CAO Customers Missing Volume Report

The CAO Customers Missing Volume Report can be found within the Reporting Dashboard. The intent of this article is to explain the function of the report.

Purpose

The purpose of the CAO Customers Missing Volume Report is to display Carrier Optimization Agreement customers that are not showing all shipping volume in their dashboard. This could be due to a variety of reasons.

How to generate report

Refer to guide: How to generate customer reports  

This report can be exported by tapping the Export Data icon found within the Reports section on the left sidebar

The following page will appear after tapping the Export Data icon found within the Reports section on the left sidebar

Refer to guide: How to generate customer reports  

Admins and manager users

All reports across all accounts are merged into a single spreadsheet.

Fields included within

  • Shipping account ID
  • Carrier
  • Shipping Account name
  • Customer name
  • Last Week Statement Total
  • Week Prior Statement Total
  • CAO Start Date
  • CAO End Date
  • CAO Weeks Remaining
  • Last month CAO Invoice Amount
  • Total CAO Savings Delivered
  • Total CAO Invoice Amount

Schedule reports

The Customer Invoice Summary Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.

Additional resources

Updated on March 20, 2024

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