The Carriers card in Turvo Reports provides views of carrier-focused details for your shipments in Turvo and allows you to review details on lanes and assets.
This article covers the information summarized in each report on the Carriers card and the column and filter options available for each report:
To learn more about other categories in Turvo Reports, see our articles on:
- Turvo Reports - Shipments
- Turvo Reports - Billing
- Turvo Reports - Commissions
- Turvo Reports - Customers
- Turvo Reports - Reference IDs
Note: Some categories and some reports within each category may not be available on your tenant, depending on your current configuration.
Important note: All reports in the Carriers card require an applied filter to show results in the Summary card, and the GENERATE REPORT function must be used to view individual results. For instructions on how to use the filter functions to create reports, see our Turvo Reports at a glance article.
Carrier summary
The Carrier summary report displays the shipment volume, carrier pay, net revenue, and other carrier metrics. Results are displayed by the carrier, but shipment dates are a required parameter for the applied filter, meaning that:
- Only carriers with shipments that have pickup/delivery appointment dates that fall between the dates input in the Date range filter option will be shown, and;
- Only the shipments for that carrier that fill within the indicated date range will be counted in the results.
Summary card for the Carrier Summary report
The Summary card for this report displays the following data for shipments found in the most recently applied filter:
- A/P: The total amount of outstanding payment owed to the carrier(s), across all shipments. This is calculated once every 24 hours, and is not affected by the applied filter.
- Net revenue: The total net revenue for the shipments associated with the carrier(s) that match the applied filter.
- Carrier: The number of carriers that match the applied filter.
- Carrier pay: The total amount that has been paid to the carrier(s) for the shipments that match the applied filter.
- Shipments: The total number of the shipments associated with the carrier(s) that match the applied filter.
Information included in the Carrier Summary report
The report considers the following information for each carrier, all of which are available as columns in the report’s list view:
|
Carrier - The carrier being summarized. |
Carrier Status - Indicates if the carrier is Active or Inactive. |
Shipments - The total number of shipments handled by the carrier within the date range. |
|
Carrier pay - Amount paid to the carrier to date for the shipments within the date range. |
Net revenue - Net revenue for the shipments using the carrier within the date range. |
A/P - Amount billed by the carrier for the shipments within the date range. |
|
Last shipment - Date of most recent shipment. |
Tenure - Number of days since first shipment. |
Account creator - User that created the carrier’s account in your tenant. |
|
Created date - Date the carrier’s account was created in your tenant. |
Filtering for the Carrier Summary report
The Carrier Summary report offers the following filter options to review the data on your carriers:
- Date range: Use the Pickup/Delivery toggle and fields to filter for carriers associated with shipments with a pickup or delivery appointment date that falls within the indicated date range.
- Use the default Custom selection in the drop-down and then enter a beginning and end date, or;
- Use the drop-down to select from the following options to automatically input dates:
- Today
- Past week
- This week
- Next week
- Past month
- This month
- Next month
- Important note: You must apply the Date range filter options for the report to function.
- Create date: Use this date range filter to find carriers whose accounts were created on your tenant within the indicated date range.
- The fields in this filter option work the same as the Date range filter listed above.
- Note: To get results using this filter, the carrier account must have been created between the dates indicated in the Create date fields and the carrier must have had shipments with pickup or delivery appointment dates within the dates indicated in Date range.
- Groups: Use this filter to see carriers with shipments that are associated with the selected group(s). Type in a group name and select from the matching results shown below.
- Multiple groups can be included in the filter.
- Leave this field blank to include all groups.
- Shipment Status: Use the Is/Is not toggle and drop-down to select and filter for carriers with shipments that are, or are not, in one of the selected statuses.
- Multiple statuses can be included in the filter.
- Leave this field blank to include all statuses.
- Carrier Status: Use the drop-down to select and filter for carriers with one or more of the selected account status(es).
- Leave this field blank to include all statuses.
- Carrier: Use this filter to see shipments handled by the selected carrier. Type in a carrier account’s name and select from the matching results shown below.
- Only one carrier account can be added to the filter.
- Leave this field blank to include all carriers.
- Account creator: Use this filter to include carrier accounts that were created by a specific user on your tenant.
- Only one user account can be added to the filter.
- Leave this field blank to include all carriers, regardless of the account creator.
Lane History
The Lane History report shows a detailed breakdown of the history of all shipment lanes. Results are displayed by shipment, meaning that shipments that are in the same lane will be displayed as separate results.
A date range is required in your filter parameters, but recommend filtering by Origin and/or Destination to find all shipments in a specific lane, or by Date range to see all lanes covered in a specific time frame.
Note: There is no Summary card for the Lane History report. Apply a filter and click the GENERATE REPORT button to view results. The only total displayed at the bottom of the created report is the total number of items found.
Information included in the Lane History report
The report considers the following information for each shipment, all of which are available as columns in the report’s list view:
|
Shipment ID - The Turvo shipment ID. |
Carrier - The shipment’s carrier. |
Pickup - The pickup appointment date of the shipment. |
|
Delivery - The delivery appointment date of the shipment. |
Origin - First pickup location of the shipment. |
Destination - Final delivery location of the shipment. |
|
Equipment needed - Equipment type needed to complete the shipment. |
Customer freight costs - Total amount of freight costs billed to the customer. |
Customer accessorial costs - Total amount of accessorial costs billed to the customer. |
|
Carrier freight costs - Total amount of freight costs billed by the carrier. |
Carrier accessorial costs - Total amount of accessorial costs billed by the carrier. |
Carrier contact emails - Email address for the Contact account associated with the carrier profile in your tenant. |
|
Account Owner - User who manages the shipment’s customer account. |
Carrier fuel costs - Total fuel costs billed by the carrier. |
Carrier pay - Total amount billed by the carrier. |
|
Status - Status of the shipment. |
Customer - The shipment’s customer. |
Carrier other costs - Total amount of other cost types billed by the carrier. |
|
Carrier discounts - Total amount of discounts to the carrier bill. |
Customer contact emails - Email address for the Contact account associated with the customer profile in your tenant. |
Total distance - Total distance in the shipment route. |
|
Customer fuel costs - Total amount of fuel costs billed to the customer. |
Customer other costs - Total amount of other cost types billed to the customer. |
Customer discounts - Total amount of discounts added to the customer’s bill. |
|
Carrier contact names - Name(s) of carrier’s contact(s). |
Customer contact names - Name(s) of customer’s contact(s). |
Customer emails - The email address listed in the customer’s profile in your tenant. |
|
Carrier emails - The email address listed in the carrier’s profile in your tenant. |
Customer PO - Customer Purchase Order number. |
LTL Mode - Indicates if the shipment’s mode is LTL (True/False). |
Filtering for the Lane History report
The Lane History report offers the following filter options to review the data on your carriers:
- Date range: Use the Pickup/Delivery toggle and fields to filter for shipments with a pickup or delivery appointment date that falls within the indicated date range.
- Use the default Custom selection in the drop-down and then enter a beginning and end date that are no more than 180 days apart, or;
- Use the drop-down to select from the following options to automatically input dates:
- Today
- Past week
- This week
- Next week
- Past month
- This month
- Next month
- Important note: You must apply the Date range filter options for the report to function.
- Groups: Use this filter to see shipments that are associated with the selected group(s). Type in a group name and select from the matching results shown below.
- Multiple groups can be included in the filter.
- Leave this field blank to include all groups.
- Status: Use the Is/Is not toggle and drop-down to select and filter for shipments that are, or are not, in one of the selected statuses.
- Multiple statuses can be included in the filter.
- Leave this field blank to include all statuses.
- Equipment needed: Use the drop-down to select and filter shipments by one or more of the selected equipment type(s).
- Leave this field blank to include all statuses.
- Tags: Use this filter to find shipments associated with specific tags. Type in a tag’s name and select from the matching results shown below.
- Multiple tags can be included in the filter.
- Leave this field blank to include all tags.
- Account Owner: Use this filter to see shipments associated with the selected customer account owner. Type in an account owner’s name and select from the matching results shown below.
- Only one account owner can be added to the filter.
- Leave this field blank to include all account owners.
- Customer: Use this filter to see shipments for the selected customer. Type in a customer account’s name and select from the matching results shown below.
- Only one customer account can be added to the filter.
- Leave this field blank to include all customers.
- Carrier: Use this filter to see shipments handled by the selected carrier. Type in a carrier account’s name and select from the matching results shown below.
- Only one carrier account can be added to the filter.
- Leave this field blank to include all carriers.
- Origin: Use this filter to see shipments with the specified origin (first pickup) location. Type in the origin location’s name and select from the match results shown below.
- Only one origin location can be included in the filter.
- Leave this field blank to include all origin locations or use the Search radius to include all origin locations within a certain distance of the selected origin location.
- Search radius (mi): The search radius represents how many miles from the chosen location an origin can be in order to display in the filtered results. For example, if the chosen Origin is Sunnyvale, CA, and the Search radius (mi) is 100 miles, then all shipments with origin locations within 100 miles of Sunnyvale will be shown. This field only appears once an origin location has been populated.
- Destination: Use this filter to see shipments with the specified destination (final delivery) location. Type in the destination location’s name and select from the match results shown below.
- Only one destination location can be included in the filter.
- Leave this field blank to include all destination locations or use the Search radius to include all destination locations within a certain distance of the selected destination location.
- Search radius (mi): The search radius represents how many miles from the chosen location the destination can be in order to display in the filtered results. For example, if the chosen Destination is Sunnyvale, CA, and the Search radius (mi) is 100 miles, then all shipments with destination locations within 100 miles of Sunnyvale will be shown. This field only appears once a destination location has been populated.
Asset Summary
The Asset Summary report summarizes the carrier assets that are assigned to shipments within the indicated date range. Results are displayed by asset.
Summary card for the Asset Summary report
The Summary card for this report displays the following data for shipments found in the most recently applied filter:
- Carrier pay: The total amount paid to the carriers that own the assets.
- Net revenue: The total net revenue for the shipments associated with the assets that match the applied filter.
- Shipments: The total number of the shipments associated with the assets that match the applied filter.
Information included in the Asset Summary report
The report considers the following information for each asset, all of which are available as columns in the report’s list view:
|
VIN Number - VIN number for the asset. |
Asset Number - The Turvo asset number for the equipment. |
Carrier - The carrier associated with the asset. |
|
Shipments - Total shipments associated with the asset. |
Carrier pay - Total billed by the carrier for shipments associated with the asset. |
Net revenue - Total revenue from shipments associated with the asset. |
|
Current Location - Current location of the asset. |
Last Updated Time - The time the asset’s tracking information was updated. |
Movement Status - Indicates whether the asset is traveling or not. |
Filtering for the Asset Summary report
The Asset summary report offers the following filter options to review the data on your carriers:
- Date range: Use the Pickup/Delivery toggle and fields to filter for assets assigned to shipments with a pickup or delivery appointment date that falls within the indicated date range.
- Use the default Custom selection in the drop-down and then enter a beginning and end date that are no more than 180 days apart, or;
- Use the drop-down to select from the following options to automatically input dates:
- Today
- Past week
- This week
- Next week
- Past month
- This month
- Next month
- Important note: You must apply the Date range filter options for the report to function.
- Groups: Use this filter to see assets assigned to shipments that are associated with the selected group(s). Type in a group name and select from the matching results shown below.
- Multiple groups can be included in the filter.
- Leave this field blank to include all groups.
- Status: Use the Is/Is not toggle and the drop-down to select and filter for assets assigned to shipments that are, or are not, in one of the selected statuses.
- Multiple statuses can be selected.
- Leave this field blank to include all statuses.
- Asset number: Use this filter to see assets with a specific asset number. Type in an asset number and select from the matching results shown below.
- Only one asset number can be added to the filter.
- Leave this field blank to include all account owners.
- Carrier: Use this filter to see assets used for shipments handled by the selected carrier. Type in a carrier account’s name and select from the matching results shown below.
- Only one carrier account can be added to the filter.
- Leave this field blank to include all carriers.
- Tags: Use this filter to find assets associated with shipments that have specific tags. Type in a tag’s name and select from the matching results shown below.
- Multiple tags can be included in the filter.
- Leave this field blank to include all tags.
- Truck: Use this filter to see specific assets. Type in an VIN number, asset number, or license number and select from the matching results shown below.
- Only one selection can be added to the filter.
- Leave this field blank to include all assets.
- Movement status: Use this filter to see assets that currently have a specific movement status (Moving, etc.).
- Only one movement status can be included in the filter.
- Leave this field blank to include all movement statuses.
- Show only trackable shipments: Use this checkbox to indicate that only assets assigned to shipments with a tracking method should be included in the filter results.
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