How to Use Reports in CarrierOS AI
Reports in CarrierOS AI help owners and managers understand revenue, lanes, performance, and operational patterns across the business.
Reports are only useful when the underlying records are clean. Loads, invoices, drivers, trucks, and documents all feed reporting, so this page turns daily work into business insight.
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 types | Choose revenue, lane, performance, or custom reporting views. |
| Date filters | Limit the report to the period you want to measure. |
| Summary totals | Show high-level numbers before you inspect details. |
| Export or drill-down | Use the report to investigate specific loads, lanes, or customers. |
How to use this page
- Pick the report that matches the business question.
- Set the date range before reading totals.
- Review the summary first, then inspect details when something looks unusual.
- Use exports only after filters and columns are correct.
Helpful tips
- Use the same date logic each month so reports compare fairly.
- Investigate outliers instead of changing report numbers manually.
- Keep load and invoice records clean to improve report accuracy.
