Reports Overview: Available Report Tabs
Reports Overview: Available Report Tabs
Before You Use This Article
- Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
- Use this article when: you are working with billing, customer records, accounting, settlements, reports, or dashboard results inside the Load Manager account your company already uses.
- Use a different article when: you need document or dispatch direction for a specific company type; brokers should use Rate Confirmation Layout and Features, dispatch services should use Dispatch Report Overview for Dispatch Services, and trucking companies should use Dispatch Report Overview for Carriers and Trucking Companies. For full setup order, start with Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.
The Reports menu gives your team access to sales, accounting, settlement, export, dashboard, and commission reporting. The exact report tabs a user sees can depend on user permissions, company settings, and enabled integrations.
Screen cue: open Reports from the top navigation, then choose the report tab that matches the information you need to review.
Open Reports
- Log in to Load Manager.
- Click Reports in the top navigation.
- Select the report tab you want to review.
Common Report Tabs
| Report Tab | Use It For |
|---|---|
| Sales | Review sales totals and performance. |
| Sales Detail | Review more detailed sales activity. |
| Dashboard | Review a visual summary of business performance and load activity. |
| Aging | Review aging balances and receivables-related information. Use Export on the Aging report to download the Load Commission Aging Report in Excel, grouped by customer. |
| Export | Export report or load data when the user has export permission. |
| 1099 | Review annual carrier payment totals for 1099 reporting. |
| Driver Settlement Report | Review driver settlement information. |
| QuickBooks Export | Export accounting information to QuickBooks when QuickBooks integration is enabled. |
| Carrier Feedback | Review carrier feedback information when available for your company setup. |
| Invoices | Review invoice reporting information. |
| Commission | Review commission information when the commission report is enabled. |
| Carrier Quote | Review carrier quote reporting when available for your company type and permissions. |
Export the Aging Report
Use the Aging report export when you need the Load Commission Aging Report in Excel for customer aging review.
Screen cue: when exporting report data, review the selected date range, grouping, and export criteria before downloading files.
- Go to Reports.
- Open Aging.
- Choose the date range and report criteria.
- Click Export.
- Load Manager sets Group By to Customer for the export and downloads the Excel workbook. If the export includes more than one customer, the download may be packaged as a ZIP file containing separate customer files.
The workbook includes aging columns such as Current, Over 30, Over 60, Over 90, and Over 120.
Why a Report May Be Missing
A report tab may be hidden if the user's role does not include the required permission, if pricing information is hidden for the user, or if the related feature is not enabled for the company.
For example, QuickBooks Export appears only when QuickBooks integration is enabled and the user has QuickBooks access. Export depends on export permissions. Some reports may also be hidden for users with restricted sales-report access.
Dashboard Visibility
The Dashboard, Sales, and Sales Detail reports can be restricted for certain roles. If a user only sees assigned load activity, review that user's role permissions and linked profiles.
Best Practices
- Review user roles before assuming a report is missing for everyone.
- Use the Dashboard for a quick snapshot and the detail reports when you need line-level review.
- Confirm date filters and history settings before comparing report totals.
- Use export reports carefully, especially when sending data outside Load Manager.