Export Feature

Export Feature

Load Manager TMS can now export your data to Microsoft Excel. To access this feature, click the Reports option on the main menu tool bar. Then, click the Export option in the sub-menu as shown in the screen shot.

Reports.Export

There are many different options and filters you can use when exporting your data. The Customers and Carriers/ Drivers exports will output a list of your customers and carriers, respectively.

The two options on the bottom, Sales Summary and Sales Detail will output all of your loads, according to the filters you select. If you want all of your data you do not need to change anything.

The Sales Detail export will also include all stops, accessorials and commodities as separate line items. So you can export one load to take up multiple rows in the exported Excel file. The Sales Summary will only include the Origin and Final Destination instead of all stop. It also will not include any accessorials or commodities. Hence you can expect to see only one row per load. This is helpfull if you want to do calcualtions in Excel on your Sales and Cost of Sales data.

    • Related Articles

    • Header & Menu Bar: Overview

      Load Manager TMS System is designed to have a Menu Bar and your Company Logo at the top of your screen.  Here is an overview of what you will see:       1.  Company Logo At the center top of your screen will appear your company logo.  To upload your ...

    • How to use Load Manager TMS built in CRM feature

      With Load Manager, you have the power of a CRM right at your figure tips in a streamlined and straightforward-to-use layout: Track your and your team's calls to/from customers, carriers, and drivers. Customize tasks and note types for consistent data ...

    • Reports >> 1099

      Load Manager offer a reporting feature that is designed to create 1099s for your carriers or drivers. Using the information entered in your TMS this report will generate: 1099 forms as a PDF CSV spreadsheet listing 1099 data Check with your tax ...

    • Load Manager Integration QuickBooks Online

      Load Manager integrates with QuickBooks Desktop and QuickBooks Online. This Article will cover: How to Link QuickBooks with Load Manager How to Export Bills and Invoices to QuickBooks How to Undo the history of an Export to QuickBooks from Load ...

    • IFTA Filing

      To generate the report to data need to file an IFTA go to: Here is a video tutorial on how to use this feature: https://youtu.be/AH1AwmAVUzE