Keeping a finger on the pulse of your business is crucial to being successful, and Turvo has a built-in tool to help do just that. From calculating net revenue on any given day to viewing a detailed breakdown of specific carrier relationships, the Reports page houses a wealth of important insights and features for every organization.
This article covers:
- Locating Reports in Turvo
- Reports category cards
- Report summary view
- Summary card
- View the report
- Updating the filter
- Viewing more details about items in the report
Locating Reports in Turvo
To locate the reports, hover over the navigation tab on the left of the screen and select Reports. From the Reports page, there are several cards, each representing a category of reports to choose from.
Note: The following cards may not appear in your organization's Reports tab. Contact your Turvo representative to learn more about any of the resources below.
Reports category cards
The cards in Reports each represent a category of reporting. To learn more about the categories of report represented by each card, as well as the uses and options for each report, see the articles listed below:
- Turvo Reports - Shipments
- Turvo Reports - Billing
- Turvo Reports - Carriers
- Turvo Reports - Commissions
- Turvo Reports - Customers
- Turvo Reports - Reference IDs
Important note: The categories and reports available in your tenant will depend on your tenant’s configuration.
Selecting reports available to different user roles
Users with Admin-level permissions and above can manage which reports custom user roles have access to.
When creating a custom role in Admin Console > Roles & Permissions > Roles, use the Reports segment to toggle permissions for the role on a per-report basis.
Note: The Reports access for standard roles cannot be changed, but you are able to review the permissions for each role.
See our Create and manage users article to learn more about managing user roles and permissions.
Report summary view
After selecting a report, in order to reduce load times and improve the user experience, most reports provide a Summary card, which utilizes the most recently applied filter to provide a quick view of the data. Clicking the GENERATE REPORT button below will create a new report where you can see all of the resulting data in detail.
Note: If no filter is applied to the report, the Summary card will not appear. An error message will appear at the bottom of the page that states, “Required filter is missing.”
The Summary card shows the results of the most recently applied filter using current data (not the data at the time the filter was last applied). Most users report utilizing the same filter for a report frequently, so the Summary card is a handy snapshot of data you might need without running a new report in full. The details shown will depend on the report you are viewing.
Note: Some reports will only include a total number of results found by the applied filter in the Summary card, while others have no Summary card at all.
View the report
To view the report’s results within Turvo, select Create a full report and then click the CREATE REPORT button. A list view will appear below the Summary and Create report cards, showing all results that match the applied filter.
Publish the report to a .xls file
Turvo offers a standard Download button on all pages with a list view. For reports, this button is available only after clicking GENERATE REPORT. You can then click the Download button to receive the report as a Microsoft Excel .xls spreadsheet file.
Updating the filter to view different data
While the basic filter functions found throughout Turvo still apply in Reports, there are some extra steps to keep in mind.
Important note: Many Turvo Reports results are limited to a 90-day or 180-day range. You can adjust report filters to retrieve any 90 or 180 days of data, regardless of how long ago they occurred. If the start and end date of the entered date range exceed these limits, a message will appear at the bottom of the screen.
- To create a new filter or update an existing filter on the report, you have the option to:
- Click the Filter icon on the bread crumb bar to update the applied filter;
- Click My Filters to select an existing filter saved filter or create a new filter; or
- Click on the applied filter criteria shown below the bread crumb bar.
- The report’s filter options will appear.
- In the filter menu, select the options you want to filter the report by. The fields available in the filter will depend on the report you are viewing and will display any currently applied criteria in that filter.
- Once all the fields you wish to filter by are populated with the correct parameters, click APPLY.
Protip: See our Using filters to quickly find information article to learn more about the functionality of different types of filter options, such as date ranges or fields with an Is/Is not toggle.
- After clicking APPLY in the filter options, the report’s Summary card will update with new information based on your filter’s result. The full list of results that match the filter will not be displayed on the page immediately.
- To see the full list of results for the new filter, click GENERATE REPORT.
Protip: Like any other page in Turvo, you can save your filter for the report using the Save as… button in the filter menu. If you’ve customized the columns shown in the list view, these changes will be saved with the filter.
Viewing more details about items in the report
Some fields within reports provide options for viewing more information about the results found by the applied filter. The way information is displayed may vary depending on the type of information.
For reports where results include a Shipment ID field in list view, hover over the row for that shipment. The text in the Shipment ID field will change from black to blue. Moving the cursor directly over the field will highlight the border of the field in blue. Clicking the field will open the selected shipment in your browser.
If you are viewing a report that lists results by invoice, where applicable, clicking anywhere in a row will open a pane on the right side of the list view. You can use this pain to review the invoice data, manage payments, and upload documents for the invoice.
Additionally, the text for the Invoice # field within various reports will be displayed in blue, indicating that you can click this field to download a PDF of the invoice document.