Reports Tab: Overview & Access
The Reports tab gives you a clear view of your organization's transportation data — right inside the Roundtrip Portal — so you can monitor performance, catch issues early, and make data-driven decisions.
What You Get
- On-demand access — view key metrics instantly, no waiting on scheduled reports or manual exports
- Real-time data — reports refresh hourly
- Role-based security — only Super User/Admin accounts can access the Reports tab
- Built-in analysis — pre-built visuals highlight trends and inefficiencies; export raw data anytime for deeper analysis
- Easy to use — built for non-technical users to explore confidently
Accessing Reports
- Click Reports in the top left corner of the portal. (Requires Super User/Admin access.)
- Choose a report from the dropdown on the right. It loads automatically.
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