Customer & Reporting

Overview

The Customer Reporting section of ICOS TMS provides visibility into operational performance and activity from a customer perspective.

These features help you understand how your services are being delivered, track key metrics, and support customer conversations with clear, reliable data.

Use Customer Reporting to:

  • View activity and performance by customer

  • Monitor service delivery and job outcomes

  • Support customer reviews and reporting requirements

  • Identify trends and improvement opportunities

Click any of the links below to jump to a specific area.


Customers

The Customers area provides a consolidated view of customer accounts and their associated activity.

Use Customers to:

  • View customer profiles and related data

  • Understand booking and vehicle activity by customer

  • Support operational and commercial conversations

  • Act as a foundation for reporting and analysis

See: Customers


Reports

Reports provide structured views of operational data for analysis and sharing.

Use Reports to:

  • Review performance metrics over time

  • Generate customer-facing reports

  • Support internal review and decision-making

  • Identify trends, exceptions, or anomalies

See: Reports


How these features work together

Customer Reporting features are designed to provide insight without disrupting operations:

  • Customers define who the activity relates to

  • Reports summarise and present performance data

  • Operational data flows from Bookings and Vehicles into reporting views

This ensures reporting remains consistent, accurate, and aligned with live operational data.


Getting started

If you are new to Customer Reporting:

  1. Review your Customers to ensure accounts are correctly configured

  2. Explore available Reports to understand existing insights

  3. Use reporting outputs to support customer discussions and reviews

This helps build confidence in your data and ensures reporting supports both operational and customer needs.

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