Reports & Documentation
A reporting-focused path for supervisors and admins to generate, validate, and share operational paperwork—turn day-to-day activity into clear printouts and reliable reports.
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Chapter 1 — Printouts
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Chapter 2 — Snapshot Reports
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Chapter 3 — Activity Reports
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Customer activity
Audit customer inventory movement for a period—run Customer Activity, interpret Opening/Receiving/Transfers/Shipping/Closing, and spot mismatches before billing or customer updates.
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Customer receiving & shipping
Produce a transaction log of inbound and outbound activity—run Customer Receiving and Shipping for a period, trace items by BOL, and identify missing finalization.
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Truck traffic
Track completed throughput—run Truck Traffic for a ship-date window, review Truck→Truck / Truck→Rail / Rail→Truck sections, and confirm each row has both receiving and shipping documents.
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Chapter 4 — Invoicing Reports
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Customer invoicing detail
Generate the primary billing detail for a storage period—review Opening/Receiving/Shipping/Closing/Transfers, interpret Days in Inventory, and reconcile totals before invoicing.
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Rail invoicing
Invoice rail-received inventory only—run Rail Invoicing for a period, interpret railcar and pull identifiers, and interpret an item’s Days in Inventory field.
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Truck invoicing
Invoice truck-received inventory only—run Truck Invoicing for a period, reconcile section totals, and interpret Days In Inventory in shipped-item summaries when used for billing.
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What You'll Learn
Generate the right operational printouts
Create and print the most common documents (e.g., schedule item paperwork, shipping documents) so the yard and office stay aligned.
Pull and interpret standard reports
Run day-to-day operational reports and understand what each metric is telling you—so you can answer questions fast.
Share results with team members
Package and distribute reports and documentation in a consistent way so supervisors, customer service, and carriers are working from the same facts.
Validate data and identify discrepancies
Spot common reporting issues, trace them back to source activity, and reconcile mismatches with audit history and supporting records.