Shipment Details LC Report

The Shipment Details LC Report is available within the reporting dashboard. The intent of this article is to explain the function of the report.

Purpose

The purpose of the Shipment Details LC Report is to detail cost savings from previously billed amounts (i.e. Expected, Old) vs recently billed amounts (i.e. Observed, New) with regards to parcel agreements.

How to generate the report

The steps below are the set up and run of the report.

Note: rolling averages that correspond to average weekly revenue amounts or revenue threshold amounts must be entered for the report to be generated. Check the how to enter the rolling averages article for additional information.

Getting started

  1. Open the dashboard as a Manager or Admin user type,
  2. Tap on Users on the left sidebar.
  3. Search for User by Name, Company, or global_id.
  4. Tap on the User, navigates to the Edit User page.
  5. Edit User Page, navigate to the Carrier Agreement Optimization card, specify the billing settings and Tap the Update button.
  6. Edit User Page, navigate to the Shipping Accounts Card, tap pencil icon on the right side of the target shipping account row to open the Edit Shipping Account.
  7. Edit Shipping Account, enable Carrier Agreement Optimization, specify date range and link the target agreements. Tip: create new agreement if not already exists in the system.
  8. Edit User Page, navigate to the Shipping Accounts Card, tap statements icon to open the Edit Shipping Account, (i.e. statements icon is next to pencil icon for each shipping account).
  9. Statements page, enter the Rolling Averages targeted and tap Update.

Run report

  1. Tap Reports on the left sidebar
  2. Select Shipment Details LC Report from the list.
  3. Select the target Shipping Account targeted.
  4. Tap Download.

Schedule reports

The Shipment Details LC Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.

Report contents

The report contains the following parts:

  • InvoiceID
  • Carrier
  • CarrierAccount
  • CarrierInvoiceID
  • ShipmentID
  • Reference1
  • Reference2
  • CarrierInvoiceDate
  • TransactionDate
  • DeliverDate
  • CostCenterGLCode
  • Service
  • CarrierRate
  • CarrierIncentive
  • Delta
  • Comments
  • TransactionType
  • Zone
  • Pieces
  • BilledWeight
  • ActualWeight
  • DimWeight
  • Dimensions
  • WeightType
  • WeightMode
  • ReturnService
  • Residential
  • EarlyAM
  • BillOption
  • DeclaredValue
  • OriginName
  • OriginCompany
  • OriginAddress1
  • OriginAddress2
  • OriginCity
  • OriginState
  • OriginZip
  • OriginCountry
  • DestinationName
  • DestinationCompany
  • DestinationAddress1
  • DestinationAddress2
  • DestinationCity
  • DestinationState
  • DestinationZip
  • DestinationCountry
  • ListRate
  • Old
  • New
  • Package Savings
  • GainShareFee
  • TransactionFee
  • OldDiscount
  • NewDiscount
  • OldFuelPercent
  • NewFuelPercent
  • OldAccessorialTotal
  • NewAccessorialTotal
  • OldFuelCharges
  • NewFuelCharges
  • Accessorial1
  • Accessorial1Amt
  • Accesorial1Calc
  • Accessorial2
  • Accessorial2Amt
  • Accesorial2Calc
  • Accessorial3
  • Accessorial3Amt
  • Accessorial3Calc
  • Accessorial4
  • Accessorial4Amt
  • Accessorial4Calc
  • Accessorial5
  • Accessorial5Amt
  • Accessorial5Calc
  • Accessorial6
  • Accessorial6Amt
  • Accessorial6Calc
  • Accessorial7
  • Accessorial7Amt
  • Accessorial7Calc
  • Accessorial8
  • Accessorial8Amt
  • Accessorial8Calc
  • Accessorial9
  • Accessorial9Amt
  • Accessorial9Calc
  • Accessorial10
  • Accessorial10Amt
  • Accessorial10Calc
  • Accessorial11
  • Accessorial11Amt
  • Accessorial11Calc
  • Accessorial12
  • Accessorial12Amt
  • Accessorial12Calc
  • Accessorial13
  • Accessorial13Amt
  • Accessorial13Calc
  • Accessorial14
  • Accessorial14Amt
  • Accessorial14Calc
  • Accessorial15
  • Accessorial15Amt
  • Accessorial15Calc
  • Direction
  • Cutback Code
  • DeptCode

Additional resources

All reports and analytics  

Updated on October 25, 2023

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