Report User Guides: Difference between revisions
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=== M & W Booking Summary Dashboard === | === M & W Booking Summary Dashboard === | ||
* [[Quote & Bookings Summary Dashboard]] | * [[Quote & Bookings Summary Dashboard]] | ||
* Quote & Bookings Summary Dashboard 2 | * [[Quote & Bookings Summary Dashboard 2]] | ||
* Teams Dashboard | * [[Teams Dashboard]] | ||
* Shipment Detail Report | * [[Shipment Detail Report]] | ||
* Pre-quote Report | * [[Pre-quote Report]] | ||
* Spot Rate Report | * [[Spot Rate Report]] | ||
=== M & W Automation Summary Dashboard === | === M & W Automation Summary Dashboard === | ||
Revision as of 13:42, 27 May 2025
Overview
This guide provides detailed instructions on how to navigate and understand various reports. Each report is broken down into individual pages, with a comprehensive explanation of the available filters, report elements, and the calculations used to generate the displayed data.
User Guides
M & W Booking Summary Dashboard
- Quote & Bookings Summary Dashboard
- Quote & Bookings Summary Dashboard 2
- Teams Dashboard
- Shipment Detail Report
- Pre-quote Report
- Spot Rate Report
M & W Automation Summary Dashboard
- Automation Booking (Weekly)
- Automation Booking (Monthly)
- Automation Booking Insights (Weekly)
- Automation Booking Insights (Monthly)
- Automation Sync Error Report
- Automated Progress Scraper Report
- Automated Invoice Payable Report
M & W Email Summary Dashboard
- Received Emails Report
- Sent Emails Report
- Email Category Report
Master Carrier Report
- Revenue & Booking Overview
- Quotes
- Sales Performance
Additional Information
- Reports may be updated periodically, so refer to the latest version of the guide for the most accurate details.
- If you encounter any discrepancies or require additional assistance, please reach out to the helpdesk.