Reports
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      2. Reports

      Introduction to Reports

      The Reports tab on the Back Office page offers a variety of reports that the TMS can generate to suit our customers' needs. We’ve designed these reports to be both user-friendly and practical, making it simple to access the specific information.

      Here is a list of current reports within the TMS.

      Shipped Report

      This report allows customers to get general information about shipments. It can be generated for a customer or the whole organization.

      Inactive Customer Report

      This report will show customers and organizations with minimal activity (less than 5 shipments) over the last 60 days.

      Customer Trend Report

      This report will show the customer trends over the selected time periods. The recent columns are based on the date range selected for the Time Frame to Compare To. The average columns are based on the average amount for the date range chosen PREVIOUS to the Time Frame to Compare To.

      Tai Marketplace Activity Report

      This report allows our customers to get detailed shipment information whenever they use Marketplace tariffs.

      Profitability Report

      This report allows our customers to track and analyze financial performance.

      Commissions Reports

      The commissions report allows our customers to easily access their commissions' information. They can get information by sales rep and organization.

      Baseline Overview

      This report will show the values for margin and basic shipment information at the time of commitment.

      Manage Custom Reports

      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.

      Click here to learn more about custom reports.

      Accounting Concerns Report

      To access, click Reports on the Top Menu, then Accounting Concerns Report.

      For the video tutorial, click here

      Included in Accounting Concerns are the following:

      • Missing AR
      • Missing AP
      • Negative Margin
      • Missing AR Rev: There was a Bill Revision done but no corresponding AR Revision
      • Missing AP Rev: There was a Revision on the AR Side but not on the AP Side

      If any of these Accounting Concerns are selected alongside the Data Range Period, Invoice results within these frames will be Searched and listed below

      Other accounting-related reports

      • AP Payment History
      • AR Payment History
      • Approved Bill Summary
      • Collection Summary
      • Unapproved Bill Summary

      GL Reports

      The TMS allows our customers to access financial information quickly through revenue and expense reports. To learn more about the GL Report, click here.

      Customer Report

      This feature allows your customers to create a report from the customer portal.

      Click here to access the article.