Quick View - Accessorial View

Main Link: Quick View – Accessorial View

How to Access This Dashboard: Starting from your main login screen mouse over the "Services" link at the top of the screen.  Then mouse over the "Reporting" link on the drop down menu and select "Reporting Queue".  There you can select your time frame to the left and complete the queued data request.  Not sure how to use this system? Click Here.  Once your data is queued and completed you can select the time frame to access your Reports.  This dashboard is called "Accessorial View".

Overview: Shows you a breakdown of Accessorials billed per the given date frame by carrier including volume and cost as well as a graphical overview.

Fields:

Client Name, Ship Watchers’ client name as in our network.

Carrier, Shipping carrier used to ship the shipment.

Inv. Date, The invoice date shown on the invoice at time of shipment.

Billed Acct, The shipping carrier account number billed for the shipment. 

Accessorial Type, Description of the accessorial being billed.

Volume, Total number of this accessorial for time period selected.

Charged, Total amount charged for this accessorial for time period selected.

Basic Accessorial Report (Tab)

Provides a table view of all details and provides export capabilities.

Accessorial Grid View (Tab)

Grid View will enable you to sort the results using different drop-down options.  Includes column header, grouping, and totaling options.

Exporting: You may click the “Export results” button to export either all records or by the pages. This button is located at the top of the left hand side.  Some pages have an Excel or Word Icon on the right hand side of the screen for exporting as selected.

Exporting Selected: You can check mark the shipments you wish to export. By clicking the button labeled “Export selected” will allow you to just export those results.

To Export (XLS, DOC, CSV, XML)

Searching: At any time use the main search field to search all data. This may take longer as this field searches all available fields. To do a search on one field in order to speed up your searching use the double arrows down next to the “pin” icon on the main search field. This will give you a list of available fields after you click the “Add Field” button that appears. You can then select the field you want to search and enter your criteria. This is a faster way of searching the data.

Advanced Search: You can select this tab at any time to search for specific fields in addition to the "Add Field" button.

Reminder: You can use the “Show options” button to put in statements for your criteria. (Example: Equals, Between, Not, Contains, etc.)