The Accessorial Summary Details Report can be found within the reporting dashboard. The intent of this article is to explain the function of the report.
Purpose
The purpose of the Accessorial Summary Details Report is to provide quantitative data of charge frequencies.
How to generate report
Refer to guide: How to generate customer reports
This report can be exported by tapping the Export Data icon found within the Reports section on the left sidebar.
The following page will appear after tapping the Export Data icon found within the Reports section on the left sidebar.
Fields included within
- Charge Description
- Quantity
- Charge Frequency
- Net Amount
Schedule reports
The Accessorial Summary Details Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.