Introduction
The Accounts reports section has the following reports available:
- Customer Master
- Carrier Master
- Carrier Master V2
Customer Master Report
Introduction
Filters and Selectors
Period Selector Filter: Allows you to select a specific date range and points to the customer's creation date. By default, the range is defined from the 1st day of the current month to the current day.
Shipper Filter: Allows you to select the shipper(s) for which you want to obtain the report. By default, it does not take any value.
Operations Manager Filter:
Sales Manager Filter:
Status Filter:
BAN Filter:
Results
The results show a detailed report with the following fields:
- Shipper/FleetRocket
- Type
- Date of creation
- Operations Manager
- Sales Manager
- Status
- BAN
- Billing entity
- Credit terms
The report can be exported to a spreadsheet or sent directly to the email address of the user running it.
Carrier Master Report
Introduction
Filters and Selectors
Period Selector Filter: Allows you to select a specific date range and points to the customer's creation date. By default, the range is defined from the 1st day of the current month to the current day.
Shipper Filter: Allows you to select the shipper(s) for which you want to obtain the report. By default, it does not take any value.
Operations Manager Filter:
Sales Manager Filter:
Status Filter:
BAN Filter:
Results
The results show a detailed report with the following fields:
- Name of Carrier
- Date of creation
- Country
- Sales Manager
- AR contact telephone number
- AR contact email
- Status
- BAN
The report can be exported to a spreadsheet or sent directly to the email address of the user running it.
Carrier Master Report V2
Introduction
Filters and Selectors
Period Selector Filter: Allows you to select a specific date range and points to the customer's creation date. By default, the range is defined from the 1st day of the current month to the current day.
Shipper Filter: Allows you to select the shipper(s) for which you want to obtain the report. By default, it does not take any value.
Operations Manager Filter:
Sales Manager Filter:
Status Filter:
BAN Filter:
Results
The results show a detailed report with the following fields:
- Name of Carrier
- Date of creation
- Country
- Status
- City
- Sales Manager
- Office contact number
- Office contact email address
- Follow-up contact phone number
- Follow-up contact email address
- CTPAT
- Dry box
- Platform
- Refrigerated box
- Status
- BAN
- Fleet Rocket Tracking
- MC number
- USDOT Number
- Fleet size
The report can be exported to a spreadsheet or sent directly to the email address of the user running it.