> ## Documentation Index
> Fetch the complete documentation index at: https://docs.alvys.com/llms.txt
> Use this file to discover all available pages before exploring further.

# May 2026 Releases

> May 2026 launched the new Reports and Dashboards experience, renamed Driver 1 and Driver 2 to Primary and Secondary Driver, and added a permission for viewing ACH details.

<Note>
  May 2026 brought the new Reports and Dashboards experience, clearer driver role labels across the whole application, a dedicated permission for ACH banking details, and a new Per Unit accessorial rate type.
</Note>

## Overview

May's biggest change was reporting: dashboards you can use as delivered, then filter, duplicate, and build on. Alongside it, two changes you will notice everywhere — driver roles are now labelled Primary and Secondary instead of Driver 1 and Driver 2, and ACH account and routing numbers are now masked unless a user has been granted permission to see them.

## Reporting & Insights (May 1)

### Reports and Dashboards, built into Alvys

Reporting now lives inside Alvys. Open **Reports** from the left navigation and select **Custom Reports** to find two dashboards ready to use on day one: an **Operational Dashboard** covering execution health, on-time performance, load flow and throughput, utilization, and an exceptions and risk panel; and a **Financial Dashboard** covering financial health, revenue and margin, lane and load profitability, customer profitability ranking, and financial exposure.

The delivered dashboards are a starting point rather than the whole feature. You can filter them down to a time period, customer, lane, driver, or business segment, drill into any KPI that needs explaining, duplicate a dashboard when your team needs its own variation, and build your own visualizations and metrics for questions the defaults do not answer.

**Worth knowing:**

* The delivered dashboards are visible to higher-level roles by default. They are not automatically shared with everyone — an admin shares them with the users or teams who need them.
* You can schedule a dashboard to arrive on a cadence, or set an alert on it, rather than remembering to check.
* Reporting is a paid add-on and became available to subscribing accounts on May 1.

**Learn more:** [Getting Started with Reports and Dashboards](/reporting/get-started/getting-started)

## Drivers (May 23)

### Driver 1 and Driver 2 are now Primary Driver and Secondary Driver

Driver role labels are consistent across Alvys. Wherever you previously saw **Driver 1** you now see **Primary Driver**, and **Driver 2** is now **Secondary Driver** — the lead driver responsible for the trip, and the co-driver supporting it. The workflow is unchanged; only the wording is clearer.

**Where you will see it:**

* Load boards and trip details, including the column headers you sort and filter by.
* Asset assignment forms, and the error message when the same driver is picked twice.
* Driver payment screens and rate management, so it is obvious which role a rate or payment belongs to.
* Dispatch Planner grid columns and menus, and driver profile pages.
* Driver and load filters, endorsements, event logs, and change history.

Customer-facing documents are deliberately untouched: invoices, exported reports, and rate confirmations still read "Driver 1" and "Driver 2", so nothing your customers receive changes format.

**Learn more:** [How to Set Up Assignment Preferences for Drivers](/help/assets-fleet/how-to-set-up-assignment-preferences-for-drivers)

## Companies, Contacts & Access (May 26)

* A new **View ACH Details** permission controls who can see ACH account and routing numbers, wherever they appear — driver details, carrier payment methods, and carrier packets. Without it, the numbers stay masked. It is enabled by default for the Admin and Partner Admin roles on new users; existing users needed it granted explicitly, and full enforcement began on June 8, 2026. Admins assign it from the Permissions section of the add-user or edit-user screen.

## Billing & Accounting (May 29)

* Accessorials support a new **Per Unit** rate type, joining Flat, Weight, Distance, Volume, and Time. Choose it in the accessorial type settings and the charge is the per-unit rate multiplied by the quantity entered — which is what you want for count-based charges such as extra stops billed at a rate per stop.

## Public API

Integrator-facing webhook and endpoint changes also shipped in May. Those are documented for developers in the [Alvys changelog](/changelog) rather than here.
