Reports¶
TruLoad provides a comprehensive set of reports for commercial weighing operations. All reports support date-range filtering, station selection, and export to PDF or CSV.
Available Reports¶
1. Daily Weighing Summary¶
Overview of all transactions for a selected date, grouped by shift.
| Metric | Description |
|---|---|
| Total transactions | Count of completed weighing transactions |
| Total net weight | Sum of all net weights (tonnes) |
| Average net weight | Mean net weight per transaction |
| Vehicles weighed | Distinct vehicle count |
| Pending transactions | Open transactions awaiting a second pass or a reweigh |
2. Tonnage by Cargo Type¶
Breakdown of total net weight by commodity over a selected period.
- Bar chart visualization by cargo type
- Drill-down to individual transactions
- Useful for inventory reconciliation and procurement planning
3. Tonnage by Transporter¶
Net weight totals grouped by transporter/hauler for a selected period.
- Supports billing reconciliation
- Compares actual vs. contracted volumes
- Exportable for accounts payable/receivable
4. Vehicle Utilization¶
Per-vehicle statistics over a selected period:
- Number of trips
- Total net weight carried
- Average payload per trip
- Payload efficiency (actual vs. vehicle capacity)
5. Tare Verification¶
Status of stored tare weights across the fleet:
- Vehicles with valid stored tare
- Vehicles with expiring tare (within 14 days)
- Vehicles with expired tare
- Tare drift alerts (measured vs. stored variance)
6. Quality Deductions¶
Summary of all quality deductions applied over a selected period:
- Deductions by type (moisture, foreign matter, grade)
- Deductions by cargo type
- Total weight deducted vs. total gross weight
- Trend analysis (increasing/decreasing deduction rates)
7. Shift Performance¶
Operator and shift-level statistics:
- Transactions per operator per shift
- Average processing time (gate-to-gate)
- Void/adjustment rate per operator
- Scale utilization (active capture time vs. shift duration)
8. Transaction Audit Log¶
Detailed log of all actions taken on weighing transactions:
- Weight captures, edits, voids, and adjustments
- Tare approvals and overrides
- Manual weight entries
- Filtered by user, date, or transaction reference
9. Pending Transactions¶
List of all open transactions awaiting their second pass or a reweigh (see Reweighs and Multiple Capture Passes):
- Age of pending transaction (hours/days)
- Vehicle and transporter details
- Assigned operator
- Useful for end-of-day reconciliation
10. Monthly Reconciliation¶
Comprehensive month-end summary:
- Total transactions and tonnage
- Revenue by cargo type (if pricing is configured)
- Comparison with previous month
- Anomaly summary (voids, adjustments, tare overrides)
- Designed for finance and management sign-off
Additional Reports¶
Beyond the 10 core reports above, the catalog also includes a few extra report types that don't map 1:1 to the list above:
- Tonnage by Route: net weight totals grouped by origin/destination pair, using the Origin/Destination configured on each transaction. Enabled automatically once you've set up Origins/Destinations.
- Weight Discrepancy, Commercial Revenue, Throughput, Driver Productivity: supplementary breakdowns available in the report catalog. Use the Reports screen's own catalog listing to see the current field-level detail for each.
All reports support PDF, CSV, and XLSX export.
Generating Reports¶
- Navigate to Reports from the main menu.
- Select the type from the dropdown.
- Set the date range, station, and any additional filters.
- Click Generate.
- Review on screen.
- Click Export PDF for formal distribution or Export CSV for data analysis.
Scheduled delivery
Ask your platform administrator to configure automated delivery. Daily summaries and monthly reconciliation can be emailed to designated recipients on a schedule.
Access by Role¶
Each report type is only visible to roles with sufficient access. The report catalog itself is filtered per caller, so a role that can't see a given report won't see it listed at all, not just blocked from generating it.
Role names
The table below uses generic role labels for readability. TruLoad's actual seeded commercial roles are Commercial Weighing Manager (roughly Admin), Commercial Supervisor (roughly Supervisor), Commercial Weighing Operator (roughly Operator), Commercial Finance (roughly Finance), and Commercial Auditor (read-only access to every report, including Transaction Audit Log). Permissions in TruLoad are fully configurable per tenant, so the table reflects the recommended default, not a hardcoded restriction.
| Type | Operator | Supervisor | Finance | Admin |
|---|---|---|---|---|
| Daily Weighing Summary | ||||
| Tonnage by Cargo Type | ||||
| Tonnage by Transporter | ||||
| Tonnage by Route | ||||
| Vehicle Utilization | ||||
| Tare Verification | ||||
| Quality Deductions | ||||
| Shift Performance | ||||
| Transaction Audit Log | ||||
| Pending Transactions | ||||
| Monthly Reconciliation |
Vertical gating (in addition to role)¶
Catalog visibility is also filtered by the organisation's classified vertical, on top of the
role-based gating above. A report type can optionally carry an allowed-vertical list, checked
against the vertical key in the organisation's MetadataJson (see
vertical classification) — a quarry-only report, for example, would stay
hidden from a waste-management tenant even if the caller's role would otherwise see it.
This follows the same null-means-unrestricted convention as role gating: a report with no vertical list configured is visible to every vertical, and an organisation that hasn't been classified with a vertical yet sees every report exactly as it did before this field existed — nothing changes for an unclassified org. No shipped report currently restricts by vertical; the mechanism exists for future vertical-specific reports (e.g. a quarry-only blast-face tonnage report) to opt into, the same way individual reports already opt into role restrictions. A Superuser/System Admin caller always bypasses both gates.