Generating and Customizing Operational Reports - Trips & Loads
Alvys's Custom Reports provide powerful tools to analyze your operational data, specifically for Loads and Trips. These reports are highly customizable, allowing you to filter by extensive criteria, dynamically manage columns, and even import data for deeper, tailored analysis.
Summary: Custom Reports enable you to generate detailed insights into your Load and Trip data. You can access both "Loads Custom Report" and "Trips Custom Report," apply a wide range of filters to narrow down your results, customize which columns appear in your report, and even import loads data.
Accessing Custom Reports
You can access Custom Reports from the side navigation menu:
Click on "Reports":
In the left-hand side navigation panel, click on Reports.
Navigate to Operational Reports:
Under "Operational Reports," you will find "Trips Custom Report" and "Loads Custom Report."
Using the Trips Custom Report
The "Trips Custom Report" allows you to analyze individual trip segments.
Select "Trips Custom Report":
From the "Operational Reports" section, click on "Trips Custom Report."
This will open the Trips Custom Report page.
Apply Search Filters:
You will see various filtering fields at the top of the page.
Initial Filters include:
Customer
Carrier
Driver
Load Office (0:24)
More Search Criteria: Click the blue button to expand the filtering options. (0:43)
Additional fields include:
Load Status
Ship Date
Delivery Date
Invoice Date
Release Date
Dispatcher Name
Truck
Trailer
Invoice As
Date Dispatched
Customer Sales Agent
Include Historical Data: You can also check the box to "Include historical data."
Generate Report:
Once your desired criteria are selected, click the "Search" button.
The table at the bottom half of the page will display the results that match your filtered search criteria.
Customize Columns:
Similar to other tables in Alvys, you can:
Add new columns to your report.
Remove columns you don't need.
Rearrange the order of columns by dragging and dropping.
Switch to Loads Data:
You can easily tab between the "Trips" and "Loads" data from a tab located above the report table.
Using the Loads Custom Report
The "Loads Custom Report" allows you to analyze full load records.
Select "Loads Custom Report":
From the "Operational Reports" section (under "Reports" in the side navigation), click on "Loads Custom Report."
This will open the Loads Custom Report page.
Apply Filters:
Similar to the Trips Custom Report, initial filtering fields include:
Customer
Carrier
Driver
Load Office
Click the blue button to add additional search criteria:
Load Status
Ship Date
Delivery Date
Invoice Date
Release Date
Dispatcher
Truck
Trailer
Invoice As
Dispatch Date
Customer Sales Agent (2:48)
You also have the option to "Include historical data."
Generate Report:
Click the blue "Search" button to generate the report.
A table will appear at the bottom with your custom report for the loads.
Tabs for Report Views:
Above the report table, you will find tabs for "Loads," "Trips," and "Imported."
Import Data into Report (for analysis):
You can click the "Import" button.
This allows you to upload a document (e.g., a spreadsheet) to getdata into your custom report for analysis.
You will be provided the option to download a "Sample Load Format"
You will be prompted to select a "Subsidiary" before uploading your document.
Customize Columns:
Just like the Trips Custom Report, you can add, remove, or rearrange columns by clicking the "Columns" button.
Frequently Asked Questions (FAQ)
Q: What is the difference between "Trips Custom Report" and "Loads Custom Report"? A: The "Trips Custom Report" focuses on individual trip segments (e.g., a pickup leg or a delivery leg, especially if a load is split into multiple trips), providing granular details about each journey segment. The "Loads Custom Report" provides information about the entire load, consolidating data across all its associated trips.
Q: Can I save my custom report layouts or filter selections? A: This article focuses on generating ad-hoc reports. While you can customize columns and filters for each report generation, there is currently no direct "save layout" feature within Custom Reports for future re-use. You would need to re-apply your desired filters and column selections each time you generate the report.