Basic Reports

Overview of how to use the Basic Report function in LoadOps

 

Overview

This section provides basic reporting capabilities for the past period for the following categories: Driver, Customer, Tractor, Trailer, and Dispatcher. Data is updated and reflected in this section on a weekly basis

Within each section, you can filter on a specific entity, adjust the time period, and export the view to Excel. Additionally, each column header can be clicked to place the data in ascending or descending order.

Period Filter

Each report can be filtered by a specific time period. The time period reported defaults to the last 1 week but using the dropdown Period menu, you can also report against these ranges:

  • Last 1 weeks
  • Last 2 weeks
  • Last 1 month
  • Last 3 months
  • Last 1 year
  • Custom
Basic-1


Data Points

Here is a list of the data points associated with each report, along with a short description:

 # of Trips  The number of loads hauled by the driver in the selected time period
Clicking this number will direct you to the Loads page, where the details of each load can be reviewed (this navigation has not yet been applied to the Tractor and Trailer reports)
Total Revenue The total revenue for all loads
Total Trip Expenses This number is currently the same as the Load Driver Payments
We are working on adding dispatcher commission, reimbursements, and other expenses tied to the load, and will update this page once the other expenses have been linked
Net Income Gross Revenue minus Total Load Expenses
Trip Driver Payments The driver payment made for each load
Trip Miles Total loaded miles
Empty Miles Total origin deadhead miles
Average (Avg.) Revenue/Trip Mile The average revenue per loaded mile
Average (Avg.) Revenue/Total Mile The average revenue per total mile
Average (Avg.) Net/Trip Mile Average net revenue (total revenue – expenses) per loaded mile

 

Basic report - 2

 

Driver Report:

Driver selection

The driver section can be filtered by all drivers, a selection of drivers, or individual drivers.

Driver-1

Period

The time period reported defaults to the last 1 week but using the dropdown Period menu, you can also report against these ranges:

  • Last 1 weeks
  • Last 2 weeks
  • Last 1 month
  • Last 3 months
  • Last 1 year
  • Custom

Data Points:

Use this report to view the following metrics related to each of your Drivers:

  • Number (#) of Trips
  • Total Revenue
  • Total Trip Expenses
  • Net Income
  • Trip Driver Payments
  • Trip Miles
  • Empty Miles
  • Average (Avg.) Revenue/Trip Mile
  • Average (Avg.) Revenue/Total Mile
  • Average (Avg.) Net/Trip Mile

Driver-2-1

Team Drivers

If the load was assigned to a team, you will see the team listed with both names associated with that team. See the example below.

 

Customer

Customer Selection

The customer section can be filtered by all your customers, a selection of your customers, or individual customers.

Customer-1

Period

The time period reported defaults to the last 1 week but using the dropdown Period menu, you can also report against these ranges:

  • Last 1 weeks
  • Last 2 weeks
  • Last 1 month
  • Last 3 months
  • Last 1 year
  • Custom

Data Points

Use this report to view the following metrics related to each of your customers:

  • Number (#) of Load
  • Total Revenue
  • Total Load Expenses
  • Net Income
  • Loaded Miles

    Customer-2

 

Tractor and Trailer

These are separate reports within LoadOps. Since they are similar reports, we have outlined both reports within this section of the knowledge base.

Tractor and Trailer Selection

The tractor or trailer section can be filtered by all assets, a selection of assets, or individual assets.

Tractor-1-1

Period

The time period reported defaults to the last 1 week but using the dropdown Period menu, you can also report against these ranges:

  • Last 1 weeks
  • Last 2 weeks
  • Last 1 month
  • Last 3 months
  • Last 1 year
  • Custom

Data Points

Use this report to view the following metrics related to each of your tractors or trailers:

  • Number (#) of Loads
  • Gross Revenue
  • Total Load Expenses
  • Net Income
  • Loaded Miles

Tractor-2

 

Dispatcher

Dispatcher Selection

The Dispatcher section can be filtered by all your Dispatchers, a selection of your dispatchers, or individual Dispatchers.

Period

The time period reported defaults to the last 1 week but using the dropdown Period menu, you can also report against these ranges:

  • Last 1 weeks
  • Last 2 weeks
  • Last 1 month
  • Last 3 months
  • Last 1 year
  • Custom

Data Points

Use this report to view the following metrics related to each of your Dispatchers:

  • Number (#) of Trips
  • Total Revenue
  • Total Trip Expenses
  • Net Income
  • Trip Driver Payments
  • Trip Miles
  • Empty Miles
  • Average (Avg.) Revenue/Trip Mile
  • Average (Avg.) Revenue/Total Mile
  • Average (Avg.) Net/Trip Mile