Reports
Data-Backed Decisions, Not Spreadsheet Surprises
Reports and Role-Based Access Control are two sides of the same coin: deep financial insight AND operational security.
On one side: comprehensive reports for strategic planning, cost analysis, and truck performance comparison. On the other: granular access controls ensuring your dispatcher gets exactly the access they need and nothing they don’t.
This combination — owner-level reporting visibility with dispatcher-level operational access — is CarrierWin’s architectural moat. Competitors would need a ground-up re-architecture to replicate it.
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Comprehensive Reporting Suite
Profit vs. Survival charts over multiple date ranges, cost breakdown pie charts (where is your money going?), yield-per-truck bar chart vs. targets, load detail tables, and full CSV export for your accountant or external analysis.
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Role-Based Access Control
Owner sees everything. Dispatcher sees loads and rate checks — never margins, never costs, never reports. Granular permissions per user. Invite by email. 2-minute setup. No workarounds required.
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Owner-Only Reports
Reports are explicitly blocked for Dispatcher role. Your financial data stays private. Always. This isn’t an afterthought — it’s baked into the architecture from day one.
The Owner’s Dilemma, Solved
Here’s the problem every owner with a dispatcher faces:
Give them full access to other platforms? They see everything — your profit margins, your truck costs, your company financials.
Block them from everything? They can’t do their job. They can’t check rates. They can’t log loads. You’re stuck doing it all yourself.
Other platforms are single-user only. Sharing credentials means sharing everything. There’s no middle ground.
CarrierWin built the middle ground:
- Owner (full access): Fleet Dashboard, Gatekeeper with full debt visibility, Load Calculator with cost visibility, Truck Setup, Company Cost Configuration, Reports, CSV export, user management
- Dispatcher (operational access): Gatekeeper (load add/edit only — no financials), Load Calculator (rate check only — no cost visibility), own user profile
- Never visible to dispatchers: Margins, truck costs, company costs, reports, CSV export, user management
This isn’t a feature toggle. This is a complete role-based access system with granular per-user permissions and row-level security. It’s what allows an owner to say “invite your dispatcher on day one” — something no competitor can honestly say.
