Custom Reports: Customer Report

For instructions on creating a report, configuring columns, filters, and delivery schedules, see Custom Reports: Overview & Setup.

General Information

Column	Description
Organization ID	Unique customer organization ID
Name	Customer company name
Enabled	Whether the customer account is active
Alert Email	Email address for system alerts
Phone	Main phone number
Mobile	Mobile number
Fax	Fax number
Web Address	Company website
Parent ID	Parent organization ID (for hierarchical accounts)
Reference Number	Customer-level reference number
Notes	General notes on the customer record
Sales Reps	Assigned sales representative names
Sales Rep Id	Staff IDs of assigned sales reps
Tax Number	Customer tax identification number
Credit Limit	Credit limit amount
Credit Status	Current credit status (Active, Hold, etc.)
Payment Terms	Customer payment terms
Preferred Invoicing Method	How the customer receives invoices
Invoicing Automation Method	Automation method for invoicing
Statement Delivery Frequency	How often statements are sent
Collections Delivery Frequency	How often collection notices are sent
Invoice Delivery Instructions	Special invoicing instructions
Created Date	Date the customer was added
Modified Date	Date the customer record was last updated

Staff (Contact)

Column	Description
Staff Id	Unique staff/user ID
Staff Name	Contact's full name
Staff Login	Login username
Staff Title	Contact's title
Staff Default Shipment Type	Default shipment type for this contact
Staff Email	Contact email address
Staff Phone	Contact phone number
Staff Enabled	Whether the staff account is active

Address

Column	Description
Street Address	Company street address
Street Address Two	Suite, unit, etc.
City	City
State	State
ZIP Code	ZIP code
Country	Country

Invoice Address

Column	Description
Invoice Street Address	Invoice mailing street address
Invoice City	Invoice city
Invoice State	Invoice state
Invoice ZIP Code	Invoice ZIP code
Invoice Country	Invoice country
Invoice Email	Invoice email address

Customer Margins

Returns one row per margin rule configured on the customer account.

Column	Description
Markup Amount	The markup or margin amount
Calculation Type	How the margin is calculated (Flat, Percent, etc.)
Minimum Charge	Minimum charge floor
Maximum Charge	Maximum charge cap
Is Accessorial Margin	Whether this rule applies to an accessorial
Accessorial Name	Name of the accessorial (if applicable)
Accessorial Type	Type of accessorial
Margin Mode	Mode of the margin rule
Margin Active	Whether the rule is currently active
Effective Date	Date the rule takes effect
Expiration Date	Date the rule expires

Shipping Data

Shipping Data columns reflect current AR aging and recent shipment activity. No date range filter is required — values reflect the current snapshot.

Column	Description
Balance Due	Total outstanding balance
Total Past Due	Total amount past due
Current Open	Open invoices not yet past due
Overdue (1–15)	Amount 1–15 days overdue
Overdue (16–30)	Amount 16–30 days overdue
Overdue (31–45)	Amount 31–45 days overdue
Overdue (46–60)	Amount 46–60 days overdue
Overdue (61–90)	Amount 61–90 days overdue
Overdue (91+)	Amount 91+ days overdue
Number of Shipments (30 days)	Shipments in the last 30 days
Number of Shipments (90 days)	Shipments in the last 90 days
Number of Quotes (30 days)	Quotes in the last 30 days
Number of Quotes (90 days)	Quotes in the last 90 days
Last Quote Date	Date of the most recent quote
Last Shipment Date	Date of the most recent shipment
Last Payment Date	Date of the most recent payment received

LSP Information

Column	Description
LSP Name	Logistics service provider name
LSP Street Address	LSP address
LSP City	City
LSP State	State
LSP ZIP Code	ZIP code
LSP Country	Country
LSP Phone	Phone
LSP Alert Email	Alert email address

Custom Column

The Custom Column option adds a static-value column to your report, displaying the same fixed text on every row of the export. It does not pull data from the shipment record.

When to use it

Mainly for downstream processing: if you're exporting a report that gets imported into another system (like Excel, a TMS, or a BI tool) and that system needs a constant-identifier column, such as a batch label, region code, status tag, or source marker.

It doesn't filter or change any data; it just stamps every row with the same value you configured.

Example: If you set the fixed value to "Q2 2025", every row in the exported file will have "Q2 2025" in that column, regardless of the shipment.