The Summary Financial Report gives you a clear, high‑level view of how each truck is performing financially over time.
Use this report to quickly see revenue, costs, and profit by truck so you can make better decisions about pricing, utilization, and fleet performance.
What this report shows
The Summary Financial Report is focused on truck assets and answers questions like:
How profitable is each truck over a specific date range?
How do revenue and costs compare across trucks or fleets?
Which cost categories (fuel, tolls, maintenance, deductions) are driving profitability up or down?
Each row in the report represents a single truck for the selected time period.
Filters
Use filters at the top of the report to control which data you see.
Required
Date range: The report includes all trips and related financial activity (fuel, tolls, maintenance, deductions, etc.) within this date range.
Optional
Truck fleet – limit the report to one or more fleets.
Truck number – focus on a specific truck.
Key columns and definitions
These are the main columns you will see in the Summary Financial Report and what they mean.
Column | What it shows |
Toll Amount | Total toll expenses for the selected period for this truck. |
Fuel Amount | Total fuel expenses for this truck within the selected date range. |
Maintenance Expense | Total maintenance costs (repairs, services, etc.) tied to this truck. |
Deadhead % | The percentage of miles driven empty (no load) out of total miles. A higher percentage means more unproductive miles. |
Billable Accessorials | Total customer‑billable accessorial charges (for example: detention, layover, extra stops) for trips run by this truck. |
Driver Accessorials | Total accessorial payments made to drivers for trips on this truck. |
Driver Linehaul | Total linehaul paid to drivers (including owner‑operators when applicable) for loads on this truck. |
Rate Per Total Mile | Average revenue per total mile (loaded + empty). Calculated as total revenue divided by total miles. |
Rate Per Loaded Mile | Average revenue per loaded mile only. Calculated as total revenue divided by loaded miles. |
# of Trips | Total number of trips completed by this truck in the selected period. |
# of Loaded/Empty Trips | How many of those trips were revenue‑generating (loaded) versus non‑revenue (empty or repositioning). |
Trip Revenue | Total revenue from trips on this truck, including billable accessorials. |
Total Expenses | All expenses tied to trips on this truck, including driver pay, fuel, tolls, maintenance, deductions, reimbursements, credits, and certain fees. |
Gross Margin | Total revenue minus total expenses for this truck and period. This is the primary profitability metric. |
Additional cost and adjustment columns
Some columns provide more detail on costs and adjustments that affect profitability.
Deductions: Net deductions applied to this truck’s activity (can include positive or negative values depending on configuration).
Reimbursements: Total reimbursements related to this truck (for example, reimbursed driver or asset expenses).
Credits: Total credits applied to this truck (for example, adjustments or credits that reduce net expense).
These values roll up into Total Expenses and ultimately into Gross Margin.
How to use this report
Here are a few practical ways to use the Summary Financial Report:
Spot underperforming trucks: Sort by Gross Margin to see which trucks are least profitable and investigate whether it is due to low revenue, high costs, or high deadhead.
Compare fleets or segments: Filter by Truck fleet and compare Rate Per Loaded Mile and Gross Margin to understand which fleets, lanes, or business units are performing best.
Control cost drivers: Watch trends in Fuel Amount, Maintenance Expense, and Toll Amount over time to identify outliers and opportunities to reduce costs.
Optimize utilization: Look at Deadhead %, # of Trips, and Rate Per Total Mile together to see where better planning or routing could improve asset utilization.
Relationship to the Detailed Financial Report
The Summary Financial Report shows an aggregated, per‑truck view for a time period.
The Detailed Financial Report breaks the same information down into individual transactions and trips.
If you see something unusual in the Summary Financial Report (for example, a sudden drop in Gross Margin for a specific truck), you can use the Detailed Financial Report to drill into the underlying loads, miles, and transactions that explain the change.