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Article: Search & Reports (Hitch Shippers)

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Table of Contents

Order Definitions

  • S-Order (Shipper Order) – Order placed in RunBuggy Hitch to ship vehicles – Vehicle(s) can be put on a single truck or split into multiple trucks. Each Shipper Order can contain one or many Transportation Orders.  
  • TH-Order (Transporter Order) - a 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)

 

Orders Configurations and Reports

  • Under Orders, there are 2 types of configurations and 6 reports based on S-Status.
    • Configurations
      • Card Configuration 
      • Grid Configuration  

Card vs grid view button.png

  • Orders Reports
    • Draft
    • Placed
    • Completed
    • Need Attention
    • Canceled
    • All 
  • Within both configurations, there are 2 types of Views
    • List View – Data only 
    • Dual View – Data and map 

RB MP Orders Dual Card view.png

 

Card Configuration

RB MP Orders Card view.png

  • Sorting, searching and filtering in Card Configuration is much more limited than Grid Configuration.
    • Search: See the Orders Report Types section for Card search parameters for each report tab.
      • Easiest to search for very specific information (Address, VIN, etc.). 
    • Sort: Shippers can organize cards by Creation Date, Status, and Reference Number.  This setting is VERY IMPORTANT. Card Configuration is sorted by Creation Date by default, so it may appear that orders are missing from each “Status” section until you change how it is sorted.

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    • 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.” 

RB MP Orders Card view order details.png

 

Grid Configuration

RB MP Orders grid view.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.

RB MP shipper order columns filters.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 Orders, 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.

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  • “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.   
     
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  • Default table settings are defined by your company’s 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 S-Reference Number. You can close the quick view by clicking the arrow again.

RB MP shipper order details arrow.png

  • For a more detailed view, click the blue paper icon at the left of the row, then “Order Details.”

Orders Report Types

Draft

  • Includes all orders with the S-Status "Draft Created." 
    • Grid View: Shows and can search all Draft orders for all time.
    • Card View: Shows and can search all Draft orders for all time.

Placed

  • Includes all orders that have ever been created but not completed.
    • Grid View: Shows and can search all open orders.
    • Card View: Shows and can search all open orders.

Completed

  • Includes all orders with the S-Status "Completed."
    • Grid View: Use date selector at top to view and search all Completed orders in daily, weekly, monthly or 3-month increments. You must have the correct date range selected to view your desired search results.
    • Card View: Shows and can search all Completed orders for all time.

Need Attention

  • Includes all orders with the S-Status "On Hold."
  • Grid View: Shows and can search all “On Hold” orders.
  • Card View: Shows and can search all “On Hold” orders.

Canceled

  • Includes all orders with the S-Status “Canceled.” 
    • Grid View: Shows and can search all Canceled orders for all time.
    • Card View: Shows and can search all Canceled orders for all time. 

All

  • Grid View: Use date selector at top to view and search all orders in daily, weekly, monthly or 3-month increments. You must have the correct date range selected to view your desired search results.
  • Card View: Shows and can search all orders ever created.

 

VINs (Administrator Views)

  • Some VINs appear multiple times because they have been on multiple transports.
  • Within VINs, like Orders, 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 “S-Order Status” and this will group all the VINs by S-Status.

    RB MP Shipper VINs row group.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.
  • “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.

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  • Default table settings are defined by your company’s 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:
      • Accepted
      • Approved
      • Assigned
      • Available
      • Created
      • Claimed
      • Draft Created
      • Arrived
      • Error
      • Picked Up
      • Planning
      • Provided ETA Dropoff
      • Ready
      • Rejected
      • Signature Pick up
      • Unclaimed
      • Unloaded
  • In Transit
    • Includes all VINs with Vehicle Order Statuses:
      • Arrived
      • Picked Up
      • Planning
      • Provided ETA Dropoff
      • Rejected
      • Signature Pick up
      • Unloaded
  • Complete 
    • Includes all VINs with Vehicle Order Status "Completed."
  • Error
    • Includes all VINs with Vehicle Order Status "Draft" and "Error." 
  • Canceled
    • Shows all canceled orders in the past 2 weeks.  
  • All
    • Includes all VINs with all Vehicle Order Statuses.

Reports

Charges

RB MP shipper Charges report.png

  • 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 (Charge ID, Payment Company, Payment Type, Status, T-Reference Number, Pickup Address, Dropoff Address, VIN, Shipper Order Number). Select an option, type a filter value and then click Apply. 
  • You can also Sort by the same options, available at the middle right.
  • “Export Data” will download ALL information in the report you’re viewing, even if you haven’t scrolled to load it yet.
  • Click the black paper icon to the left of an order to view/download the receipt.
  • 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 Charges.

Invoices

The Invoices report is only available for Hitch Company Admins, and must be turned on in Company Configuration settings to be visible.

  • Click the black paper icon to the left of an order to view/download the invoice.
  • You can set your own specific date range at the top left.  
  • You can only filter by the options available at the top right. Select an option, type a filter value and then click Apply. 
  • You can also Sort by the options available at the middle right.
  • “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 Invoices.

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