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  3. How to review the CAO Savings Report

How to review the CAO Savings Report

The CAO Savings Report provides full transparency on the savings secured by Share a Refund as a result of the Carrier Agreement Optimization Service. The intent of this article is to help you understand your CAO Savings Report in detail.

Savings Report format

The date range is specific to the dates on invoices.¬†The Savings Report consists of all invoices posted to the customer’s shipping account within the designated date range.¬†Invoices are recorded sequentially according to the date range.

Savings Report consists of three sections that include total, summary and details. As you look at the Savings Report, you can see the headings include both the invoice number and invoice total billed during the period. Each shipment billed to an invoice is listed under an invoice heading. It’s listed in order of the first charge observed for that shipment and incorporates all the debits and credits billed to that shipment.

Summary section

The summary section divides savings by charge type category.

Transportation charges

These charges are organized by service type (Ground Residential, Ground Commercial, Express, International, etc).

Non-transportation charges

The charges are organized by type (Surcharges, Fuel Surcharges, Accessorials, Other Surcharges). Savings are calculated in both the dollar amount and percentage.

Scheduled reports

The CAO Savings Report is just one of many reports that can be scheduled within your Share a Refund dashboard.

Details section

The savings details section lists savings by individual cost components.This gives you full transparency on the amount of savings realized down to the penny on any component charge.

Every cost component is listed as a line item. The headings for each column are divided and defined in three different forms.

Published charges

Published charges are the list rates determined by the current carrier service guide.

Old charges

Old charges are calculated by factoring in the component charges observed and the pricing agreement in place before the carrier agreement optimization process.

New charges

New charges are the dollar amount observed on carrier invoices billed during the selected date range.

Additional resources

Learn how to modify scheduled reports within your account

Updated on February 4, 2019

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