The default page upon login is the Dashboard – a quick overview of loads and recent activity:

1. Access the Dashboard at any time in the navigation sidebar.

2. Click on any of the statuses to filter the map view on the right.

3. Click the Map toggle button to switch between a list view and the map view.

4. Click on a specific icon on the map to view quick details for a load. From here, you can click View Route to see the location tracking or View Details to see the full load details.

5. The Last Activity section shows a feed of the most recently updated loads.

Use the Reporting screen to run custom reports:

1. Access Reporting on the navigation sidebar.

2. You can choose an existing Report Template that you have created previously.

3. Use the Filters to select the specific report parameters (dates, carriers, status, etc.)

4. Check or uncheck boxes to select or exclude specific fields in your report.

5. Click Send to email to generate the report in .csv format to a specified email.

Report Templates can be used to quickly run a report with previously specified filters and fields.

1. Click on the Report Template name to populate an existing template.

2. To save your current filter and field selections as a new template, click Save as New Template.

3. To change the name of a saved template, click Manage Templates.

Set the report parameters using the Filters section. To set the filter value, select/enter the appropriate information.

If you do not wish to filter the report for a particular value, leave that field blank.

Note: You can also run a report without filters and do the sorting/filtering in Excel.

1. Dates: Creation Date, Dispatch Date, Delivery Date

2. Status: New, Posted, Dispatched, Picked Up, Delivered, Archived

3. Search for Companies: If you are a user of multiple accounts, you can run reports for any combination of

those accounts.

4. Filter by Carrier: Only include loads associated with selected carrier(s) from your Carrier Network.

Leave blank to include all carriers.

5. Filter by Customer: Only include loads for a specific customer in your Contact Book.

6. Filter by Booking Agent: Only include loads created by a specific user(s) in your company.

7. Filter by Load Type: Standard Load (assigned to a carrier), Managed Order (Montway), Driveaway Load

Use the Fields section to choose the columns in your report.

1. Check a box to include the section or specific field as a column(s) in your report.

2. Uncheck a box for a section or field to exclude that column(s) in your report.

The report is immediately sent to the assigned email address from notifications@ship.cars. The report is attached to the email.

The downloaded report will include the columns and sorting that you defined in the app. If you prefer to (further) manipulate data in Excel, you can do so now.