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Operator Performance Report

The Operator Performance Report is a built-in reporting tool in the TMS that helps LSPs measure shipment activity and financial performance by staff member.

It provides visibility into performance across three operational roles:

  • Created By

  • Carrier Rep

  • Sales Rep

The report supports time-based trends and filtering so teams can track:

  • shipment volume,

  • revenue and margin,

  • and performance over time.

Who Should Use This Report?

This report is commonly used by:

  • LSP owners

  • Operations managers

  • Sales managers

  • Carrier reps / sales reps (to track their own performance)

How to Access the Report

From the Reports tab, select LSP Operations.

How to Run the Operator Performance Report

1) Select Report Type

The Report Type determines which staff role the report is grouped by:

  • Created By (default)

  • Carrier Rep

  • Sales Rep

2) Choose Trend Type

The Trend setting controls how results are grouped over time:

  • Daily

  • Weekly

  • Monthly

  • Yearly

This allows you to compare performance across time periods and identify changes in volume or profitability.

3) Set Date Type and Date Range

Date Type Options

  • Entry Date

  • Pickup Date (default)

  • Delivery Date

  • Invoice Date

Date Range: Use the inline calendar selector to choose a start and end date.

4) Apply Optional Filters

You can narrow the report results using:

  • Customer

  • Carrier

  • Shipment Type

5) Set Shipment Status Range

Control which shipment statuses are included:

  • Min Shipment Status (default: Committed)

  • Max Shipment Status (default: Complete)

This is useful if you want to exclude early-stage shipments (quotes, etc.) or focus on completed work.

6) Optional: Show Only Invoiced Shipments

Enable Show Only Invoiced Shipments to restrict results to shipments that have been invoiced.

Report Output (What You’ll See)

The report returns a trend table grouped by your selected trend type. Each row represents a time period (day/week/month/year), and includes these KPIs:

Column Meaning
Shipments Total shipment count for the time period
Buy Total carrier cost
Sell Total customer revenue
Margin Sell - Buy
Margin % Margin / Sell
Commission Total commission (if applicable)
Net Margin Margin - Commission

At the bottom of the report, totals are included for the full selected date range.

Exporting & Sharing

The Operator Performance Report supports:

  • Export to Excel

  • Print-friendly output