What is the best way to send monthly logistics reports to customers?

A clear way to send monthly logistics reports to customers is to calculate each customer's indicators — deliveries, OTIF, claims, waiting times, costs —, add comments on causes and improvement actions, share the report through restricted access or documents, and review it in a regular meeting.

In Jestor, deliveries, claims, and customers are connected, so reports are ready without manual work.

Why do customers value reports?

Customers want to know how their logistics performs. Without reports, they rely on complaints and impressions.

Carriers that report proactively are seen as partners, not suppliers.

What problems do customer reports solve?

Relationships based on impressions
Manual report preparation
No shared view of problems
Weak contract renewals
Improvement actions unclear

How do you send reports in Jestor?

Calculate indicators by customer.
Add comments on causes.
Record improvement actions.
Share through restricted views or Jestor Docs.
Review in monthly meetings.

Indicator	Purpose
Deliveries	Volume
OTIF	Reliability
Claims	Quality
Waiting time	Shared improvements

How do reports strengthen relationships?

Discussing data together turns problems into joint improvements.

Customers see commitment.

Where should you start?

Prepare the first report for your largest customer this month.

What mistakes should you avoid when you send monthly logistics reports to customers?

Sending only good news.
Preparing reports by hand.
Skipping improvement actions.
Sharing other customers' data.

Why use Jestor for customer reports?

Live indicators: calculated automatically.
Restricted access: each customer sees its data.
Jestor Docs: reports with comments.
Actions: tracked between meetings.

How do you get the team on board?

Account managers spend less time collecting data and more time discussing improvements with customers.

What results can you expect?

Stronger relationships, smoother renewals, and joint improvements such as shorter dock waits. Reports also reveal opportunities for new services that customers may need.

Reports can also include a short section with upcoming changes, such as new routes or holiday schedules, which helps customers plan their own operations and avoids surprises. A short survey after each meeting also helps improve the report.

This is how you send monthly logistics reports to customers and become a trusted partner.

Frequently Asked Questions

Can customers see only their data?

Yes. Permissions restrict access.

Is there free setup help?

Yes. The Jestor team helps at no cost at jestor.com.

Can reports include comments?

Yes. Jestor Docs combines data and text.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI.

Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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