Search
Close this search box.
Search
Close this search box.

Our offices will be closed for the Memorial Day holiday beginning Saturday, May 25th.

We will resume regular business hours on Tuesday, May 28th.

3 Ways to Organize your Data for Better Reporting

CXT Software data organization

For most of us, “getting organized” feels like a chore, but with the right tools – and a plan to make it happen – getting organized can actually be fun! And, having a system to keep your data organized; knowing where things are stored, and how to access it will pay off tenfold when you are looking to make important decisions. 

 

Whether you’re starting from scratch or ready for an organizational refresh, here are three tools built right into the Operations App to organize data for better reporting.

 

1. Labels

Put a pin in a virtual corkboard. Adding labels to items inside the Operations App allows you to categorize and tag records, so you can easily locate them later. For example, add a label of VIP to any shipments placed for VIP clients.

 

2. Save Favorites

Spending time searching for the report you need? When creating or downloading queries, save them as favorites for quick and easy access next time.

Once you’ve pulled up a query, mark it as a favorite by clicking the star in the top right corner or checking the box in the Save Query box.

 

3. Folders

You can create and save as many queries as your business needs – and folders make organizing your saved reports simple.

Create new folders, or use the folder categories we’ve prepopulated for you, and drag-and-drop queries into the folders of your choice.

Connect with carriers
in your area!

Connect with carriers
in your area!

Ready to learn more? 🚀

Let's Meet! 🤝

Explore the power of our solutions for your logistics needs! Schedule a chat at your convenience, and let’s elevate your operations.

Ah snap! It looks like something is missing.
Please refresh the page and try again.

Refresh


If you are still seeing this message after refreshing, please contact us
at 602-265-0195 or [email protected].

Submission received!

Submission received!

Thank you for opting in.

Submission received!

Submission received!

Best of luck on the road!

Welcome to our
driver connection form!

Welcome to our
driver connection form!

You are about to voluntarily share your name and contact details for delivery work opportunities. These details will be broadcast to CXT-powered carriers in your market.

 

If you do not want your information to be shared, do not proceed. 

Let's meet! Request a
guided demo.

Let's meet! Request a
guided demo.