How to Use Custom Reports in CarrierOS AI
Custom Reports let users build focused report views from CarrierOS data without waiting for a new fixed report. The guide below explains the custom reports in CarrierOS AI workflow and what to verify before moving on.
Every carrier asks slightly different questions. Custom reports help you choose fields, filters, and layout for the question in front of you.
Custom reports in CarrierOS AI: quick answer
Use this page to complete the workflow on this screen. The sections below explain what each area does, when to use it, and what to check before moving to the next step.
What each section does
| Report builder | Choose the data area and columns to include. |
| Filters | Limit results by date, status, customer, driver, truck, or other available values. |
| Preview | Shows what the report will return before you rely on it. |
| Saved or exported results | Let you reuse or share the report when supported. |
How to use this page
- Choose the data source for your question.
- Pick only the columns you actually need.
- Apply filters before reading the results.
- Review the preview and export or save when it looks correct.
Helpful tips
- Start small, then add more columns only when needed.
- Use clear names for saved reports.
- If a custom report looks wrong, check the source records before changing the report.
