Reports

The Reports Module in the Transporter Management System (TMS) provides insights into various aspects of transportation, execution, planning, and billing. Users can generate reports based on real-time data to analyze performance, track costs, and optimize logistics.

Accessing the Reports Module

1. Log in to the TMS portal.
2. Click on the Menu icon (☰) in the top-left corner.
3. Navigate to Reports from the sidebar.
4. Select the required report category and report type.

Available Reports

The Reports module is categorized into the following sections:

• Execution Reports
• Planning Reports
• Billing Reports

Execution Reports

1. Tracking Report

The Tracking Report provides an overview of load movements, including the current status, estimated arrival times, and deviations.

How to Generate the Tracking Report

1. Select Tracking Report under Execution Reports.
2. Apply filters for Date Range, Load ID, or Transporter.
3. Click Generate Report to view the report.

2. Overhead Report

The Overhead Report helps users track additional costs incurred during transportation, such as detention charges, penalties, or extra handling fees.

How to Generate the Overhead Report

1. Select Overhead Report under Execution Reports.
2. Choose the Date Range and Transporter.
3. Click Generate Report to retrieve the data.

Planning Reports

3. Planning vs Actual Report

The Planning vs Actual Report compares planned vs actual transportation execution, identifying discrepancies in scheduling, delivery, and resource utilization.

How to Generate the Planning vs Actual Report

1. Select Planning vs Actual Report under Planning Reports.
2. Choose the Date Range.
3. Select Planned vs Actual Execution Data.
4. Click Generate Report to analyze the results.

Billing Reports

4. Load Charges Report

The Load Charges Report provides a breakdown of transportation costs, including freight charges, fuel surcharges, and additional fees.

How to Generate the Load Charges Report

1. Select Load Charges Report under Billing Reports.
2. Apply filters for Date Range, Transporter, and Internal Facility.
3. Click Generate Report to obtain the cost details.

5. Invoice Report

The Invoice Report lists all generated invoices, including details such as invoice number, date, transporter, and amount.

How to Generate the Invoice Report

1. Select Invoice Report under Billing Reports.
2. Apply filters for Invoice Date, Transporter, and Status (Paid/Pending).
3. Click Generate Report to review invoice records.

6. Proposed vs System Charges Report

The Proposed vs System Charges Report provides a comparison between proposed charges and system-generated charges for load deliveries.

How to Generate the Proposed vs System Charges Report

1. Select Proposed vs System Charges Report under Billing Reports.
2. Choose the Load Delivered Date range.
3. Filter by Internal Facilities:

• All Internal Facilities
• Specific Internal Facility

Filter by Transporters:

• All Transporters
• Specific Transporter

4. Click Email Report to receive the report via email.