Would you like to take a closer look at your business and make informed choices to optimize your profitability or your transport budget ?
The reports allow you to draw conclusions from your operational results and to make the strategic decisions necessary to optimize your activity, both on your own and chartered activity.
Beta: New Reports Available:
🆕 New: Dashdoc provides you with a multitude of reports that allow you to manage your transport activity.
General overview of revenue, subcontracting reports, driver insights, vehicles...
Explore them !
The feature is still in beta testing.
Are you interested in being part of the beta testers?
How to Use the Reports Effectively?
Filter
Use filters to find the specific data you are looking for (e.g., by client, dates, labels, driver, etc.).
You can save views to quickly access your key indicators that help you manage your activity.
Find the details of the relevant transports
Unsure about the data being considered? Find the details of the relevant transports at the bottom of the screen.
The details of the transports displayed in the reports via the selected filters are available for export at the bottom of each screen. This allows you to easily see which transports have been taken into account.
Export Your Reports
For each report, you have the option to export the data in Excel, CSV, or PNG format.
What data are included in these reports?
These reports are based on your transport data. To calculate your invoiced turnover, you can use the billing reports, available in Reports > Billing.
Report data is updated automatically once a day
E.g.: if a distance or price changes, it will be taken into account the next day.
1- Data used:
Own transport : all transport is taken into account, whether simple or complex, as well as archived transport. Only cancelled, deleted and refused shipments are excluded. Use the filters to select shipments according to their status.
Turnover = Invoiced transport price - Purchase costs
Charter orders: only completed and simple orders (A→B) are taken into account.
Turnover = Invoiced price ? Final price? Agreed price?
2- Dividing turnover
In the case of transport using several means of transport, Dashdoc divides the turnover in proportion to kilometers.
Dashdoc uses the estimated distance of the shipment up to completion. The breakdown of turnover will then be updated using the actual distance (telematics feedback).
To access this data, go to the "Means" box in the transport details :
You can then access the breakdown details by clicking on "Modify" and hovering your mouse over the box.
You will then have two calculation options:
Pro rata calculation of kilometers, which will be done automatically on your transports with breaks.
If you don't like the automatic allocation, you can change it manually. The total of your manual allocation must equal 100%. Note that if the shipment is modified, the manual allocation will remain the same.
✅ You can always change the calculation mode at any stage of the journey.
Managing profitability and customer balance : What reports are available ?
Do you run your own transport operations and need to take a closer look at the cost and optimization of your transport management to get a clear view of your profitability?
1 - Manage your profitability
Dashdoc lets you generate the following reports:
Turnover
by driver / vehicle / trailer / type of transport (e.g. tipper activity)
Distance covered*
per driver / vehicle / trailer / transport type (e.g. tipper activity)
Sales per km
driver / vehicle / trailer / type of transport (e.g. tipper activity)
2 - Managing customer dependency
You work with a portfolio of customers, and their share of TO can vary.
To remain a healthy business and avoid putting yourself at risk, it's a good idea to keep an eye on your customer dependency!
Calculate :
Turnover per shipper
Distance traveled per shipper
Turnover per km and per shipper
3 - Managing your transport budget: What reports are available ?
Do you charter carriers and want to have a clear idea of how your transport budget is distributed ?
You can create reports to analyze your chartering activity.
You can analyze :
transportation costs
per chartered carrier
number of orders created
per chartered carrier
How to create a report?
In the "Reports", click "Create a customized report"
Name it in order to find it more easily later on
Choose to analyse your own transports or your chartered orders
Define the criteria and the segmentation of this report:
Turnover, Distance or Turnover per km for own transport --> by driver, license plate or label
Cost or number of orders for charters --> by haulier
Once the report is generated, you can customize it by filtering on 1 or more criteria, or by choosing the providers displayed...
Modify an existing report
► Find all your previously created reports from the "Report" menu.
► When you click on "View report", you can modify your criteria with the period (loading / delivery date), shipper and transport status filters. For your charter reports, filter according to origin / destination, period and vehicle type.
► You can choose whether or not to take fuel surcharges into account. To do so, select the calculation mode as below :
Not yet a customer? If you would like a demo and to try our solution, please let us know here: