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Days to pay report

The Days to pay report in Turvo analytics gives insight into the average number of days to pay for your customers and carriers. Using these reports, you can view the overall days to pay average for customer and carrier accounts, the overall days since delivery without payment average for customer and carrier accounts, and any pending payments so you can leverage the data into your workflows.

The workbook is made up of four tabs with the following reports available on each tab:

To the right of the page, you can filter the reports using different criteria such as Date type, Account name, and Shipment status to further narrow your data results. Updating the filter requirements in this section will impact all the reports on the page.

To remove any applied filters and go back to the standard report view, click Revert at the top right corner of the page.

Days to pay summary

Customer and Carrier days to pay

The Customer days to pay and Carrier days to pay reports show the average days to pay for those customers and carriers that have already completed their payments, over a designated period of time.

Hovering over a bar in the graph displays a pop-out with information about the data entry including the Account type of the customer, when payment was completed, the average days to pay after the invoice date, and the shipment volume of that account.

Clicking on a bar in the graph displays the same information, but also gives you the options to Keep Only that information in the graph or Exclude the information from the graph. You’ll also see a link to view the shipment details of that account.

To view the Customer or Carrier days to pay information displayed on the bar graph in a chart, click the Avg. Days to pay after invoice date along the y axis of the bar graph and then click the pop-out chart icon that appears:

You can do the same by clicking the dates along the x axis of the bar graph:

Clicking the (+) or (-) sign that appear in the pop-out icon or to the left of the graph’s x axis will update the dates displayed. Clicking (+) will show more detailed date information, such as the days to pay average by day or week. Clicking (-) will show a more broad date view, such as the days to pay average by month or quarter.

Customer and Carrier days to pay - breakdowns

The Customer and Carrier days to pay - breakdown reports give you a more detailed view of the information displayed in the Customer and Carrier days to pay reports.

Each report breaks down the information by Account name, the Shipment volume performed by that account, the Total payment amount made to your organization by that account, and their Avg. Days to pay after invoice date. This information is particularly useful for recognizing which of your partners are prompt in paying their invoices so you can work with them more often.

Clicking an account in the chart filters the other reports in the Days to pay summary tab to show only those results. It also prompts a pop-out window displaying the number of entries linked to that account, as well as the sum of their measured values.

To further filter your results, you can also choose to Keep only (view only that account), Exclude (view all accounts except the selected), Sort in descending order, sort in ascending order, and view the account’s data in chart form from the pop-out.

Pending payment summary

Customer and Carrier avg days since delivery without payment

The Customer avg days since delivery without payment and Carrier avg days since delivery without payment reports show bar graph data of the average number days that have passed since a delivery was made without payment for your customers and carriers, over a designated period of time.

Like with the days to pay reports available on the Days to pay summary tab, hovering over a bar in the graph shows the details of that entry including the Account type of the customer, the date range of the data shown, the total cost of the outstanding payments, and the shipment volume of the selected date.

Clicking on a bar in the graph filters the information shown in the other reports available in the Pending payment summary tab, as well as gives you the options to further filter the report by Keep Only (keep only the selected info in the graph) or Exclude (keep all info except the selected bar) the information from the graph. There’s also a link to view the shipment details of the selected bar.

Protip: Like with the Days to pay reports, you can view the data shown in the bar graph in a chart by clicking the x or y axis and clicking the chart icon. Clicking the (+) or (-) available on the chart will also update the dates shown on the graph.

Customer and Carrier pending payments

The Customer pending payments and Carrier pending payments reports give you a detailed view of those partners that have outstanding invoice payments, all in one place.

Each report breaks down the information by Account name, the Shipment volume of that account, Current balance, Avg. Days to pay after delivery, and Avg. Days to pay after due date. This can be helpful in recognizing which partners have a higher or lower average day to pay and help your organization make better decisions in who to work with in the future.

Clicking an account in the chart filters the other reports in the Pending payment summary tab to show only those results. It also prompts a pop-out window displaying the number of entries linked to that account, as well as the sum of their measured values.

To further filter your results, you can also choose to Keep only (view only that account), Exclude (view all accounts except the selected), Sort in descending order, sort in ascending order, and view the account’s data in chart form from the pop-out.

Shipment details summary

Shipment details - customer and Shipment details - carrier

The reports available in the Shipment details summary - customer and Shipment details summary - carrier tabs give specific information about each shipment included in the Days to pay and Pending payment summary tabs.

Each report breaks down the shipment information by Shipment number, Shipment origin city/state, Shipment destination city/state, Account name, Account type, Selected date, Account payment completed date, the account’s Current balance, and Total payment amount. If you need to view specific shipment information, click on a line item to navigate to the shipment in Turvo.

Protip: Selecting the See shipment details option from the pop-out menu will filter the reports to show only the details of that account.

 

 

 

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