Iron Sheepdog Help Center

Owner Operators - How to Use the Reports Tab

The Reports tab is available to Owner Operators so that they can keep their records (reports) of each of their drivers hauls. 

The invoices tab shows the invoices for your trucking company. Each invoice has individual hauling reports from your Hauling company within each job that ran for that 7-day (week) period. These reports are those that have been Approved & Sent to be paid. Underneath the "Current" phrase, you can view the current invoices/reports that are within the current invoice period. 

The Transaction Report is a feature for Broker / Owner Operators to be able to access a breakdown of their haulers earnings by the job. Select the Reports tab on the menu on either a web version of the Iron Sheepdog platform.

The Transactions Report allows you to see all of the transactions in / out of your account (earning tab). The Approved / Processed date is the date of the transaction (withdrawal, fee applied, date of job task approved or moved to dispute). The Link brings you to the job of the task that is associated with that transaction. Type is the type of fee which includes the following: Operator Earnings, Dispatch Earnings, Early Withdrawal Fee, Platform Fee, and Withdrawal. All of this can be filtered to see a specific type of transaction. The Description is the date and name of the job. Value is the amount of the transaction and balance is the amount in your account after the transaction was completed. 

Clicking detailed allows a Broker / Owner Operator to further filter the information. You are able to filter out the date and adjust the range to your liking. Oftentimes, if you need to adjust the date for a yearly audit, simply adjust the date to the beginning of the year to current. You can filter by client, company, operator, type, and value.

The Operators weekly tab pulls up the weekly periods reports and breaks down the report with each driver's earnings within each job ran. The purpose of this is so that the Owner Operator can properly pay their drivers. 

Opening up each hauler's work shows each job that the hauler ran during that period. By selecting the blue clipboard you will be taken to the Job details page. This displays the details of the job selected. The Edit Jobs screen has the capability for you to Delete a task report (select the trash icon), adjust the hauler's time, and make a note on the task report. 

By selecting the print Icon, you will be able to save the report as a PDF or print to your printer.