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Reports

Analyze your business performance with built-in reports covering income, deliveries, and driver activity.

Overview

UTX Freight includes a suite of reports accessible from the Reports section in the left menu. Each report focuses on a different aspect of your business:

  • Revenue reports — Daily Income, Sales per Month, Income by Customer, Income by Shipper
  • Operations reports — Delivery by Zone, Drivers Delivery Report, Order Sales / Profit
  • Accounting reports — Customer Reports (statements), Aged Receivables, AR Export

How to get there:

  • From the left menu, expand Reports and select a report.

Access & Permissions

Role Access
Admin / Manager Full access to all reports
Dispatch Driver Delivery Report only
Accountant Customer Reports, AR reports

Daily Income

Shows daily revenue broken down by income source. Use this report to see how much money came in on any given day.

How to use:

  1. Go to Reports > Daily Income.
  2. Select the date range to analyze.
  3. View the daily breakdown.

Sales per Month

Monthly revenue trends displayed over time. Useful for spotting seasonal patterns and tracking growth.

How to use:

  1. Go to Reports > Sales per Month.
  2. The report shows monthly totals.

Income by Customer

Revenue analysis grouped by customer company. See which customers generate the most income.

How to use:

  1. Go to Reports > Income by Customer.
  2. View the list of customers ranked by revenue.
  3. Click Export to download as CSV for further analysis.

Income by Shipper

Revenue analysis grouped by shipper (pickup client). Helps you understand which pickup locations drive the most business.

How to use:

  1. Go to Reports > Income by Shipper.
  2. View shippers ranked by revenue.

Delivery by Zone

Delivery count and revenue grouped by delivery zone. Useful for territory planning and route optimization.

How to use:

  1. Go to Reports > Delivery by Zone.
  2. View deliveries and revenue per zone.
  3. Toggle between chart and table views.

Order Sales / Profit

Detailed sales and profit breakdown per order. See the base rate, charges, and profit margin for each completed order.

How to use:

  1. Go to Reports > Order Sales / Profit.
  2. Filter by date range and company.
  3. Review individual order profitability.

Drivers Delivery Report

Track driver performance — number of deliveries, pickups, and legs completed per driver.

How to use:

  1. Go to Reports > Drivers Delivery Report.
  2. Select the date range.
  3. View each driver's delivery count and activity.

This report is also available to dispatchers.

Customer Reports

Manage and send customer statements of account. This is the hub for the automatic statements feature.

How to use:

  1. Go to Reports > Customer Reports.
  2. View each customer's balance and scheduled statement delivery day.
  3. Edit the Delivery Day column to set or change the automatic schedule.
  4. Click to save.

The Next Date column shows when the next automatic statement will be delivered.

For full details on setting up automatic statements, see Automatic Statements.

Aged Receivables (AR)

Two distinct AR reports help you track outstanding payments:

  • Performance AR Report — 12-month operational view with total income
  • Standard Aged Receivables — GAAP-compliant snapshot for accounting

For full details, see Aged Receivables.

AR Export

Generate and download aged receivables reports for external use:

  1. Go to Reports > AR Export.
  2. Select the Month and Year.
  3. Click Generate Report or Update Report.
  4. Download the data as an Excel file.

Regenerating

Clicking Regenerate overwrites any previously saved file for that month/year. Use this if you've updated invoices since the last generation.

FAQ / Troubleshooting

Report shows no data

Solution

Check the date range filter — make sure it covers the period you expect. Also verify that orders in that period have been completed and invoiced, as most reports pull from invoiced/completed order data.

Numbers don't match my accounting software

Solution

UTX Freight reports use the invoice date and order completion date for calculations. Your accounting software may use different date fields (payment date, posting date). Use the AR Export to download the raw data and reconcile.

Screenshots Needed

Screenshots to capture

  1. Reports menu — the expanded Reports section in the left sidebar showing all report names
  2. Daily Income report — showing a date range with daily figures
  3. Order Sales / Profit — showing order rows with rate, charges, and profit columns
  4. Customer Reports — showing the statement scheduling table with Delivery Day and Next Date columns
  5. Drivers Delivery Report — showing driver names with delivery counts