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.
- Best starting path: Start from Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services based on your company type.
- If this is not your setup: If this is not your company type, choose 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.
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. |
| 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. |
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.
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