Reports

This page allows several reports to be run.

Currently available reports (dependent upon system type) are:

• Service Report - a report of all items serviced in the period.
• Transport Report - general-purpose transport report, including weighbridge information.
• Signature Capture Results - signatures captured by week number per site.
• 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.
• 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.

Depending on the report, criteria may be entered to filter the report:

• Date Range - Date From/To - calendar views are offered,
• Job Group - selected from a drop-down list.
• Customer Code - a drop-down list of all customers.
• Job Type - "All", "Collect Only" or "Delivery Only", through a drop-down list.
• Job Status - A drop-down list.
• Year - a drop-down list of years in which the system has data.
• Driver - a drop-down list of all drivers 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.
• Load - a drop-down list of all Loads for the date range (and Route Code selected, if enabled).

A Clear button is provided to clear any entered criteria.

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).

Service Report

When the user selects this report, the screen requests the following parameters:

• A date range - only service jobs logged within this date range will be selected.
• Job Group - a drop-down list of job groups, one of which must be chosen. Only jobs for that customer will be selected.

The report consists of 1 worksheet showing the following columns matching the parameters:

• Client Name - Job Group.
• Site Name - Site ID.
• Store Number - Service ID.
• Order Number - Job Code.
• Job Ref - Job ID
• Product - Service Group.
• System type - System Type.
• Other - blank.
• Priority Code - blank.
• Date Logged - Order Date
• Time Logged - Order Time.
• Date Required - Expiry Date.
• Time Required - Expiry Time.
• Date Attended - Arrival Date.
• Time On Site - Arrival Time.
• Time Off Site - Actual End Time.
• Eng - User Name.
• Status - Job Status, one of C - Complete, X - Cancelled, P - Pending or I - In Progress.
• Status 2 - a status selected by the engineer when completing a job.
• Rectification Required - blank.
• Additional Text - engineer notes.
• Materials Used - Product Code.
• Qty - Product Quantity.
• Customer Name - signatory.
• Job Text - Job Instructions.
• Completion Text - diagnosis.
• Date Complete - actual end date.
• Job Start Mileage - blank.
• Job Comp Mileage - blank.

Note:

• This report includes blank fields, intended for users to fill in after the report is produced.

Transport Report

When the user selects this report, the screen requests the following parameters:

• A date range - only jobs collected or delivered within this date range will be selected.
• Customer Code - a drop-down list of customers. If a customer is selected, only jobs for that customer will be selected.
• 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.
• Job Status - a drop-down list, determining what status of jobs are selected, from "Pending", "In Progress", "Complete" and "Cancelled".

The report consists of 1 worksheet showing the parameters for the report and the following columns matching the parameters:

• Vehicle Id - the collection vehicle ID.
• Vehicle Reg - the collection vehicle registration.
• Trailer Id - the collection trailer ID.
• Collection Id - the collection job ID.
• Collection Job Group.
• Collection Customer Code.
• Collection Customer Name.
• Collection Address1 - the collection job address (if exists) or the collection customer address.
• Collection Address2.
• Collection Address3.
• Collection Address4.
• Collection Postcode.
• Collection Arrival Date.
• Collection Arrival Time.
• Collection End Date - the collection job's actual end date
• Collection End Time - the collection job's actual end time
• Collection Weighbridge - the weighbridge number captured at collection.
• Collection Weight - the product quantity entered at collection.
• Product Collected - the collected product description.
• Job Code - the job code linking the collection and delivery job.
• Order No - the customer reference.
• Reference - the SO reference.
• Delivery Id - the delivery job ID.
• Delivery Job Group.
• Delivery Customer Code.
• Delivery Customer Name.
• Delivery Address1 - the delivery job address (if exists) or the delivery customer address.
• Delivery Address2.
• Delivery Address3.
• Delivery Address4.
• Delivery Postcode.
• Delivery End Date - the delivery job's actual end date.
• Delivery End Time - the delivery job's actual end time.
• Delivery Weighbridge - the weighbridge number captured at delivery.
• Delivered Weight - the product quantity entered at delivery.
• Product Delivered - the delivered product description.

Note:

• In order to see weighbridge numbers in this report, collection or delivery jobs must be configured for Job Details UDF with a field "WB_NUMBER".
• If multiple products are included on the collection or delivery, the job will appear multiple times, once for each product collected or delivered.
• If collection or delivery information is not present (i.e. this is not a linked job), the respective columns will be blank. The Job Type selection will determine whether the job is selected for the report.

Signature Capture Results

When the user selects this report, the screen requests a year from a drop-down list.

The report consists of 1 worksheet, showing the following columns matching the parameters:

• Partner.
• Week Number - showing the total captured signatures in that week.

Note:

• This is a bespoke report.
• The year selected is shown in the report name and worksheet title.

Mash On-Time Report

When the user selects 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.
• 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.
• 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.
• 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.
• 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.

The report consists of 1 worksheet showing the report title and the following columns matching the parameters:

• Customer Code.
• Customer Name.
• Load ID.
• Job Code.
• Status - one of "C" - Complete of "X" - Cancelled.
• Reason - the reason code if the job is cancelled.
• Sequence - the sequence of the job on the load.
• Service - service level.
• Planned Date - planned start date.
• Planned Time - planned start time.
• Arrival Date.
• Arrival Time.
• On Time - calculated.

Note:

• This is a bespoke report.
• On Time is calculated as follows:
  • If no planned start date - "Y"
  • If no arrival date - "N"
  • If arrival before or at planned time - "Y"
  • If arrival after planned time - "N"
• The data is ordered by Actual End date.

Scanning Report

When the user selects 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.
• 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 Status - a drop-down list, determining what status of jobs are selected, from All, "Completed Only" and "Cancelled Only".

The report consists of 1 worksheet showing the following columns matching the parameters:

• Owner - owner name.
• User Id.
• End Date - actual end date.
• End Time - actual end time.
• Job Code.
• Customer Code.
• Container Id - item collected or delivered.
• Status - "Pending", "In Progress", "Complete" or "Cancelled".
• Reason Code - if cancelled.
• Scanning Method - blank (automatically confirmed or cancelled), "SCAN", "KEY" or "ACCEPT" (accepted through clicking on the screen).
• Package Code
• Package Desc
• Code 1

Resource Activity Report

When the user selects this report, the screen requests a date range, defaulting to the last 7 days.

The report consists of 4 worksheets:

• Parameters - a title page, showing the parameters entered.
• Site Summary - a count of all users and vehicles in use, per site.
• Day Summary - a count of all users and vehicles in use, per site per day.
• Details - a detailed view of the site, user, vehicle, day, time start and end and EPOD application version number.

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.
• Changing vehicle does not audit the version number 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.
• 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:

• 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.