How to Build a Custom Report in CarrierOS AI
Custom reports are useful when your office needs a question answered that is not covered by a standard report. Follow the steps below to build a custom report in CarrierOS AI, then confirm the saved result before the office relies on it.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Build a custom report in CarrierOS AI: quick answer
Open Custom Reports, choose the data area, select fields and filters, preview the result, save the view, and export only after the data looks correct.
Before you start
- Know the question you want the report to answer.
- Choose a date range.
- Know which fields matter to the person reading it.
Step-by-step instructions
- From the left menu, open Reporting.
- Choose Custom Reports.
- Pick the data set or report type.
- Select fields and filters.
- Preview the rows.
- Remove columns that are not useful.
- Save the report if the team will reuse it.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Data area: Loads, invoices, drivers, trucks, customers, expenses, or another source.
- Fields: Columns included in the report.
- Filters: Rules that limit what appears.
- Preview: The result before saving or exporting.
- Saved view: A reusable report setup.
What happens next
After saving, use the custom report during weekly review or export it when the numbers are ready.
Common problems and fixes
- If the report is too wide, remove columns.
- If rows are missing, check filters.
- If numbers are wrong, check source load or expense data.
Tips for carrier offices
- Start with fewer columns.
- Name saved reports clearly.
- Build reports around decisions, not curiosity.
