Report User Guides: Difference between revisions
David.weller (talk | contribs) |
David.weller (talk | contribs) No edit summary |
||
| Line 29: | Line 29: | ||
=== Master Carrier Report === | === Master Carrier Report === | ||
* Revenue & Booking Overview | * [[Revenue & Booking Overview]] | ||
* Quotes | * [[Quotes]] | ||
* Sales Performance | * [[Sales Performance]] | ||
=== Datacair Non-Conformance Report === | === Datacair Non-Conformance Report === | ||
Revision as of 13:06, 15 August 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
Datacair Non-Conformance Report
- NCR Page
- Performance Page
- Root Cause Analysis (Resolved) Page
- Entity Breakdown Page
- NCR Report Analysis
HAE Customer Invoice Report
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.