The FreightNX Reports module gives you visibility into shipment performance, quotation success, billing, cancellations, vendor cost, and job profitability. These reports help management and operations teams analyze logistics efficiency, spot trends, and make data-driven decisions. Every report can be filtered by multiple parameters and downloaded as an Excel file for further analysis.

Available Reports

FreightNX offers seven standard reports:

• Shipment Performance — Track shipment progress, booking, and delivery performance.
• Quotation Conversion & Success — Measure quotation-to-booking success rates and conversion performance.
• Customer Billing & Receivable — Analyze invoices, billing status, and receivables by customer and transport mode.
• Cancelled Invoices — Review invoices that were cancelled after issue, by customer and trade lane.
• Vendor Payable & Cost Tracking — Monitor vendor payments, costs, and payables against shipments.
• Job Profitability — Review overall profitability by shipment, customer, vendor, or sales representative.
• Available Shipments for Invoicing — Find shipments that are ready to be billed but do not have an invoice yet.

1. Shipment Performance

This report gives visibility into shipment progress, delivery timelines, and performance by consignor, agent, or destination. You can filter results by:

• Shipment Type
• Consignor
• Agent
• Origin
• Destination
• Status
• Operating Unit
• Date Range
• Service
• Transport Mode
• Trade Type

2. Quotation Conversion & Success

This report helps you analyze how many quotations were successfully converted into confirmed bookings. Filters include:

• Sales Representative
• Customer
• Transport Mode
• Business Model
• Date Range

3. Customer Billing & Receivable

Analyze all invoices issued to customers and their receivable status. Filters include:

• Customer
• Trade Type
• Transport Mode
• Invoice Type (Sales Invoice / Proforma Invoice)
• Operating Unit
• Date Range

4. Cancelled Invoices

Review invoices that were cancelled after they were issued, so billing and finance teams can track write-offs and reissue corrected invoices where needed. Filters include:

• Customer
• Trade Type
• Transport Mode
• Operating Unit
• Date Range

5. Vendor Payable & Cost Tracking

This report gives a detailed view of vendor invoices, payment status, and the job costs associated with them. Filters include:

• Vendor
• Transport Mode
• Invoice Type
• Operating Unit
• Date Range

6. Job Profitability

Evaluate profit margins for each job by comparing billed and incurred costs. Filters include:

• Customer
• Vendor
• Transport Mode
• Operating Unit
• Date Range
• Service
• Shipment Type
• Shipment Category
• Sales Representative

7. Available Shipments for Invoicing

Find shipments that are ready to be billed but don't have an invoice created yet, so billing teams can close the gap between completed shipments and issued invoices. Filters include:

• Date Range
• Consignor
• Operating Unit
• Trade Type
• Transport Mode
• Shipment Type
• Service

Exporting Reports

All FreightNX reports can be exported for offline analysis:

1. Click Generate after applying your filters.
2. Once the data is displayed, click Download at the top-right corner.
3. The report downloads in .xlsx (Excel) format.
4. Open the file directly in Excel to run further calculations or share it with your team.