Report User Guides

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

HAE Customer Invoice Report

• ET Customer Invoice Details

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.