Custom Reports: Standard Reports

Every column in a Standard Report requires a filter before the report can be saved.

For instructions on creating a report, saving, and setting up delivery schedules, see Custom Reports: Overview & Setup.

Select Report as the report type in the editor.
Choose one of the available standard report names from the dropdown.
The filter columns for that report appear in the right panel.
Configure a filter on every column — the system will not allow saving until all filters are set.
Save and view, or set up a delivery schedule.

Displays accounts payable payment history for carrier bills.

Filter column	Description
Vendor	Filter by a specific carrier/vendor
Payment Type	Filter by payment type
Open Balance	Filter by open balance amount
Check Number	Filter by check number
Date Range	Required date range for payment records
Processing Status	Filter by payment processing status
Advance Payments	Include or exclude advance payments

Displays accounts receivable payment history for customer invoices.

Filter column	Description
Received From	Filter by the payer organization
Check Type	Filter by check type
Date Range	Required date range for payment records
Check Number	Filter by check number
Deposit Reference	Filter by deposit reference number
Open Balance	Filter by open balance amount
Payment Status	Filter by payment status

Highlights shipments with accounting discrepancies or issues requiring attention.

Filter column	Description
Date Range	Required date range
Accounting Concern	Filter by the type of accounting concern

Summarizes approved carrier bills by aging bucket.

Filter column	Description
Days Overdue	Filter by number of days overdue
Summary As Of	Date as of which the summary is calculated
Bill Type	Filter by bill type

Summarizes outstanding customer invoices for collections review.

Filter column	Description
Days Overdue	Filter by number of days overdue
Summary As Of	Date as of which the summary is calculated
Shipment Type	Filter by shipment type
Sales Reps	Filter by assigned sales rep
Collection Reps	Filter by assigned collection rep

Summarizes revenue, cost, and margin across shipments for a given period.

Filter column	Description
Min Shipment Status	Minimum shipment status to include
Max Shipment Status	Maximum shipment status to include
Date Type	Which date field to filter on (Pickup Date, Invoice Date, etc.)
Report Type	How to group the results
Date Range	Required date range

Lists carrier bills that have not yet been approved for payment.

Filter column	Description
As Of	Date as of which unapproved bills are evaluated
Over 30 Days Old	Include only bills older than 30 days
Invoiced	Filter by whether the associated shipment has been invoiced

Standard Reports are pre-built report templates for specific accounting and operational views. Unlike Shipment, Carrier, and Customer reports, where you select which columns to display, Standard Reports have a fixed output; you configure filters only to control what data is included.