What we covered:
Accessing Your Utilization Reports
Understanding Your Customer Activity Through Reporting Data
Leveraging Reports for Data-Driven Decision Making
Recent Releases
Q&A from the session:
Logixboard Utilization Reports
How do you access your reports in Box?
You should receive an invite when you sign up with Logixboard. If you missed it, feel free to email us at [email protected] to get set up. Once you activate your account and log into Box, you’ll see a folder with all of your reports.
How can you filter down the data validation report?
Overall, it depends on the needs of the customer and what you’re trying to look at. However, some of the main attributes include ETA, org code, shipment relation type, and transport mode.
Order Management Notes
When you create a booking from an order, what data will be prefilled?
Involved Party Information
Goods Description
Requested Delivery Date
Requested Cargo Ready Date
Incoterms
Will documents attached to the order sync to the booking?
Not at this time
Admin Created Views For Clients
Can you set different default views for different customers?
Not at this time