Find your containers on the Container Dashboard
The Container Dashboard is one grid over your whole workspace: eight built-in System Views, owned and shared saved tabs, view-scoped archiving, three separate layers of filtering, and a column set you control. This is where each control lives, what the built-in views actually select, and which limits will bite you.
10 minute read · Updated September 8, 2026
Opening the dashboard, and the two names it goes by
The dashboard answers to two URLs. /protected/operations/dashboard and /protected/operations/reporting render the same screen — the dashboard route is a one-line re-export of the reporting page. A link from a teammate, a bookmark, or a notification email may use either; neither is stale.
In the sidebar it is labeled Container Dashboard, under the Tracking group. Carrier and warehouse workspaces link to the /dashboard path; freight forwarder workspaces link to the /reporting path. The route's internal name is still “Shipment Status Reporting,” which is why some older support threads and permission messages call it that.
The phone header says two things.
Above the grid on a narrow screen, carrier and warehouse workspaces see the heading Container Dashboard, but freight forwarder workspaces see Shipment Status — with the same sub-line, “Choose a view, then open a shipment for details.” It is the same page. Do not go looking for a separate forwarder screen.
Who can open it
The route admits tenant workspaces of three variants only — forwarder, carrier, and warehouse — and only when the workspace carries the operations-list capability. Anything else is redirected to /protected/unauthorized. Importer (BCO) and personal-tracking workspaces are excluded by design; see Why can't I see this page? if you hit the redirect.
The System Views and what each one means
The System Views button sits at the left of the tab rail. Open it and you get eight platform views, each with its live row count in parentheses and its fixed criteria as the hover title. These are the exact criteria strings the app shows:
- All Active
- Status = All Active - Tracking sync = Active tracking. Every status, active lifecycle only.
- Abandoned Work
- Lifecycle = Abandoned. The only view that shows non-active rows, and it shows delivery-order rows only.
- On Water
- Status = On Water - All sync states.
- At Terminal
- Status = At Terminal/Scheduled - All sync states. Two statuses, which is why Status stays as a column.
- At Risk
- Status = At Terminal/Scheduled - LFD through tomorrow - All sync states.
- At Risk Return
- Status = Gate Out - LMTFD through tomorrow - All sync states.
- Gate Out Today
- Movement = Gate Out - Gate Out date = Today - All sync states.
- Gate In Today
- Movement = Gate In - Gate In date = Today - All sync states.
Picking one writes systemView=<id> into the URL and clears any explicit filter parameters, so the view you see is the view the criteria describe. Each System View also carries its own curated column set. On Water prioritizes customer and shipment identity before vessel timing. Gate Out Today prioritizes delivery, cargo, terminal, movement, and empty-deadline fields. At Risk Return leads with Return Terminal and the empty deadline. While a System View is active, a Save as custom view button appears next to it in the popover; that copies the whole state into a saved tab you own.
Carrier history is interpreted before these status filters run. A Crowley load-on-vessel event keeps a managed shipment in On Water; origin gate-in and booking history do not place it in At Terminal. Destination discharge is the event that advances that stage.
In importer and freight-forwarder shipment lists, Pending and On Water are separate tabs. Pending shipments remain accessible but do not increase the On Water count. Neither tab applies the movement-date range used by Gate Out and Gate In.
Two behaviors the criteria line does not tell you
At Risk pulls in extra rows. On top of the status and date gates, it joins in containers carrying a termination risk, hot loads that are not yet delivered or returned, and rows with a review risk. Those rows bypass the status and date gates only — search, owner, source, and sync filters still apply to them. So At Risk can legitimately list a container whose LFD is not through tomorrow.
Every other view hides abandoned work. Rows whose lifecycle is not active are filtered out of all views except Abandoned Work. If a delivery order vanished from your tab and you know it exists, check Abandoned Work before you report it missing.
The All Active criteria line reads “Tracking sync = Active tracking” in every workspace, but that sync filter is only applied in carrier workspaces. In a forwarder or warehouse workspace, All Active means every status with an active lifecycle and no sync-state narrowing. A managed shipment remains eligible when its provider enrollment is active, paused, completed, or archived; those internal tracking states do not hide its history. Set Tracking Sync yourself in the report settings panel if you need it. Use your personal Archive action when you want the row hidden from your normal views.
Where you land on first visit — the priority chain and the seeded tabs
The server resolves your landing view in a fixed order and stops at the first thing that claims it:
- The watchlist.
watchlist=1orsavedOnly=1in the URL opens My Watchlist and ignores everything below. - A named System View. A recognized
systemViewid opens that view with its curated columns. - Explicit filters in the URL. Any of
statuses,sourceKinds,ownerOrgIds,trackingSyncStates,dateField,dateRangePreset,customDateStart,customDateEnd,daysOldMin,daysOldMax,dateStart,dateEnd, orsearch, includingincludeArchived=1, lands you on an unsaved Custom view. - A named saved view. A
viewparameter that resolves to an owned or shared view you can access opens it. - Your default saved view. Otherwise the view you marked default, or the first tab in your order.
- The fallback tab. If nothing above claimed the landing, you get the built-in On Water / At Terminal state.
The two seeded tabs
If you have no saved views at all for this workspace, the dashboard creates two for you on that first load: On Water / At Terminal, marked as your default, and Gate Out / Gate In. Both ship with a working column layout — Broker Ref, Vessel, ETA, and SSL ETA promoted behind Container — and sort by ETA, newest first.
They are ordinary personal saved views from that moment on: rename them, reorder them by dragging the tab, update them in place, change which one is default, or delete them. Deleting every view is allowed; the pair comes back the next time you open the dashboard with none saved.
Owned views are stored per user and per workspace variant. A view may be shared only with active members of that same workspace and variant. Forwarder, carrier, and warehouse dashboards remain separate, and the watchlist is always personal.
Filtering, including per-column filters
There are three separate filter layers, and they do not do the same job. Knowing which one you are in explains most “my rows disappeared” moments.
1. Report settings — what the view loads
Click the view name in the toolbar (it carries a gear and a chevron) to open the Report settings panel. The Filters row is a collapsed one-line summary; when nothing is set it reads like “No filters · full 120d history · 4,231 rows” where the day count is your workspace history window. Expand it for:
- Date — pick a date field (the placeholder is “Select a date field”; No date field clears it) and then a range. Set a range with no field and the heading changes to Date — field required and the gear turns amber.
- Status — a multi-select summarized as All statuses. At least one status must stay selected.
- Criteria — Tracking Sync (All sync states: Active tracking, Paused conflict, Tracking complete) in every workspace. Forwarder and warehouse workspaces also get Source (All sources: Native D/O, Managed Tracking) and Owner (All owners). Carrier workspaces do not show Source or Owner.
- Show archived — off by default. Archived rows are scoped to the active view. Saved-view archive state is live for everyone with access; only the owner or a member with Can edit may change it. System Views and My Watchlist use personal archive state.
includeArchived=1reveals the active view's markers, while System View headline counts remain shared workspace counts. The archive dialog separately offers options, on by default, to remove the acting user's watchlist marker or cancel that user's queued alerts.
On desktop, hover the pinned Container cell to reveal a compact copy icon immediately to the left of the container number. It copies only that number and keeps you on the dashboard. Tick one or more rows and use Copy container numbers in the footer to copy every selected number as a comma-separated list. Select the container number itself to open the shipment; the rest of the row is not a detail link. While rows are selected, the export button reads Export selected (N) and writes only those rows. Clear the selection to export the full current view. Small arrow icons beside a vessel, company, line, or terminal open that related profile as a separate action. Keyboard focus reveals the same copy control.
Reset filters at the bottom of the panel returns the view definition to its baseline.
2. Search — one box, scoped to the active view
The search box carries the view name in its placeholder (“Search On Water,” and so on) so you always know what you are narrowing. Click or focus an empty box to reopen up to five recent searches for this dashboard. The list stays on this device, is shared across views in the same dashboard, and can be removed with Clear. If there is no history, no dropdown is shown. When the box has a value, use the X at its right edge to clear the active view search and start over.
Search matches any column, and terms combine to narrow (msc newark hold). Status and flag words such as on water, at terminal, available, gate out, gate in, hold, and hot load are understood. The phrase ready for delivery or available for delivery is also a live readiness filter. Use the phrase alone for every confirmed ready shipment, or use a query such as Portside ready for delivery to require both the terminal text and confirmed readiness. If readiness is still checking or unavailable, those rows are not treated as ready. Dates take forms like lfd today, eta before YYYY-MM-DD, and lfd between YYYY-MM-DD and YYYY-MM-DD.
A query the planner cannot parse turns the box amber and shows the validation error below it instead of silently emptying the grid. When a search is active, a Search all history link appears beside the history chip and hands the same query to workspace search, which is not bounded by the dashboard's history window.
3. Per-column filters — the funnel in each header
Every column header carries a small funnel button. Its accessible name reports the column's state — Sorted, Filtered, or Sorted + Filtered — and the button turns blue when either is on. The popover header repeats the column name and, immediately below it, the caption Loaded rows only. Take that literally: column filters run against the rows already in your browser, not against the database.
- Sorting. Text columns offer Sort A to Z and Sort Z to A; date columns offer Sort oldest to newest and Sort newest to oldest. Clear sort is disabled until a sort exists.
- Filter by condition on a text column: Contains (with a Text box), Is blank, Is not blank.
- Filter by condition on a date column: Is, Before, After, Between (Start and End), Is blank, Is not blank.
- Filter by values on columns like Status, Holds, Carrier, or Pickup Terminal: a checklist with a per-value row count, Select all and Clear, and a search box. Only 200 values render at once — past that the list tells you to refine the search to narrow the remainder.
Changes are a draft until you press OK; Cancel throws them away, and Clear filter empties the draft. Once any column filter or search is on, the row count in the toolbar switches from a plain total to “visible of loaded” — for example “128 of 4,231 rows”.
Showing, hiding, and reordering columns
Column control lives in the same Report settings panel, in the Columns section below the filters.
- Container is pinned. It renders as row 01 with a disabled checkbox and the marker Always shown. It always sorts to the front of the column order, and a stored attempt to hide it is discarded on load.
- Show or hide. Tick or untick any other column. The list is numbered from 02 down, in the order the grid will render.
- Reorder. Drag a row to move it, or move it with the keyboard from the row's own controls. Dragging starts after a short pointer movement, so a plain click still toggles the checkbox.
- Start over. Reset columns/order restores your workspace defaults. It is disabled when nothing has changed.
Column changes are part of the view state, so they follow whatever tab you are on. On a saved tab, update the tab to keep them; on a System View, use Save as custom view. The “columns changed” indicator compares against the active view's own baseline, not the stock defaults — so a curated System View does not read as customized just because it differs from the plain default set.
The available columns differ by workspace type. Forwarders get Importer (BCO), Owner, and Added; warehouses get Customer and Broker in place of Importer and Owner, and no Added column; carriers get Customer, Steamship Line, Empty LFD, Dispatch, Scheduled Return, Chassis, and Billed, but no Owner, Trucker, Deliv Appt, or LMTFD. Forwarders, carriers, and warehouses all get a default-visible Ready for Delivery column immediately after Status. It reads Ready, Not Ready, or Unavailable from the current workspace evidence. Existing saved layouts gain this column after Status unless they already stored an explicit position for it. The lists are not a bug — they are the fields that exist for that role.
Notes beside the Container
Every row carries a Notes icon beside the container number in the frozen Container cell, so it stays visible as you scroll right. It reads the same conversation described in Talk about a shipment with notes and @mentions.
- No notes yet
- A muted comment bubble with no number. Hover it for an Add a note prompt; click either the bubble or that prompt to open the composer without leaving the grid, then click the bubble once to close it. The highlight stays tight to the bubble while the larger click target remains easy to hit.
- Has notes
- The same bubble with the note count beside it. Hover it to preview the most recent notes; click it to open the same popover pinned, with the full thread and the composer beneath it. Click the bubble again to close it.
- Archiving a note
- Hover a note in the pinned popover. If you wrote it, or you are an admin at the author's company, an archive icon appears. Archiving hides that note for everyone and drops it from the count. It is hidden rather than erased, the emails it already sent cannot be recalled, and nobody at another company can archive your note.
Adding a note here posts to the same thread the shipment page shows — it is shared with everyone who can access the shipment, and it cannot be edited or deleted. The count you see updates immediately for the note you just added; a note a teammate posts elsewhere appears the next time the dashboard loads or refreshes, not live.
Reading it on a phone
Below the desktop breakpoint the table is replaced entirely by a card list. There is no horizontal scrolling and no column grid; each container is one tappable card that opens its detail page.
- What each card shows
- Container number in monospace with a reference line under it, a status pill, a Holds line (an em dash when there are none), the counterparty name with a Termination chip when it applies, a route line of pickup terminal → return terminal · vessel (or “Route pending”), and the next relevant date with its label.
- How much loads
- 24 cards to start. A “Show 24 more” button at the bottom adds another batch and reports how many of the total you are looking at.
The tab rail collapses into a single View dropdown listing the eight System Views with their counts, then My Watchlist, then your saved views. If you arrived on an unsaved custom state, it appears as a greyed-out Custom view entry you cannot re-select.
The Columns section is desktop-only. On a phone you can switch views, filter, search, and open containers, but you cannot show, hide, or reorder columns — set the layout on a computer first, save it to a tab, then open that tab on the phone.
Limits — the row budget and the history window
The dashboard does not page through the server on every click. It downloads one working set and does all view switching, sorting, searching, and column filtering locally. Two numbers govern that working set.
- Row budget: 10,000 rows
- A hard cap on each downloaded working set. A request above this limit is rejected instead of returning a partial grid. Previously loaded rows can remain visible with a warning; they are not a successful refresh.
- History window: 120 days, 12 months, or 36 months
- 120d = 120 days, 12mo = 365 days, 36mo = 1,095 days. Workspaces that have not chosen one run on the platform default of 120 days.
The window is not a per-user preference. It is a workspace setting at Settings → Reporting defaults, described there as: it sets how far back completed shipments stay loaded in the live dashboard for everyone, dashboard date filters cap at this window, and larger windows can exceed the 10,000-row limit for large workspaces. Only a tenant admin sees the History Window select and the Save Reporting Default button; everyone else sees the current value as read-only text.
The window does not hide open work. As the toolbar popover puts it, the working set includes all open shipments plus returned shipments from the selected window. Shortening the window drops closed history, never live containers.
Reading the history chip and the freshness line
The toolbar carries a compact chip like Dashboard history · 120d · 4,231. Open it for the Local dashboard history popover: the coverage sentence, an as of time, and a Change history window in Settings link.
At the right end of the same row, the dashboard shows a dated label such as Snapshot loaded as of Sep 4, 2026, 4:05 PM EDT. This is when the report snapshot was assembled, not when every carrier or terminal was last checked. When LongShorty produces newer data while you are working, the label is replaced by a button — Apply 12 updates from LongShorty — with a Detected time beside it and a tooltip breaking the change into changed, new, and removed counts. Your current rows stay exactly where they are until you press it, so a row cannot move out from under your cursor mid-task.
A failed refresh does not erase loaded rows
A refresh warning identifies the saved snapshot time. Those rows remain usable, but updates may be missing. Use Retry refresh to request fresh data. If the warning asks you to reload, sign in, or shorten the history window, follow that instruction instead. Applying already-downloaded updates does not clear a network failure.
Troubleshooting
A warning reports that the history window exceeds the row limit
The message is: “The workspace history window exceeds the 10,000-row dashboard limit. Ask an admin to shorten it in Settings → Reporting defaults.” Nothing is broken and no data is lost — the working set is simply too large to download. A tenant admin should step the History Window down (36 months → 12 months → 120 days) until the dashboard loads. Previously loaded rows may remain visible with their original snapshot time; do not treat them as refreshed data.
A systemView id in a URL opens a view I cannot find
Two ids are valid in the URL but deliberately absent from the System Views popover: on-water-at-terminal and gate-out-gate-in. They exist to back the two seeded personal tabs and the first-visit fallback. If you want them as tabs, use the seeded ones (or recreate them with Save as custom view) rather than passing the id around.
My warehouse columns do not match my colleague's forwarder columns
Each workspace variant has its own column universe. Warehouses carry Customer and Broker where forwarders carry Importer (BCO) and Owner, and warehouses have no Added column. A saved view built in one variant does not carry over — saved views are keyed per variant as well as per user.
All Active is showing more than I expected
Its criteria line claims a Tracking sync = Active tracking filter, but that only applies in carrier workspaces. In a forwarder or warehouse workspace, add the Tracking Sync criterion yourself in the report settings panel.
A column filter returned fewer rows than it should
The column menu says “Loaded rows only” because it means it. Column filters and sorting act on the working set already in your browser, bounded by the workspace history window. For anything older, use Search all history, which hands the query to workspace search.
Search emptied the grid and the box turned amber
The query did not parse. Focus the search box to read the validation message under it, then simplify — plain words match any column, and date phrases need the documented forms such as “lfd today” or “eta before 2026-08-01”.
A container I know exists is not in any tab
Turn on Show archived in the view where you expect the container; Archive is local to each view, and a watched container can still be archived there. For a native delivery order, also check Abandoned Work because other views filter out its abandoned lifecycle. A managed shipment is not removed merely because provider tracking is paused, completed, or archived. If it is still absent, it may fall outside the workspace history window — search all history instead.
My saved tabs disappeared
Confirm which workspace is active in the workspace switcher. Owned and shared views stay inside one workspace and dashboard type. A shared tab also disappears when its owner removes your access, its grant expires, or you are no longer an active workspace member. If you genuinely deleted every owned view, the two starter tabs are recreated on your next visit.