Reports

Only people with the "Reports and profit" permission can open this screen. The owner and accountant have it by default; the owner can change this in Settings. See /help/settings.

Reports show totals per load. They never show receipts, pay statements or invoice lines.

Click one of the reports along the top:

• "Revenue by customer"

• "Driver performance"

• "Profit by truck"

• "Profit per load"

• "Lane profitability"

• "Monthly revenue"

• "Unbilled loads" (delivered, not billed yet)

• "Unpaid invoices"

"Last 6 months" at the top shows revenue and profit for each month.

Under "Filters", set "Pickup from" and "Pickup to", and pick a "Customer", "Driver", "Status" and "Group by" (none, customer, driver, truck, lane, month, equipment or trailer). Click "Show report".

With "No grouping (one row per load)", choose which "Columns" to show. Click a column heading to sort by it; click again to reverse.

The boxes show "Loads", "Revenue" (invoice totals where billed), "Rate / mile" and "Load profit" with the margin.

Load profit is the same everywhere in Tovarlo:

• start with the revenue (the invoice total once billed, else the rate plus extra charges)

• take off the driver pay for the load

• take off the expenses tied to the load

• take off the factoring fee, if the invoice was factored

• add back costs the company paid and took back from the driver on a pay statement that isn’t void (for example fuel charged to the driver). Advances and escrow aren’t counted.

Driver pay that’s not on a pay statement yet is estimated from the driver’s pay setup and marked with *.

Costs not tied to a load (insurance, parking, repairs on the truck and so on) are counted only when you group by truck or by month with no customer, driver or status filter. The report then says "Pay + expenses includes costs not tied to a load".

To keep a report you use often, type a name under "Save this report" and click "Save report". It shows up with the ready-made reports; click × to remove it.

Click "Copy for Excel" or "Copy as CSV" and paste the rows into Excel or Google Sheets.