Custom Reports page shows all saved reports. Use the search fields to filter the list:

Name — partial match on report name
Report Type — filter by data type (Shipment, Customer, Carrier, Report)
Report For — filter by the organization or user the report is assigned to

Column	Description
Name	Clickable link to open the report editor.
Link	The report's unique code (GUID); click to copy the shareable link to clipboard.
Report Type	The data category the report is built on.
Report For	The organization or user the report is assigned to.
Last Modified	Date of the most recent change.

Row actions available from the list:

Icon	Action
✏️ Edit	Open the report in edit mode.
📋 View	Run and view the report output.
🔗 Copy Link	Copy the shareable link to clipboard.
📄 Duplicate	Create a copy of the report.
🗑️ Delete	Permanently delete the report.

Click Add New Report in the top-right corner to start building a new report.

Report types

Type	Description
Shipment	Shipment-level data including pricing, carriers, dates, stops, invoices, bills, and more.
Carrier	Carrier profile data including contact info, scorecard, and shipping activity.
Customer	Customer company data including contacts, addresses, margins, and AR aging.
Report	Pre-built standard reports filtered to specific accounting or operational views.

Creating a report

Click Add New Report. The editor opens with a settings card at the top and the column builder below.

Field	Description
Name	Required. The label shown in the report list.
Anyone in my organization can edit	When checked, all users in your organization can edit this report.
Who is this report for?	Me, Organization (select a customer company), or Staff (select a specific user).

After saving, the report info card also shows: Delivery Schedule, Author, Last Modified, and Report Code (the report's unique GUID, used for sharing).

Building columns

The column builder has two panels:

Left panel — tree of all available columns organized by category. Click a category to expand it, then click any column name to add it. Use the search box to find columns by name.
Right panel — the columns you have selected, in the order they will appear in the report output.

Settings available per column in the right panel:

Setting	Description
Column Name	System field name (read-only).
Header Name	Custom label for the exported column. Click to edit; click ✕ to revert to the default.
Precision	For date/time fields — controls granularity (Year, Month, Day, Hour, etc.).
Format	For date/time fields — customize date and/or time display format.
Filter	Restrict output to rows matching a condition.
Sort Order	Numeric priority (1 = primary sort).
Sort Direction	Ascending or Descending.

Drag the ≡ handle to reorder columns. The order in this table matches the column order in the export.

Date columns can be added more than once — useful for showing a date at both Month and full Date precision in the same report.

Filters

Each column can have a filter to limit which rows appear in the output. At least one date column with a filter is required on every report. If none is configured, the system automatically adds Created Date & Time as the default.

Data type	Available filter options
Text	Equals, Contains, Starts With, Ends With, Does Not Contain, Between
Number	Equals, Greater Than, Less Than, Between
Date	Relative ranges (Last 7 Days, Last 30 Days, This Month, etc.) or custom Start/End date range
Status / List	Multi-select from available values for that field

If the same date column appears more than once in the report, filter and sort can only be configured on one instance. The other displays: "Filtering and sorting are configured on another instance of this field."

Saving and viewing

Button	Action
Save	Saves the report and stays in the editor.
Save & View	Saves and immediately opens the report output.
Cancel	Discards changes and returns to the list.

Delivery schedules

Delivery schedules automatically send the report output to an email address or FTP/SFTP location on a recurring basis. This option becomes available after the report has been saved at least once.

On the report editor, click the ✏️ icon next to Delivery Schedule to open the schedule manager. A report can have multiple delivery schedules.

Field	Options / Notes
Frequency	Weekly or Monthly
Deliver On	Weekly: select one or more days. Monthly: select the day of the month.
Time of Day	Time the report runs.
Time Zone	Time zone for the delivery time.
Export Format	CSV, HTML, JSON, Excel
Status	Active or Inactive.
Delivery Method	Email or FTP/SFTP.

Email delivery fields

Field	Description
Recipient Emails	One or more addresses (comma-separated).
Subject	Email subject line.
Body	Email body text.

FTP / SFTP delivery fields

Field	Description
Host	Server IP or hostname.
Path	File path on the server.
Port	Connection port.
Username	Login credential.
Password	Password credential.

Sharing a report

Each saved report has a Report Code (GUID). Click it or the 🔗 icon from the list to copy a shareable link to your clipboard. Anyone with access to the TMS can use that link to view the report output directly. The available formats are HTML, CSV, Excel and JSON.

To invalidate previously shared links and generate a new code, click the refresh icon next to the Report Code field on the report editor.

Duplicating a report

Click the 📄 icon on any report in the list. The copy opens in edit mode with all the same columns and filters. Give it a new name and save.

Tips

At least one date filter is required. If none is added, Created Date & Time is added automatically with a default range.
Header Names are optional but useful when you want the export label to differ from the system field name.
Delivery schedules are not available until after the first save.
The same date column can be added more than once — useful for showing a date at both Month and full Date precision in th