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

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.