Reports

Reports


In this section, you can get information about active, planned and fulfilled routes in the form of reports. Reports are necessary for analyzing key parameters and optimizing driver's work.

Report Execution

To execute a report, specify its parameters in the filter (Report parameters) and in the settings above the table. To do this follow the below steps:
  1. In the report settings, select the columns that should be displayed in the report.
  2. In the Delivery day field pf the filter, specifiy the period for which the should be generated. You can select the reporting period using a quick interval or the calendar. In the calendar you should select the beginning and end of the interval. If the duration is one day, indicate this day as the interval beginning and end. 
  3. In the Filtration field, select the object by which the data in the report should be filtered: by unit, by driver, by unit group or by driver group. 
  4. In the Object field, select the name of the item on which the report should be generated. 
  5. In the Settings field, select what orders should be included in the report: all, visited, non-visited, visited in time, visited late, confirmed, rejected.
  6. Click Execute

In the upper right corner of the report, there are buttons for priniting the report () or exporting the report to an XLXS or PDF file.

Report Settings

In the Report setttings, you can select the columns that should be included in the report. To go to the settings, click on the icon  above the table. 
Two types of Reports are available:
  1. on routes
  2. on routes and orders
Reports on unit can contain the Statistics block with the summary information about orders. 

To inlcude the required columns in the report, move them from the left list (Available columns) to the right one (Table). You can do this the following ways:
  1. double click on the row with the name of the required column
  2. click on the arrow that appears when you point to the row with the column name
  3. drag the required row to the right while holding the left mouse button
  4. click Add all to move all the columns to the right
In the Table list, you can change the position of the selected columns and delete them. Click Clear to remove all the columns from the list on the right. 

Planned and Actual Routes

For routes stored in the history, there is a function allowing you to compare the planned and actual routes on the map. To use it, point to the route line in the table and click on the icon  . The window that opens next consists of two parts: the route information and the map.



The window header shows the route name and the name of the unit that has fulfilled this route.

The route information displays the following:
  • unit name;
  • number of orders in the route;
  • estimated and actual route duration;
  • estimated and actual mileage of the unit after visiting all points of the route;
  • cost, weight, and volume of goods in all orders of the route.
The planned route is displayed as a dotted line on the map by default. Click on the icon   to add the actual route which will be displayed as a solid line on the map.

The numbers of the route points on the map correspond to the order in which they are visited. Markers that can be used to indicate these points are described in the Displaying a route on the map section.

If you click on a route point (warehouse or order), you will open a window with the following lines:
  • warehouse or order name;
  • warehouse working hours or delivery interval in the case of an order;
  • estimated arrival time;
  • actual fulfillment time;
  • estimated mileage;
  • warehouse or order address;
  • comments left by the courier when visiting the warehouse or confirming the order.
If data is not displayed in any of the rows, you should add a column with the same name in the report settings.

Reports on Routes

Repors of the type show only information about routes. The available columns are listed below:
  1. Deviation - the difference between the estimated arrival time and the actual arrival time
  2. Actual arrival time - the time of arrival at delivery point
  3. Actual departure time - the time of the driver's departure from the route
  4. Actual mileage - the actual mileage to the delivery point
  5. Cost - the total cost of goods in order
  6. Driver - the name of the driver
  7. Delivery interal beginning - the beginning of the interval within which the driver should fulfil the delivery
  8. Delivery interval end - the end of the interval within which the driver should fulfil the delivery
  9. Estimated arrival time - the estimated time of arrical at the delivery point (system calculation)
  10. Estimated departure time - the time when the driver should leave the delivery point (system calculation)
  11. Estimated service time - the time the driver should spend at the delivery point, including time for unloading goods, charging the client etc (system calculation)
  12. Actual service time - the actual time the driver spent at the delivery point
  13. Confirmation/Rejection time - the time the order was confirmed or rejected by the operator or courier
  14. Estimated mileage - the estimated mileage to the delivery point
  15. Estimated time to point - the time from the previous delivery point to the point the unit is heading for
  16. Actual time to point - the actual time spent by the driver going from the previous to the next point
  17. Route cost - the route cost calculated based on values specified in the window for editing unit properties
  18. Consumed fuel - the amount of fuel consumed during the delivery
  19. Weight - the weight of the goods in the order
  20. Volume - the volumn of the goods in the order
  21. Avg temperature - the average temperature value during the delivery period
  22. Min temperature - the minimum temperature value during the delivery period
  23. Max temperature - the maximum temperature value during the delivery period
  24. Initial temperature - the temperature value at the beginning of the delivery
  25. Final temperature - the temperature value at the end of the delivery

Report of Routes and Orders

Aside from the columns listed in the Reports on routes page, additional columns with information about orders are available in reports of this type.
  1. Client - the name of the client
  2. Comment - the comment added to the order
  3. Comment (confirmation) - the comment added when specifying the status
  4. Tags - the keywords added to the order
  5. Status - the status of the order
  6. Address - the address of the delivery point
  7. Custom Fields - the custom fields created on the same name tab of the settings
  8. Files - the files attached by the courier when specifying the status in the mobile version or by the operator when creating or deleting the order in the web version. 

Statistics

This block is displayed at the top of the report window and on the Dashboard page after the report is executed. The block contains summary informaton for the period selected in the report settings.

The columns that you can add to the statistics block are listed below.
  1. Number of orders - the number of visited and non visited orders
  2. Visited - the number of visited orders
  3. Visited in time - the number of orders that been visited before the end of the delivery interval
  4. Visited late - the number of orders that have been visited after the end of the delivery interval
  5. Not visited - the number of orders that have not been visited
  6. Visited, confirmed - the number of orders that have been visited and confirmed
  7. Visited, not confirmed - the number of orders that have not been visited but have not been confirmed
  8. Not visited, not confirmed - the number of orders that been niether visited nor confirmed
  9. Confirmed - the number of orders that been confirmed
  10. Rejected - the number of orders that have been rejected
  11. Percentage of orders visited in time - the percentage of orders that have been visited before the end of the delivery interval
  12. Percentage of orders visited late - the percentage of orders that have been visited after the end of the delivery interval
  13. Percentage of not visited orders - the percentage of orders that have not been visited
  14. Percentage of visited orders but not confirmed orders - the percentage of orders that have been visited but have not been confirmed (including rejected orders)
  15. Percentage of not visited but confirmed orders - the percentage of orders that have not been visited but have been confirmed
  16. Percentage of rejected orders - the percentage of orders that have been rejected
  17. Avg order time (estimated) - the total estimated transit time divided by the number of orders
  18. Avg order time (actual) - the total actual transit time divided by the number of orders
  19. Avg time deviation in orders - the total deviation of all orders divided by the number of orders
  20. Avg order mileage (actual) - the total actual mileage in all orders divided by the number of orders
  21. Avg order weight - the total weight of goods in all orders divided by the number of orders
  22. Avg order volume - the total volume of goods in all orders divided by the number of orders
  23. Avg order cost - the total cost of goods in all orders divided by the number of orders
  24. Avg fuel consumption for an order - the total amount of consumed fuel divided by the number of orders
  25. Estimated Mileage in orders - the total estimated mileage in all orders
  26. Actual Mileage in orders - the total actual mileage in all orders
  27. Fuel consumption for all orders - the total amount of fuel consumed to fulfil all orders
  28. Total weight of orders - the total weight of goods in all orders
  29. Total volume of orders - the total volume of goods in all orders
  30. Total cost of orders - the total cost of goods in all orders


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