Report User Guides: Difference between revisions
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== User Guides == | == User Guides == | ||
=== | === M & W Booking Summary Dashboard === | ||
This report covers | This report covers | ||
* 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 | |||
=== Carrier Report === | |||
* Revenue & Booking Overview | |||
* Quotes | |||
* Sales Performance | |||
== Additional Information == | == Additional Information == | ||
* Reports may be updated periodically, so refer to the latest version of the guide for the most accurate details. | * 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 [https://helpdesk.dcbi.aero/ helpdesk]. | * If you encounter any discrepancies or require additional assistance, please reach out to the [https://helpdesk.dcbi.aero/ helpdesk]. | ||
Revision as of 15:41, 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
This report covers
- 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
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.