Reports - Revision history

Anw: Added Collection Performance Report, Product Scanning Report and Asset Count Report.

2022-09-26T14:19:41Z

Added Collection Performance Report, Product Scanning Report and Asset Count Report.

@@ Line 11: / Line 11: @@
 * ''Scanning Report'' - a report detailing how many items were scanned versus manually confirmed on the mobile devices.
 * ''Resource Activity Report'' - a report counting users and vehicles used per site, per sit and date, and in detail.
 These may be selected from a drop-down list of reports. This list of reports will be extended. Note also that extracts exists within several main screens to filter and extract to a spreadsheet file.
@@ Line 249: / Line 253: @@
 *	The number of vehicles and users used in the sites, either over the period or per day or per user/vehicle combination.
 *	The mobile device application version of the users.
 [[Category:UG 291094 EPOD Admin User Guide|250_100]]

Anw: Text replacement - "1000px" to "900px"

2020-03-04T09:58:27Z

Text replacement - "1000px" to "900px"

← Older revision		Revision as of 11:58, 4 March 2020
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	* ''Job Comp Mileage'' - blank.		* ''Job Comp Mileage'' - blank.

	[[File:EPOD_ServiceReport.PNG\|border\|~~1000px~~]]		[[File:EPOD_ServiceReport.PNG\|border\|900px]]


Line 128:		Line 128:
	* ''Product Delivered'' - the delivered product description.		* ''Product Delivered'' - the delivered product description.

	[[File:EPOD_TransportReport.PNG\|border\|~~1000px~~]]		[[File:EPOD_TransportReport.PNG\|border\|900px]]


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	* ''On Time'' - calculated.		* ''On Time'' - calculated.

	[[File:EPOD_MashOnTimeReport.PNG\|border\|~~1000px~~]]		[[File:EPOD_MashOnTimeReport.PNG\|border\|900px]]


Line 217:		Line 217:
	* ''Code 1''		* ''Code 1''

	[[File:EPOD_ScanningReport.PNG\|border\|~~1000px~~]]		[[File:EPOD_ScanningReport.PNG\|border\|900px]]

	== Resource Activity Report ==		== Resource Activity Report ==

Anw: Minor correction

2019-04-04T09:24:19Z

Minor correction

← Older revision		Revision as of 11:24, 4 April 2019
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	* ''Job Type'' - a drop-down list. This determines how the report selects jobs. If you select "All", the report will show all jobs. If you select "Collection Only", the parameters you entered here apply to collection jobs, if you select "Delivery Only", the parameters apply to delivery jobs.		* ''Job Type'' - a drop-down list. This determines how the report selects jobs. If you select "All", the report will show all jobs. If you select "Collection Only", the parameters you entered here apply to collection jobs, if you select "Delivery Only", the parameters apply to delivery jobs.

	[[File:~~EPOD_MashOnTimeReportParms~~.PNG\|border]]		[[File:EPOD-MashOnTimeReportParms.PNG\|border]]


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	** If arrival after planned time - "N"		** If arrival after planned time - "N"
	* The data is ordered by Actual End date.		* The data is ordered by Actual End date.


	== Scanning Report ==		== Scanning Report ==

Anw: Minor correction

2019-04-04T09:23:39Z

Minor correction

← Older revision		Revision as of 11:23, 4 April 2019
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	When you selects this report, the screen requests a date range, defaulting to the last 7 days. The report will only show activity from mobile device users in this date range.		When you selects this report, the screen requests a date range, defaulting to the last 7 days. The report will only show activity from mobile device users in this date range.

	[[File:~~EPOD_ResourceActivityReportParms~~.PNG\|border]]		[[File:EPOD-ResourceActivityReportParms.PNG\|border]]

Anw: Minor correction

2019-04-04T09:23:15Z

Minor correction

← Older revision		Revision as of 11:23, 4 April 2019
Line 200:		Line 200:
	* ''Job Status'' - a drop-down list, determining what status of jobs are selected, from "All", "Completed Only" and "Cancelled Only".		* ''Job Status'' - a drop-down list, determining what status of jobs are selected, from "All", "Completed Only" and "Cancelled Only".

	[[File:~~EPOD_ScanningReportParms~~.PNG\|border]]		[[File:EPOD-ScanningReportParms.PNG\|border]]


Line 219:		Line 219:

	[[File:EPOD_ScanningReport.PNG\|border\|1000px]]		[[File:EPOD_ScanningReport.PNG\|border\|1000px]]


	== Resource Activity Report ==		== Resource Activity Report ==

Anw: Updated based on version 4.5.00.02

2019-04-03T14:18:31Z

Updated based on version 4.5.00.02

Anw: Updated based on version 4.0.02.35

2019-03-11T16:54:57Z

Updated based on version 4.0.02.35

← Older revision		Revision as of 18:54, 11 March 2019
Line 11:		Line 11:
	* ''Scanning Report'' - a report detailing how many items were scanned versus manually confirmed on the mobile devices.		* ''Scanning Report'' - a report detailing how many items were scanned versus manually confirmed on the mobile devices.
	* ''Resource Activity Report'' - a report counting users and vehicles used per site, per sit and date, and in detail.		* ''Resource Activity Report'' - a report counting users and vehicles used per site, per sit and date, and in detail.
	These may be selected from a drop-down list of reports. This list of reports will be extended. Note also that extracts exists within several main screens to filter and extract to a spreadsheet file.		These may be selected from a drop-down list of reports. This list of reports will be extended. Note also that extracts exists within several main screens to filter and extract to a spreadsheet file.

Anw: Updated based on version 4.0.02.33

2019-03-11T16:52:30Z

Updated based on version 4.0.02.33

← Older revision		Revision as of 18:52, 11 March 2019
Line 189:		Line 189:
	** If arrival before or at planned time - "Y"		** If arrival before or at planned time - "Y"
	** If arrival after planned time - "N"		** If arrival after planned time - "N"
			* The data is ordered by Actual End date.

Anw: Minor correction

2019-03-07T10:57:19Z

Minor correction

Anw: Minor formatting correction.

2019-03-07T10:46:30Z

Minor formatting correction.

← Older revision		Revision as of 12:46, 7 March 2019
Line 70:		Line 70:
	* ''Job Comp Mileage'' - blank.		* ''Job Comp Mileage'' - blank.

	[[File:EPOD_ServiceReport.PNG\|border\|~~800px~~]]		[[File:EPOD_ServiceReport.PNG\|border\|1000px]]


Line 125:		Line 125:
	* ''Product Delivered'' - the delivered product description.		* ''Product Delivered'' - the delivered product description.

	[[File:EPOD_TransportReport.PNG\|border\|~~800px~~]]		[[File:EPOD_TransportReport.PNG\|border\|1000px]]


Line 178:		Line 178:
	* ''On Time'' - calculated.		* ''On Time'' - calculated.

	[[File:EPOD_MashOnTimeReport.PNG\|border\|~~800px~~]]		[[File:EPOD_MashOnTimeReport.PNG\|border\|1000px]]


Line 214:		Line 214:
	* ''Code 1''		* ''Code 1''

	[[File:EPOD_ScanningReport.PNG\|border\|~~800px~~]]		[[File:EPOD_ScanningReport.PNG\|border\|1000px]]

← Older revision		Revision as of 16:18, 3 April 2019
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	This page allows several reports to be run.		This page allows several reports to be run and for the results to be downloaded in Excel or XML formats.

	[[File:EPOD-Export1.PNG\|border]]		[[File:EPOD-Export1.PNG\|border]]

	~~Currently~~ available reports (dependent upon system type) are:		The currently available reports (dependent upon system type) in the system are:
	* ''Service Report'' - a report of all items serviced in the period.		* ''Service Report'' - a report of all items serviced in the period.
	* ''Transport Report'' - general-purpose transport report, including weighbridge information.		* ''Transport Report'' - general-purpose transport report, including weighbridge information.
Line 14:		Line 14:


	Depending on the report, criteria ~~may be entered~~ to filter the report:		Depending on the report, you will be prompted to enter criteria to filter the report:
	* ''Date Range'' - Date From/To - calendar views are offered,		* ''Date Range'' - Date From/To - calendar views are offered,
	* ''Job Group'' - selected from a drop-down list.		* ''Job Group'' - selected from a drop-down list.
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	A '''Clear''' button ~~is provided to clear any entered criteria~~.		To reset the criteria for that report, you can press the '''Clear''' button.

	On clicking '''~~Create Excel Spreadsheet~~''', the application will create and then open up the report. Depending on ~~system~~ settings, this could be through the browser, through download or directly in Microsoft Excel (if locally installed).		You can extract the reports as an Excel spreadsheet (the default) or as XML - you can choose which from the ''Export To'' drop-down list provided.

			When you click clicking '''Run Report''', the application will create and then open up the report. Depending on your browser settings, this could be through the browser, through download or directly in Microsoft Excel (if locally installed).


	== Service Report ==		== Service Report ==
	When ~~the user selects~~ this report, the screen requests the following parameters:		When you select this report, the screen requests the following parameters:
	* ''A date range'' - only service jobs ~~logged~~ within this date range ~~will be selected~~.		* ''A date range'' - the report will only show service jobs within this date range.
	* ''Job Group'' - a drop-down list of job groups, one of which must be chosen. ~~Only~~ jobs for that ~~customer will be selected~~.		* ''Job Group'' - a drop-down list of job groups, one of which must be chosen. The report will only show jobs for that job group.

	[[File:EPOD_ServiceReportParms.PNG\|border]]		[[File:EPOD_ServiceReportParms.PNG\|border]]
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	== Transport Report ==		== Transport Report ==
	When ~~the user selects~~ this report, the screen requests the following parameters:		When you select this report, the screen requests the following parameters:
	* ''A date range'' - only jobs collected or delivered within this date range ~~will be selected~~.		* ''A date range'' - the report will only show jobs collected or delivered within this date range.
	* ''Customer Code'' - a drop-down list of customers. If a customer ~~is selected~~, only jobs for that customer ~~will be selected~~.		* ''Customer Code'' - a drop-down list of customers. If you select a customer, the report will only show jobs for that customer.
	* ''Collect or Delivery'' - a drop-down list. This determines how the report selects jobs. If "Collect" ~~is selected~~, the parameters entered here apply to collection jobs, if "Delivery" ~~is selected~~, the parameters apply to delivery jobs.		* ''Collect or Delivery'' - a drop-down list. This determines how the report selects jobs. If you select "Collect", the parameters entered here apply to collection jobs, if you select "Delivery", the parameters apply to delivery jobs.
	* ''Job Status'' - a drop-down list, determining what status of jobs are selected, from "Pending", "In Progress", "Complete" and "Cancelled".		* ''Job Status'' - a drop-down list, determining what status of jobs are selected, from "Pending", "In Progress", "Complete" and "Cancelled".

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	== Signature Capture Results ==		== Signature Capture Results ==
	When ~~the user selects~~ this report, the screen requests a year from a drop-down list.		When you select this report, the screen requests a year from a drop-down list.

	[[File:EPOD_SignatureCaptureReportParms.PNG\|border]]		[[File:EPOD_SignatureCaptureReportParms.PNG\|border]]
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	== Mash On-Time Report ==		== Mash On-Time Report ==
	When ~~the user selects~~ this report, the screen requests the following parameters:		When you select this report, the screen requests the following parameters:
	* ''A date range'' - only jobs completed within this date range ~~will be selected~~. This defaults to yesterday's date to today's date.		* ''A date range'' - the report will only show jobs completed within this date range. This defaults to yesterday's date to today's date.
	* ''Customer Code'' - a drop-down list of customers, defaulting to "All Customers". If a customer ~~is selected~~, only jobs for that customer ~~will be selected~~.		* ''Customer Code'' - a drop-down list of customers, defaulting to "All Customers". If you select a customer, the report will show only jobs for that customer.
	* ''Route Code'' - a drop-down list defaulting to "All Routes for Date Range". ~~All~~ unique Route Codes entered against loads ~~will be shown in the list~~.		* ''Route Code'' - a drop-down list defaulting to "All Routes for Date Range". The list will show all unique Route Codes entered against loads.
	* ''Load'' - a drop-down list defaulting to "All Loads for Date Range/Route". ~~All~~ load IDs in the system ~~will be shown~~. If a route ~~has been selected~~, only loads for that route ~~will be shown~~.		* ''Load'' - a drop-down list defaulting to "All Loads for Date Range/Route". The list will show all load IDs in the system. If you have selected a route, the list will only show loads for that route.
	* ''Job Type'' - a drop-down list. This determines how the report selects jobs. If "All" ~~is selected~~, all jobs ~~will be shown~~. If "Collection Only" ~~is selected~~, the parameters entered here apply to collection jobs, if "Delivery Only" ~~is selected~~, the parameters apply to delivery jobs.		* ''Job Type'' - a drop-down list. This determines how the report selects jobs. If you select "All", the report will show all jobs. If you select "Collection Only", the parameters you entered here apply to collection jobs, if you select "Delivery Only", the parameters apply to delivery jobs.

	[[File:EPOD_MashOnTimeReportParms.PNG\|border]]		[[File:EPOD_MashOnTimeReportParms.PNG\|border]]
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	== Scanning Report ==		== Scanning Report ==
	When ~~the user selects~~ this report, the screen requests the following parameters:		When you select this report, the screen requests the following parameters:
	* ''A date range'' - only jobs completed within this date range ~~will be selected~~. This defaults to yesterday's date to today's date.		* ''A date range'' - the report will only show jobs completed within this date range. This defaults to yesterday's date to today's date.
	* ''Job Type'' - a drop-down list. This determines how the report selects jobs. If "All" is selected, all jobs ~~will be shown~~. If "Collection Only" is selected, the parameters entered here apply to collection jobs, if "Delivery Only" is selected, the parameters apply to delivery jobs.		* ''Job Type'' - a drop-down list. This determines how the report selects jobs. If "All" is selected, the report will show all jobs. If "Collection Only" is selected, the parameters entered here apply to collection jobs, if "Delivery Only" is selected, the parameters apply to delivery jobs.
	* ''Job Status'' - a drop-down list, determining what status of jobs are selected, from All, "Completed Only" and "Cancelled Only".		* ''Job Status'' - a drop-down list, determining what status of jobs are selected, from "All", "Completed Only" and "Cancelled Only".

	[[File:EPOD_ScanningReportParms.PNG\|border]]		[[File:EPOD_ScanningReportParms.PNG\|border]]
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	== Resource Activity Report ==		== Resource Activity Report ==
	When ~~the user~~ selects this report, the screen requests a date range, defaulting to the last 7 days.		When you selects this report, the screen requests a date range, defaulting to the last 7 days. The report will only show activity from mobile device users in this date range.

	[[File:EPOD_ResourceActivityReportParms.PNG\|border]]		[[File:EPOD_ResourceActivityReportParms.PNG\|border]]
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	{{Note}}		{{Note}}
	* The version number will only show on a day if the user has performed a login request on that day. If users are not logging out or exiting the app overnight, this will be blank. Example: line 3 ~~onwards~~.		* The version number will only show on a day if the user has performed a login request on that day. If users are not logging out or exiting the app overnight, this will be blank. Example: line 3 onward.
	* ~~Changing~~ vehicle ~~does not audit~~ the version number again.		* When the driver changes vehicle, the version number is not shown again.
	* If the ~~user~~ uses two vehicles in a day, ~~the~~ user will be shown twice on the Details sheet for that day. Example: Line 3 and 4.		* If the driver uses two vehicles in a day, that user will be shown twice on the ''Details'' sheet for that day. Example: Line 3 and 4.
	* The times show the earliest and latest times on that date that that vehicle was used. If the user uses vehicle A, then vehicle B, then vehicle A again, there will only be two lines on the report. The times for vehicle A will show the full day, whereas the times for vehicle B will be contained within vehicle A's time range.		* The times show the earliest and latest times on that date that that vehicle was used. If the user uses vehicle A, then vehicle B, then vehicle A again, there will only be two lines on the report. The times for vehicle A will show the full day, whereas the times for vehicle B will be contained within vehicle A's time range.

	~~This~~ report ~~can be used~~ to determine:		You can use this report to determine:
	* The number of vehicles and users used in the sites, either over the period or per day or per user/vehicle combination.		* The number of vehicles and users used in the sites, either over the period or per day or per user/vehicle combination.
	* The mobile device application version of the users.		* The mobile device application version of the users.

← Older revision		Revision as of 12:57, 7 March 2019
Line 4:		Line 4:

	Currently available reports (dependent upon system type) are:		Currently available reports (dependent upon system type) are:
	* Service Report - a report of all items serviced in the period.		* ''Service Report'' - a report of all items serviced in the period.
	* Transport Report - general-purpose transport report, including weighbridge information.		* ''Transport Report'' - general-purpose transport report, including weighbridge information.
	* Signature Capture Results - signatures captured by week number per site.		* ''Signature Capture Results'' - signatures captured by week number per site.
	* TomTom Planned vs Actual Report - {{Note}} Requires full planning details from external system.		* ''TomTom Planned vs Actual Report'' - {{Note}} Requires full planning details from external system.
	* Mash On Time Report - a report detailing jobs which were completed on-time or late.		* ''Mash On Time Report'' - a report detailing jobs which were completed on-time or late.
	* Scanning Report - a report detailing how many items were scanned versus manually confirmed on the mobile devices.		* ''Scanning Report'' - a report detailing how many items were scanned versus manually confirmed on the mobile devices.
			* ''Resource Activity Report'' - a report counting users and vehicles used per site, per sit and date, and in detail.
	These may be selected from a drop-down list of reports. This list of reports will be extended. Note also that extracts exists within several main screens to filter and extract to a spreadsheet file.		These may be selected from a drop-down list of reports. This list of reports will be extended. Note also that extracts exists within several main screens to filter and extract to a spreadsheet file.


	Depending on the report, criteria may be entered to filter the report:		Depending on the report, criteria may be entered to filter the report:
	* Date From/To ~~- a date range~~ - calendar views are offered,		* ''Date Range'' - Date From/To - calendar views are offered,
	* Job Group - selected from a drop-down list.		* ''Job Group'' - selected from a drop-down list.
	* Customer Code - a drop-down list of all customers.		* ''Customer Code'' - a drop-down list of all customers.
	* Job Type - All, Collect Only or Delivery Only, through a drop-down list.		* ''Job Type'' - "All", "Collect Only" or "Delivery Only", through a drop-down list.
	* Job Status - A drop-down list.		* ''Job Status'' - A drop-down list.
	* Year - a drop-down list of years in which the system has data.		* ''Year'' - a drop-down list of years in which the system has data.
	* Driver - a drop-down list of all drivers for the site.		* ''Driver'' - a drop-down list of all drivers for the site.
	* Vehicle - a drop-down list of all vehicles for the site.		* ''Vehicle'' - a drop-down list of all vehicles for the site.
	* Route Code - a drop-down list of all route codes for the date range.		* ''Route Code'' - a drop-down list of all route codes for the date range.
	* Load - a drop-down list of all Loads for the date range (and Route Code selected, if enabled).		* ''Load'' - a drop-down list of all Loads for the date range (and Route Code selected, if enabled).