Start Exploring Your Data With Report Center
New Report Center features now available
For our clients, using Transware is about more than just monitoring the status of invoices and approving exceptions. Transware is a portal into their data, and a key piece of their freight spend control center.
Since its initial introduction, Report Center has been a really popular feature with our clients because of its intuitive interface, powerful engine, and fast results! Today, we build on that success and introduce the next iteration of Report Center with 2 major updates:
About Standard Reports
Standard Reports are a thoughtfully crafted selection of basic reports that we think will address most of your use cases, or will help you kickstart your data exploration for special requests!
Get started with one of the 14 Standard Reports available now, and customize them based on your unique requirements. Here are some Standard Reports that we think will be most popular:
|Processing Summary||Shows all of your invoices that VTM has received, but are unpaid (processing statuses like Processing, Funds Requested, Client Review, etc).|
|Payment History||Get a quick look at payments issued to your carriers with details like Payment Date and Payment Reference.|
|Funds Request Overview||Quickly find key information like the age, count of invoices, and pay amount for open or recently paid Funds Requests.|
|Shipment Details||A collection of the most commonly-requested and used fields in report requests in one place.|
All Standard Reports have been built with the Advanced Report Builder and contain Summary and Detail Views in the same report.
About the Advanced Report Builder
The Advanced Report Builder was built to handle more complex reporting requirements and offers some unique features like building 2-page reports with independent field selections (Summary and Detail Views) and the ability to group results on the Summary View. Here are some examples of what we mean:
Start selecting fields for your report by dragging from the Available Fields to the Rows, Columns, Values, or Filters panel. The fields you select to show on the Summary and Detail views will usually be different, but Filters are always applicable for both Summary and Detail views.
The fields you add to the Rows section will appear in on the left-hand side of your report like normal report fields.
Add a field to the Columns section to group results by. Only 1 field can be selected for the Columns section. If you try to add more than 1 field to the Columns section, the previously selected field will be replaced with your new selection.
Add fields to the Values section to show counts and totals for your Rows, grouped by the Column field.
When you are done building your report, run it by clicking the Get Data button.
Here is an example of what you would get back on the Summary view if you built a report with Carrier Code and Carrier Name in the Rows, Invoice Status in the Columns, and Pay Amount and Count of Invoices in the Values:
When you build your report with the Advanced Report Builder, both Summary and Detail Views get created and are returned for you to view in Report Center. To switch between the views, just select the view you want to see from the dropdown under the report title.
Transware is VTM’s cloud-based platform where shippers and their carriers can access many thoughtfully integrated solutions including Advanced Analytics, Ad-Hoc Reporting, Rating, Exception Resolution, and Invoice Search.
For more information about Transware or any of the content in this Transware Tip, please contact firstname.lastname@example.org or (630) 566-5708.
Virtual Transportation Management, Inc. (VTM) is a global, third-party provider of cloud-based transportation solutions, including pre-audit, payment, accounting, and custom reporting & analytics for all modes. Our clients have been leveraging VTM’s expert service and leading solutions to improve their spend visibility, decrease invoice processing cycle time, and improve their relationships with carriers since 1995.
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