Jump to content

Report User Guides: Difference between revisions

From PBI Reporting Wiki
Line 27: Line 27:
* Email Category Report
* Email Category Report


=== Carrier Report ===
=== Master Carrier Report ===


* Revenue & Booking Overview
* Revenue & Booking Overview

Revision as of 16:20, 13 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

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.