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How do I generate a Profit by Customer Detail report in the Envase TMS?

  • Click on Reports from the left navigation menu
  • Next, click on Profit by Customer Detail
  • From the Customer field, you can either select one customer or leave the field blank to view a detailed report from all customers
  • For the Order TypeOrigin, and Destination fields, they can either be filled in, or left blank to pull all orders and locations
  • Next, select a Date Option from the dropdown menu
  • Once you've selected a date option, fill in the Start Date and End Date fields
  • Click on Confirm to generate the Profit by Customer Detail report
    • This report will show you a detailed view of your revenue and expenses grouped by customer name