Every business executive needs an overview of their operations in order to make the right decisions to allow their business to grow.
Filter the data from your orders and send it to yourself or another stakeholder in a matter of seconds.
Let's dive deeper into how to select the right data for your reports.
Filters
You can filter by:
Creation Date
Delivery Date (the actual date an order has been delivered)
Order Status
Driver (the last driver assigned to an order)
Dispatcher (the last dispatcher who edited or accepted an order)
Fields
Each field you select will appear as a column in your Excell sheet.
Мost of the field names are straight forward to pick upon, so we won't get into details explaining them all but here is what you'd get with the Rate and Broker Fee selections:
Rate
It comes with three columns: Rate (your total Carrier Pay), COP, and COD.
That way, you could easily notice if some orders have split payments where contacts would pay cash, but brokers would send additional commissions for the transport.
Broker Fee
This column would show you a calculation for the amount you would have to send to a broker if the COP/COD amount exceeds the Rate (your total carrier pay)
Saving Templates
Talking about speed, once you set the right fields for your report, save it. Next time you need it, you will only have to select it, set a date filter and you're done.
If you'd need to update the fields for a template that you've saved, select the template, do your changes, and click on the Update Template button.
Should you need to rename it or delete it, do that from the Manage Templates button.
