SmartAudit - Customer Portal Reporting

Key Reports in SmartAudit

Billing Report Details

Provides shipment-level detail that supports the client’s invoice, including all billing-related transactions tied to a selected processing date. This is the only report that allows users to customize columns and save their preferred view.

Least Cost Carrier

Shows shipments where a lower-cost carrier option may have been available, helping identify potential savings opportunities and carrier optimization trends.

Misroutes

Identifies shipments that did not follow the expected routing or carrier selection, helping surface operational issues and cost inefficiencies for review.

Parcel Credit Overview Report

Provides a high-level view of parcel credits received, allowing clients to quickly understand total credit amounts and overall recovery performance.

Parcel Credit Summary Report

Summarizes parcel credits at a more detailed level (e.g., by category or type), helping clients understand how credits are being applied and tracked across shipments.

Parcel Rate Audit Report

Highlights discrepancies between expected and actual parcel charges, identifying billing errors and opportunities for cost recovery through audit processes.

Summary of Expense

Aggregates shipping costs by expense categories (e.g., inbound, outbound, third-party), giving a high-level breakdown of spend across different shipment types and business units.

True Cost

Displays the all-in cost of shipments, incorporating additional charges and adjustments to provide a more accurate representation of total shipping spend.

Key Notes for CE Team

All reports are client self-service within the Customer Portal.
Reports can typically be run for a processed date or date range (up to ~6 months for clients).
Exports are available (CSV) for offline analysis.
Only the Billing Report Details supports adding/removing fields; all other reports are standard.
Report availability depends on the client’s services (e.g., parcel vs. LTL).