Financial Reports calculate the net profit of each truck and driver for a given period by combining settlement earnings, deductions, fixed costs, and recurring expenses into a single report.

Where: Dashboard > Financial Reports

Understanding the Three Data Colors

When viewing a Financial Report, each line item is color-coded based on where the data originates:

Green: pulled from a truck's Recurring Expenses, set under the Finances section of the truck's profile (Fleet Management >  Trucks >  open truck > Finances tab)

Blue: pulled from the Net Profit Calculation settings configured in Settings 

White: pulled directly from the driver's statement for that settlement period

This color coding helps you quickly identify whether a number can be edited at the truck level, the settings level, or the statement level.

How to Set Up Net Profit Calculation

Before generating reports, configure how net profit is calculated.

Where: Settings > TMS Customizations > Net Profit Calculation.
 

Step 1 — Automation Tab

For each ownership type (Owner Operator, Company, Lease, Rental, Other):

• Select the Fuel Calculation Option (e.g., Invoice Amount)
• Toggle On/Off for which cost categories should automatically pull into the report: Fuel, Toll, Bills, Work Order, and Safety Costs

Step 2 — Financial Report Calculation Tab

Choose what net profit is calculated from:

• Driver Gross or Net Pay: select which figure serves as the base for the calculation
• Check the truck ownership types to include: Owner Operator Trucks, Company Trucks, Leased Trucks, Rental, Other

Click Set Up Your Mapping to configure how specific deductions and other pay map into the report.


 

Step 3 — Mapping Deductions and Balances

In the mapping screen, switch between Gross Calculation Mapping and Net Pay Calculation Mapping tabs.

For each Deduction Type (e.g., Linehaul, Money Code, custom deductions) and each Balance Type (e.g., Escrow, Loan, Open Items), select which Financial Report Column it should map to (e.g., Deducted Other Pay, Deducted Toll), and toggle it On or Off.

Click Save when done.



 

Step 4 — Fixed Costs Tab

Set any fixed recurring costs that should be factored into every report, independent of individual truck or driver activity. It will get divided equally to the trucks.

How to Generate a Financial Report

1. Go to Dashboard > Financial Reports and click Add New
2. Select the salary batches for the period the report should be based on
3. Once selected, a new Financial Report ID appears in the list
4. Review each driver's settlement, earnings, deductions, and gross are shown automatically, color-coded by source (green, blue, white)

Making Adjustments

For the current report only: click to split leftover costs to add the unassigned charges. 

For trucks with no gross: click Add No Gross Trucks to include trucks that didn't generate revenue this period, so their bills still appear on the report.

Finalizing the Report

Once all values are correct, view the report as a Web View or Download it. The report includes each truck's and driver's net profit based on your configured mapping.

Click Post in the top right to finalize the report.