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The Loads Custom and Trips Custom reports are grid reports under Reports → Operational Reports. This article shows how to find columns, filter by date range and other fields, save a view, and export the results.

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Overview

The rebuilt Loads Custom and Trips Custom reports load your data as soon as you open them. There is no search form. Every filter from the old search form is now a column filter. Each report includes:
  • Key Metrics cards at the top: Total Miles, Customer Revenue, Carrier Rate, Total Carrier Cost, and Gross Margin. The cards follow your filters. Collapse them when you need more room.
  • Definitions. Hover the info icon on a metric to see how Alvys calculates it. Open the Columns panel to read the definition of each column.
  • Saved views for your filters, column order, and sort.
  • Export to Excel or CSV.
  • A Data as of stamp that shows when the report last refreshed.
The Trips Custom report also includes load-level columns. These reports are different from the Custom Reports module, which provides dashboards, visualizations, and scheduled delivery. Loads Custom and Trips Custom can’t be emailed on a schedule. To repeat a report, save it as a view, then open the view and export it. Synonyms: custom loads report, custom trips report, operational reports, RPM report, mileage report by driver, weekly invoiced loads report.

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Before you start

  • Some columns depend on your permissions. Customer accessorial columns in Loads Custom require the Billing permission. If a column is missing from the Columns panel, ask an Admin to check your permissions in Settings → Organization → Users.
  • For a limited time, you can open the previous layout by clicking Legacy Report in the top-right corner of the report.

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Open a report

  1. Go to Reports → Operational Reports.
  2. Click Loads Custom or Trips Custom.

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Add or hide columns

Many columns are hidden by default.
  1. Open the Columns panel on the right edge of the report.
  2. Type part of the column name in the search box, for example office or detention.
  3. Check a column to show it. Uncheck it to hide it.

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Customer accessorial columns

Loads Custom includes Customer Detention, Customer Lumpers, Customer Layover, and Customer Late Fees columns. They are hidden by default and only appear for users with the Billing permission. Add them from the Columns panel. On the Trips Custom report, driver-side accessorials such as detention and layover appear as one combined total, not as separate columns.

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Filter the report

You can filter from a column header or from the Filters panel.

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Filter from a column header

  1. Click the filter icon in the column header.
  2. Uncheck (Select All).
  3. Check the values you want, for example one office or one driver. You can also type a name in the search box and press Enter to keep only that value selected.

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Filter from the Filters panel

The Filters panel works even when the column is out of view.
  1. Open Filters on the right side of the report.
  2. Click Add Filter and choose a field.
  3. Set the condition and value.

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Filter by a date range

Date filters start as Equals, which matches a single day. Change the operator to filter a range.
  1. In the Filters panel, click Add Filter.
  2. Choose a date field, such as Scheduled Pickup Start (Ship Date), Delivery Date, or Invoice Date.
  3. Change Equals to Between. A second date box appears.
  4. Enter the start date in the first box and the end date in the second. Both dates are included.
Date filters also support before, after, equals, and not on.
Use one condition for a date range. Two Equals conditions on the same date field joined with AND return no rows, because no load has both dates. If the operator changes back to Equals, select Between again and re-enter the dates.

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Save a view

  1. Set up the columns, filters, and sort you want.
  2. Click + next to My view at the top of the report.
Switch between views in one click. Star a view to make it your default.

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Export the report

Open the ⋯ menu and export to Excel or CSV.

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Examples

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Weekly invoiced loads by office

  1. Open Loads Custom.
  2. In the Columns panel, add Office.
  3. Filter the Office column to your office.
  4. Filter Invoice Date with Between and enter the first and last day of the week.
  5. Save the setup as a view.

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Miles for one driver over a period

  1. Open Trips Custom.
  2. In Filters, add the driver filter, type the driver’s name, and press Enter.
  3. Add a date filter, such as Scheduled Pickup Start (Ship Date), and set it to Between your start and end dates.
  4. Add Loaded Miles or other mileage columns from the Columns panel.
  5. Export to Excel or CSV if you need to total or analyze the miles further.

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Troubleshooting

The report shows 0 rows after I add a date filter. Check that the date filter uses Between with a start and end date. Remove any second condition on the same date field. I can’t find a column I used in the legacy report. Search for it in the Columns panel. Many columns are hidden by default. If it still doesn’t appear, your user may not have the permission the column requires. I need the old layout. Click Legacy Report in the top-right corner of the report. It is available for a limited time.

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