What Logistics reports are available?

Summary

There are a variety of standard Logistics Management reports available to you.

If you do not have any of the reports listed below please ensure your Platinum system is up to date by following this link to update your system: Downloading a Platinum update

More Information

Logistics reports are a combination of Standard reports, hard coded into the Logistics Module, and System & User reports, accessed via the Report Generator.

Standard Reports

Go to " Logistics Management Logistics Reports".

Driver Revenue Report

This report will only output to a printer. To output to your PDF print option please press <Alt+P>, enter '92' and press <Enter> before proceeding with the below steps.

Enter a range of drivers or leave blank for all.
Enter the revenue period.
Press <F2> to produce the report.

This will list all jobs in the period to show the potential or earned revenue (nett ticket value) per driver. This report will include invoiced and uninvoiced jobs.

If you have set a "Bonus" percentage on the driver record, the bonus will be calculated per ticket.

Vehicle Usage Report

This report will only ouput to a printer. To output to your PDF print option please press <Alt+P>, enter '92' and press <Enter> before proceeding with the below steps.

Enter a range of vehicles or leave blank for all.
Enter the revenue period.
Press <F2> to produce the report.

This will list all jobs in the period to show the potential or earned revenue (nett ticket value) per vehicle. This report will include invoiced and uninvoiced jobs.

Sub-Contractor Reports

View/Print Report

Specify the ticket period.
Specify a Sub-Contractor account or range of accounts if you wish else leave blank for all.
To view the report press <F5>.Once on screen you may press <F5> to print the report.
To print the report press <F2>.

This report will show jobs dated within the period which are assigned to a Sub-Contractor. The Contractor Nett is displayed and deducted from the Ticket Nett to show Profit.

Print Confirmation Notes

Specify the ticket period.
Specify a Sub-Contractor account or range of accounts if you wish else leave blank for all.
If required, press <Alt+P>, enter '92' and press <Enter> to output the confirmation notes to your PDF print record.

You may only print these documents once. They cannot be re-printed.

To print the documents press <F2>.

A confirmation note will print for each sub-contractor, listing their jobs and providing a total per sub-contractor.

Report Generator

Go to " Logistics Management Logistics Reports Logistics Report Generator".

Click [List] to see all available reports. Each system issued report is explained below.

Reports issued as standard will be listed along with any specific reports you may have had customised for your business.

The default "Output" options are:

'S' - 'Screen'. Once on screen you may click [Print] to output to your default or chosen print record. If you wish to output the report to Excel; change the mode at the bottom left of your screen from "Document" to "Table". Press <Ctrl+P> to output to Excel. Once in Excel you are advised to save the result as an Excel Workbook into your chosen location.
'P' - 'Print'
'F' - 'File'
'T' - 'Table/Chart'
'Q' - 'Select Print, Screen or File'. Please Note: Not all reports are suitable to output direct to file using this option.
'I' - 'Internal'. Please Note: This mode is for reports which are used internally by the module and are not suitable for users to run manually.

Select a report and click [Start].

Driver Usage Report (Graph)

Enter the period to display.
Enter the "Driver Code".
Click [Start].

This option will display a line graph to show ticket nett value for the driver during the specified period. This includes uninvoiced work.

Jobs with No Scanned POD's

Enter the "Ticket Status"} range.
Click [Start].

This will list jobs without any attached images.

Uninvoiced Jobs Report

Specify a customer if required else leave blank for all uninvoiced jobs.
Click [Start].

This report will list any jobs with a nett value but are currently uninvoiced.

Unit Useage Report (Graph)

Enter the period to display.
Enter the "Vehicle Code".
Click [Start].

This option will display a line graph to show ticket nett value for the vehicle during the specified period. This includes uninvoiced work.

Internal Reports

Del Confirmation (E-mail) - Currently not in use.
Auto Status Changer - POD - Used internally to auto set ticket status.
Automated Status Changer - Used internally to auto set ticket status.
Text Driver - Used internally when choosing to text job details to a driver.