General Reports

Basic Delivery Report
This report will give you a general delivery report. You are able to include the delivery date, invoice number, recipient name, recipient address, delivery total, instructions, status, driver, and confirmation message.

• To run a BASIC DELIVERY REPORT, first locate the REPORT MANAGER in the BackOffice.
• Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.

• Once in the REPORTS MANAGER, select the GENERAL tab on the left side of the screen.
• From the general report list, choose the BASIC DELIVERY REPORT.

• After selecting the BASIC DELIVERY REPORT- Delivery Date, Recipient First, Recipient Last, Recipient Company, Recipient Primary Address, City, State, Zip 1, Zip 2 and Primary Phone will be pre-selected, you are able to select any addition attributes if desired.
• When all desired columns have been selected, click OK.

• Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by any of the previously select columns. If you have no preference, the report will be sorted by default.

• You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default.

• After you have set your sort by preferences, if any, select the desired dates to be included in the report. 

• Once you have entered all desired criteria, click RUN.

• A BASIC DELIVERY report will generate.
• If you are looking to FILTER the report so that it shows ONLY the transactions associated with the specific filters applied you will use the filter fields in the right corner of the report.
  • To filter the report, begin by clicking in the FILTER BY field. From the drop down, select the specific filter characteristic.
  • Next, click on the COMPARISON field. From the drop down select the comparison operation you would like applied.
  • Lastly, enter your filter criteria in the last field.
• Once you have entered the filter options, the report will now only show transactions associated with the filter criteria.  

• If you wish to export the Basic Delivery Report, select the desired export method.
  • To save the report, click the SAVE icon.
  • To email the report, click the EMAIL icon.
  • To print the report, click the PRINT icon.
  • To export the report to a PDF, click the PDF icon.
  • To export the report as an Excel document, click the EXCEL icon.

Routes by Driver
This report will give you a list of all deliveries taken by specified delivery driver. Includes invoice number, driver name, route number, delivery date, delivery status, and confirmation message.

• To run a ROUTES BY DRIVER REPORT, first locate the REPORT MANAGER in the BackOffice.
• Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.

• Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
• From the sales report list, choose the ROUTE BY DRIVER report.

• After selecting the routes by driver report, select the column icon  check the desired attributes you would like included in the report: Order Number, Driver Name, ROute Number and Delivery Date are pre-selected. You can choose to add additional attributes from the list. 
• When all desired columns have been selected, click OK.

• Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the one of the selected columns . If you have no preference, the report will be sorted by default.

• You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default

• After you have set your sort by preferences, if any, select the desired dates to be included in the report. 

• Once you have entered all desired criteria, click RUN.

• A Routes By Driver Report will generate.
  • To save the report, click the SAVE icon.
  • To email the report, click the EMAIL icon.
  • To print the report, click the PRINT icon.
  • To export the report to a PDF, click the PDF icon.
  • To export the report to an EXCEL document, click the EXCEL icon.

Deliveries by Zip Code
This report will give you a list of all of your past delivery zip codes and the number of times a delivery was sent to that zip code. (Delivery Count) Useful when you want to see how often you go to certain areas.

• To run a DELIVERIES BY ZIP CODE REPORT, first locate the REPORT MANAGER in the BackOffice.
• Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.

• Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
• From the sales report list, choose the DELIVERIES BY ZIP CODE report.

• After selecting the deliveries by zip code report, select the column icon  check the desired attributes you would like included in the report: Zip 1 and Delivery Count are pre-selected.
• When all desired columns have been selected, click OK.

• Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the one of the selected columns . If you have no preference, the report will be sorted by default.

• You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default

• After you have set your sort by preferences, if any, select the desired dates to be included in the report. 

• Once you have entered all desired criteria, click RUN.

• A Deliveries By Zip Code Report will generate.
  • To save the report, click the SAVE icon.
  • To email the report, click the EMAIL icon.
  • To print the report, click the PRINT icon.
  • To export the report to a PDF, click the PDF icon.
  • To export the report to an EXCEL document, click the EXCEL icon.

Basic Pickup Report
This will give you a general pickup report including order dates, pickup dates, invoice numbers, recipient names and more. You also have the option to sort by clicking on certain column headers.

• To run a BASIC PICKUP REPORT, first locate the REPORT MANAGER in the BackOffice.
• Select the REPORTING button from the STORE section of the MAIN MENU on the left side of the screen.

• Once in the REPORTS MANAGER, select the SALES tab on the left side of the screen.
• From the sales report list, choose the BASIC PICK-UP report.

• After selecting the basic pick-up report, select the column icon  check the desired attributes you would like included in the report: Order Number, Date of Order, Date of Pickup, Customer Name and Pickup Recipient are pre-selected.
• When all desired columns have been selected, click OK.

• Once the columns have been selected, next select how you would like the report sorted. You can choose to have the report sorted by the one of the selected columns . If you have no preference, the report will be sorted by default.

• You are also able to choose if you would like your report sorted ascending or descending. If you have no preference, the report will be sorted ascending by default

• After you have set your sort by preferences, if any, select the desired dates to be included in the report.

• Once you have entered all desired criteria, click RUN.

• A Basic Pick-Up Report will generate.
• If you are looking to FILTER the report so that it shows ONLY the transactions associated with the specific filters applied you will use the filter fields in the right corner of the report.
  • To filter the report, begin by clicking in the FILTER BY field. From the drop down, select the specific filter characteristic.
  • Next, click on the COMPARISON field. From the drop down select the comparison operation you would like applied.
  • Lastly, enter your filter criteria in the last field.
• Once you have entered the filter options, the report will now only show transactions associated with the filter criteria. 

• If you wish to export the Basic Pickup Report, select the desired export method. 
  • To save the report, click the SAVE icon.
  • To email the report, click the EMAIL icon.
  • To print the report, click the PRINT icon.
  • To export the report to a PDF, click the PDF icon.
  • To export the report to an EXCEL document, click the EXCEL icon.