Reports

Reports is where you pull the paperwork and the numbers out of the business — twenty-one ready-made registers you can run and download, four "everything about one truck / driver / trailer / customer" pages, and a build-your-own report tool that answers a plain-English question without ever inventing a number.

29
Capabilities, all live
100%
In production
Command & Insight
Pillar

From the Lanexa 2.0 capability register · version 2.0.37 · reviewed 2026-08-24

AUTO

Exports are audit-logged

All twenty-one catalog reports write a row into the audit trail the instant a spreadsheet starts downloading, naming the user, the report, the row count and the filename (). Sixteen do it directly; the other five — the three IFTA reports, t

AUTO

The reminder clock ticks hourly

A scheduled database job runs at twelve minutes past every hour, picks up to 200 due subscriptions, raises one alert each through the shared alerting spine, and advances the next due time (, ). The advance is computed from the previously sc

AUTO

Report-ready alerts are deduplicated for 60 minutes

(), so a hiccup cannot produce a burst of identical alerts.

AUTO

The stale-trailer scan runs nightly

At 06:20 every day a second job walks the live asset positions, finds every trailer whose dwell clock (or last logical event, if there is no dwell clock) is 30 or more days old, and raises an alert naming the unit, the days idle, where it i

01
See why a report is refused
Where the role cannot download, the buttons are replaced by a padlock and the line "Exporting this report needs compliance / financial export access" ().
02
Download a report as PDF
Presses Download PDF on the five reports that produce one: Customer Statement, IFTA Quarterly, IFTA Audit-Armor, IFTA Filing Pack, Accident Register (,,, ). The PDF carries the company's own letterhead built once at the top of the page ().
03
Customer 360
Picks one customer; gets payment terms, credit limit, contact, a computed load count, booked / invoiced / collected / open AR / margin / days-to-pay, an aging table by bucket, on-time service, quote win rate, live open pipeline by currency, their top ten lanes
04
Export a 360's underlying rows
Presses "Export loads (CSV)" (or "Export trips (CSV)" on Trailer 360). Rate, surcharge, currency and revenue columns are omitted entirely — not blanked — when the role cannot see money (,, ).
05
Narrow to one driver
A driver dropdown on Load Register, Driver Settlement, Fuel Receipts and the Accident Register ().
06
Set a date range
Two date boxes, pre-filled with the last 30 days when the report supports a range (, ). Each report labels its own date meaning — "Pickup date", "Issue date", "Delivery date", "Uploaded date", "Transaction date", "Event date", "Created date".
07
Run a report
Presses Run; the button shows "Running…" and a preview table appears underneath showing the first 50 rows with a count line saying how many rows there are in total (, ). A report that fails raises a red toast naming the report and the error ().
08
Download a report as CSV
Presses Download CSV. The file always covers every matched row, never the 50 shown on screen (). Opens cleanly in Excel including French accents ().
CapabilityStatus
Download in Excel (.xlsx) formatNot built
Email a report on a scheduleNot built