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Article: Search & Reports (Hitch Transporters)

  • Updated

Table of Contents

 

Order Definitions

  • S-Order – request to move vehicles - Can be put on a single truck or multiple trucks. Each Shipper order can contain one or many Transportation orders. 
  • T-Order - whole load on a truck (can combine vehicles from different Shipper Orders). Each Transporter order can contain one or many Vehicle Transfer orders.
  • V-Order – a single vehicle (each VIN/Vehicle will have its own order number) 

 

 

*Please note: Available features may vary for each company’s instance. Please contact your RunBuggy representative with questions about your company’s access to features (Example: a tab in reports that you can’t currently see).

 

Transportations Configurations and Reports

Hitch Search and Reports 1.png

  • Under Transportations, there are 2 types of configurations and 9 reports based on T-Status. 
    • Configurations 
      • Card Configuration 
      • Grid Configuration 

Screenshot 2023-10-11 125923.png

  • Transportations Reports 
    • All Active 
    • Ready 
    • Assigned 
    • Marketplace Orders 
    • Unassigned 
    • On Hold 
    • Completed 
    • Canceled 
    • All   
  • Within both configurations, there are 2 types of Views 
    • List View – Data only 
    • Dual View – Data and map  

Hitch Search and Reports 2.png

 

Card Configuration

Hitch Search and Reports 3.png

  • Sorting, searching and filtering in Card Configuration is much more limited than Grid Configuration. 
    • Search: See the Transportations Report Types section for Card search parameters for each report tab.
      • Easiest to search for very specific information (Company name, Payer name, Address, VIN, etc.).
    • Sort: Organize cards by various settings, depending on user type and report type. This setting is VERY IMPORTANT. It may appear that orders are missing from each “Status” section until you change how it is sorted. 
      • Transporter Admins:
        • Available
          • Featured (default)
          • Best Rate per Mile
          • Highest Payout
          • Closest Pick Up Location
          • Shortest Order Distance
          • Longest Order Distance
        •  Unassigned
          • Oldest Claimed (default)
          • Recently Claimed
        • Assigned
          • ETA (default)
          • Driver
          • Order Status
          • Oldest Claimed
          • Recently Claimed
        • Completed
          • Recently Completed (default)
        • All
          • Order Status (default)
          • Oldest Claimed
          • Recently Claimed
      • Drivers:
        • Assigned
          • ETA
          • Order Status
          • Oldest Claimed
          • Recently Claimed
        • Completed 
          • Recently Completed (default)
        • All
          • Order Status (default)
          • Oldest Claimed
          • Recently Claimed
    • Arrow button: sort newest to oldest or oldest to newest 
  • View an order’s details in Card Configuration by clicking the ID number at the top left, or click the 3 dots menu at the top right then “Order Details.” You can also Modify, Cancel, Unclaim, Assign to Driver, etc. from this menu depending on the order’s current status.  

Hitch Search and Reports 4.png

 

Grid Configuration

Hitch Search and Reports 5.png

  • “Search by any parameter” at the top left searches the table information. 
    • To search within a specific column, you MUST first click the header for that column. If you don’t click the column you want, it will search against ALL columns viewable in the table.   
  • “Search” within the Columns and Filters tabs on the right searches for columns and filters you can add to your table. 

Screenshot 2023-10-11 120536.png

  • Columns you add to the table will automatically be added at the far right. You can drag columns to reorganize them.    
  • To use a Filter, make a selection and then click “Apply.”   
  • Each column can also be searched/filtered by clicking the menu (3 horizontal lines) at the top right of each column.  
  • Within Transportations, you can also group your report by clicking a column header and dragging it to the grey bar at the top (“Drag here to set row groups”). For example, you could drag the header for “T-Status” and this will group all the orders by status.

Screenshot 2023-10-13 164345 2.png

  • Search is based on the companies selected at the top right. If you do not select any company, it will search ALL companies.   

Hitch Search and Reports 6.png

  • “Refresh” at the top right loads new info/orders that may have been added while viewing your table. Your current settings will remain in place.        

Screenshot 2023-10-11 121824.png

  • Default table settings are defined by your company’s View Config Admin. Users can modify their tables (adding/removing/moving columns, etc.) but those changes are only for YOUR account. Click the “Reset Table Settings” button at the top right to view your company’s default table settings. If the Reset button is greyed out, you are already viewing the default settings.  
  • “Export Data” will download ALL information in the report you’re viewing, even if you haven’t scrolled to load it yet.  
  • For a quick view of an order’s details, click the little arrow next to the order’s T-Reference Number. You can close the quick view by clicking the arrow again.

Hitch Search and Reports 7.png

 

Hitch Search and Reports 8.png

  • For a more detailed view, click the blue paper icon at the left of the row, then “Order Details.” You can also Modify, Cancel, Unclaim, Assign to Driver, Put On Hold, Assign to Marketplace, etc. from this menu depending on the order’s current status.  

order details.png

 

Transportations Report Types

  • All Active 
    • Includes the following T-Statuses: 
      • Available 
      • Accepted 
      • Arrived 
      • Assigned 
      • Marketplace Available 
      • Marketplace Claimed 
      • Provided ETA Dropoff 
      • Claimed 
      • Vehicles Delivered 
      • Vehicles Picked-up 
      • Signature Picked-Up 
      • Under Review 
    • Grid View: Shows and can search all orders (with the above statuses) for all time.
    • Card View: Shows and can search all orders (with the above statuses) for all time.

  • Ready 
    • Includes all orders with the T-Status Available.
      • Grid View: Shows and can search all Available orders for all time.
      • Card View: Shows and can search all Available orders for all time.

  • Assigned 
    • Includes the following T-Statuses: 
      • Accepted 
      • Arrived 
      • Assigned 
      • Provided ETA Dropoff 
      • Vehicles Delivered 
      • Vehicles Picked-up 
      • Signature Picked-Up 
    • Grid View: Shows and can search all orders (with the above statuses) for all time.
    • Card View: Shows and can search all orders (with the above statuses) for all time.

  • Marketplace Orders 
    • Includes all orders with the T-Status Marketplace Available, Marketplace Claimed and Completed on Marketplace.  
      • Grid View: Shows and can search all Marketplace orders for all time.
      • Card View: Shows and can search all Marketplace orders for all time.

  • Unassigned 
    • Includes all orders that are Claimed but Unassigned.
      • Grid View: Shows and can search all Claimed orders for all time.
      • Card View: Shows and can search all Claimed orders for all time.

  • On Hold 
    • Includes all orders with the T-Status On Hold or Under Review.
      • Grid View: Shows and can search all On Hold or Under Review orders for all time.
      • Card View: Shows and can search all On Hold or Under Review orders for all time.

  • Completed 
    • Grid View: Use date selector at top to view and search Completed orders in daily, weekly or monthly increments. You must have the correct date range selected to view your desired search results.
    • Card View: Shows and can search orders created/completed within 30 days. 

  • Canceled 
    • Grid View: Shows and can search orders canceled within 90 days.
    • Card View: Shows and can search orders canceled within 90 days.  

  • All 
    • Grid View: Use date selector at top to view and search all orders in daily, weekly or monthly increments. You must have the correct date range selected to view your desired search results.
    • Card View: Shows and can search all orders created within 30 days. 

 

Tasks

  • Task reports do not have default settings from the company’s View Config Admin. Each user’s task settings can be different.
  • Within Tasks, similar to Transportations, you can add columns and filters using the buttons at the far right. Each column can also be searched/filtered by clicking the menu (3 horizontal lines) at the top right of each column.  
  • Within Tasks, you can also group your report by clicking a column header and dragging it to the grey bar at the top (“Drag here to set row groups”). For example, you could drag the header for “V-PICKUP NAME” and this will group all the orders being picked up at each location.

Screenshot 2023-10-13 103717.png

  • Click the eyeball icon to the left of each order to open the task log and view or modify order details, tasks, status, notes, post to AutoIMS, etc.

Hitch Search and Reports 10.png

  • Once you click the eyeball icon to open a task log, you can also click the “Order Details” button at the top left to open a third window that shows and allows you to edit Order Details.

Hitch Search and Reports 11.png

  • For Tasks, the blue dots to the left of each order indicate if a task has been viewed by anyone or not. Blue dot = viewed, no blue dot = not viewed. There is no way to reset the blue dot.
  • To export tasks, right click in the table and click “Export.” This report only downloads tasks that are LOADED on the current table you’re viewing. To download more tasks, scroll down on the table so they load.

 

VINs

  • Some VINs appear multiple times because they have been on multiple transports.
  • Within VINs, like Transportations, you can add columns and filters using the buttons at the far right. Each column can also be searched/filtered by clicking the menu (3 horizontal lines) at the top right of each column.  
  • Within VINs, you can also group your report by clicking a column header and dragging it to the grey bar at the top (“Drag here to set row groups”). For example, you could drag the header for “Status” and this will group all the VINs by Status.

Screenshot 2023-10-13 112541.png

  • “Search by any parameter” at the top left searches the table information. 
    • To search within a specific column, you MUST first click the header for that column. If you don’t click the column you want, it will search against ALL columns viewable in the table. 
  • “Search” within the Columns and Filters tabs on the right searches for columns and filters you can add to your table. What does Apply Grid Filter do?
  • Difference between amount or orders in All Active Transportations and All Active VINs views: All Active VINs is based on Vehicle Order Status, Transportations is based on T-status.

Screenshot 2023-10-11 121824.png

  • “Refresh” at the top right loads new info/orders that may have been added while viewing your table. Your current settings will remain in place.        
  • Default table settings are defined by your company’s View Config Admin. Users can modify their tables (adding/removing/moving columns, etc.) but those changes are only for YOUR account. Click the “Reset Table Settings” button at the top right to view your company’s default table settings. If the Reset button is greyed out, you are already viewing the default settings.
  • “Export Data” will download ALL information in the report you’re viewing, even if you haven’t scrolled to load it yet.  

 

VINs Report Types

  • All Active
    • Includes all VINs with Vehicle Order Statuses:
      • Available
      • Claimed
      • Planning
      • Assigned
      • Draft
      • Unclaimed
      • Picked Up
      • Accepted
      • Driver Arrived
      • Signature on Pickup
      • Provided ETA Dropoff
      • Ready
      • Unloaded
  • Planning
    • Includes all VINs with Vehicle Order Status Planning.

  • Placed
    • Includes all VINs with Vehicle Order Statuses:
      • Available
      • Claimed
      • Unclaimed
      • Assigned
      • Accepted

  • In Transit
    • Includes all VINs with Vehicle Order Statuses:
      • Planning        
      • Picked Up
      • Driver Arrived
      • Signature on PickUp
      • Provided ETA Dropoff
      • Unloaded

  • Complete
    • Includes all VINs with Vehicle Order Statuses:
      • Complete
      • Delivered
    • Shows all orders in the past 2 weeks.

  • Canceled
    • Shows all canceled orders in the past 2 weeks.

 

Reports (Payouts)

  • Different than all other reports.
    • You can set your own specific date range at the top left.
    • You can only filter by the options available at the top right (VIN, T-Reference Number, Paid To, Paid By, Status, and Auction). Select an option, type a filter value and then click Apply.
    • You can Sort by the options available at the middle right (Payout Date, VIN, T-Reference Number, Paid To, Paid By, Amount, Status, Auction). This selection should update the table automatically.

Hitch Search and Reports 12.png

  • “Export Data” will download ALL information in the report you’re viewing, even if you haven’t scrolled to load it yet.  
  • If you make a selection and the table doesn’t load properly, try clicking Apply at the top right or go to a different tab in the left column and then go back to Payouts.
  • Click the blue TH number in the Vehicles column to view and modify order details (add an internal log, change payout, post to AutoIMS, etc.)

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