⚠️ This article has been updated to reflect various new features including Multi leg. We are gradually rolling out the new edition of MyTrucking. We will be in touch when your company is ready to be migrated. ⚠️

Custom reports are super easy to build, you just tick the boxes for the fields you want to see, give the report a name and save it.

You can then access the report you just created anytime you need to and simply change the date range to suit.

There's no limit: you can build as many as you need.

💡Top Tip

If you turn on the Job ID field, you'll be able to click on the ID and open jobs directly from the report.

Go to Reports - Custom - New Custom Report.

Select the job status you wish to include in the report

Group By

If you would like to group the report output, you can use the Group By dropdown. The group will show sub-totals for each new item.

Select the date range you wish to show.

You can select up to 20 of the available fields by ticking the options in the Select Columns list.

Clicking Update will run the report and generate the results.

Custom reports will report on the billing line of a job. If you use Multi Leg jobs, the custom report will display the data from the top line of the job (the billing line). You will not see the activity lines (legs).

If you have the Cost Rate Fields turned on for your MyTrucking account, you will have the ability to select the Cost Rate fields in the field selection.

For more information on Cost Rate, check out this article: Cost Rate

💡Top Tips

If you change any of the options in the Report Builder you will need to click Update to re-run the report.

Clicking on the blue column headings allows you to filter down further, this is handy if you are wanting to see a particular client or by a product only.

💡Top Tip

When filtering, you can multi select several things from the drop down list.

You can filter up to two columns at a time. If you wish to filter more columns, you can export the report to Excel and turn on filters.

You can Save the Report to use again by typing a name and clicking Save:

You can run saved reports by clicking on the report name on the All Reports page or from the Custom Report Menu:

The report can be saved as a PDF, downloaded as a CSV (excel) file, or emailed by clicking the buttons at the top of the report (separate multiple email addresses with a comma (,) )

Clicking the Create PDF or Create CSV buttons opens a link to open or download the report.

PDF/Email

If there is more than 300 lines of data in the report, the Create PDF and Email button is removed. The report can only be downloaded as a CSV file and opened in Excel.

Report displaying on the screen

If the report information is larger than 5000 lines, it can't be displayed on the screen. You will need to download it as a CSV file and opened in Excel.
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Note: A message window will be displayed in this case where you can download the file:

Job Attachments (files, images and signatures) can be included in your Custom Reports. These are not displayed on the screen, these are displayed as links in the PDF and CSV files, where you simply click to open the attachment.
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👱 TEAM TIP

Go to Account - Dashboard for a great visual overview of key reporting figures, like Income by vehicle.

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