[BR] Shipment Report
Please check in with me after the development so I can test and confirm if the design is implemented as envisioned.
Document Status | COMPLETE REVIEWED BY MOE |
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Last updated | |
Monday Ticket |
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Document Owner | |
Designer | |
Developer |
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QA |
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Technology |
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Related Document |
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Design | https://zuum.invisionapp.com/console/share/5X1D5LDX32/479792736 |
Goal
Improve usability on searching and filtering the list
Removed the carrier summary - request from Mustafa
Current Design

Issues Found
Not grouped with the "Search" button
Took a while to figure out how to get the system to run a search, don't think having the search bar on the upper right-hand side is ideal, having it below is better for me
Solution CONFIRMED BY MOE
File: shipmentReports

Quick search:
It will operate as our regular search bar.
Search without having to press the search button
Advanced Filter
I will discuss this below but it will open up an advanced filter section where users could specifically select the elements you want the list to be filtered to.
Financial Summary
We originally have this information in our header column above the list but felt it was hard to read.
Customer Summary
Mustafa decided to move the “Carrier Summary” to Carrier History page (I will create the Monday ticket for this)
We added more columns to customer summary
Customer Name
Avg. Distance
Average distance we covered for this customer
Total Income
The total income we received from them
Total Expense
The total expense we paid to the carrier for them
Avg. Income Per Mile
The average income we gain per mile
Guessing.. total income/avg. distance?
Total Gross Profit
Total income - Total expense
File: shipmentReports_02

Select Date
Advanced Filter
Load
Mode
Customer
Customer Name:
Multiple selectors (checkbox)
Load ID
Number value
Broker
Operator:
Multiple selectors (checkbox)
Sales Person:
Multiple selectors (checkbox)
Carrier
Carrier Name:
Multiple selectors (checkbox)
Driver Name:
Multiple selectors (checkbox)
This list gets filtered based on carrier name above
Filtered state
We want to notify the users when the list is filtered and how many of them were applied
e.g. Filter Applied (3)