This report lists order and shipping information based on a user-specified date range for Pack, Load, or Delivery date.
Parameters
Parameter |
Description |
Select (Select All) to include all branches or select branches individually from the drop-down list. Note: Only those Branches that have been assigned to an order will be listed. | |
Commodity |
Select (Select All) to include all commodity types, or select commodity types individually from the drop-down list. |
Sister Agent For |
Select (Select All) to include all records or choose the type of a Sister Agent of the branch associated to the order individually from the drop-down list. Options available to you include the following:
<none> Include records if no agent assigned to the order is a Sister Agent.
Booking Include records if the Booking Agent of the order is a Sister Agent.
Hauling Include records if the Hauling Agent of the order is a Sister Agent.
Destination Include records if the Destination Agent of the order is a Sister Agent. |
Date Type |
Choose which date to base record selection on as either Pack, Load, or Delivery. The report will first check for the Actual Pack, Load, or Delivery date then it will check the first date field of the Range for the Pack, Load, or Delivery date to compare with the Date From and Date To specifications. If the Range date is used for the specified type (Pack, Load, or Delivery), then the record is considered an estimated date (denoted with an asterisk (*) next to the date in the report display). |
Date From |
Select the date to begin including records on. |
Date To |
Select the date to end record inclusion on. |
Group by |
Report display is initially grouped by orders status. Use this parameter to select an additional grouping of the report display or choose <no grouping> to not additionally group the report data. Options include the following: <no grouping> No grouping will be in effect except by Order Status Branch Grouping display will be based on the Branch of the order Transportation Coordinator Grouping display will be based on the Transportation Coordinator assigned to the order Grouping display will be based on the Logistics Coordinator assigned to the order OA Coordinator Grouping display will be based on the OA Coordinator assigned to the order Sales Person Grouping display will be based on the Salesperson assigned to the order Grouping display will be based on the National Account assigned to the order Move Type Grouping display will be based on the Move Type assigned to the order |
Drill Down All |
Select True to expand all display groupings when the report generates or choose False to collapse all display groupings. |
Report Details
Report Grouping
The report is grouped by the value selected within the Group by parameter and then by Status of the order.
Detail Information
The report lists the following detailed items.
Detail Item |
Description |
Branch |
This item displays the Branch ID and Name of the branch set for the service. See Add Local Service and Branch Setup for more information. |
Branch Count |
Displays the total number of orders listed for the branch. |
Status |
This item displays the Order Status as a section heading |
Order |
Order Number |
Load/Pack/Delivery Date |
Move Information > Pack, Load, Delivery Date in Actual or Move Information > Pack, Load, Delivery Date in Range (first column), if Actual is not specified Note: If the Range date is used for the specified type (Pack, Load, or Delivery), then the record is considered an estimated date (denoted with an asterisk (*) next to the date in the report display). |
Shipper |
Name, Address, Phone > Last Name/Company and First Name/MI |
Origin Address |
Name, Address, Phone > Moving From > City and State |
Destination Address |
Name, Address, Phone > Moving To > City and State |
Cartons |
Will be set to Yes if values are set within Move Information > CPU Quantities, blank otherwise |
National Account |
Billing Information > National Account > Account name |
Move Type |
Move Information > Move Type |
Commodity |
Move Information > Commodity |
Estimated Linehaul |
Move Information > Disc l/h |
Additional information will be included in the report depending on the Group by option selected. The report can be set up to display the following:
Optional Grouping Data |
Location in MoversSuite |
Order Status |
|
Branch |
Branch |
Transportation Coordinator |
Name, Address, Phone > Transportation Coordinator |
Logistics Coordinator |
Name, Address, Phone > Logistics Coordinator |
OA Coordinator |
Name, Address, Phone > Agents > OA Coordinator when the Origin Agent is a Sister Agent. |
Salesperson |
Name, Address, Phone > Salesperson |
Report Totals
Total number of orders displays for each grouping and sub-grouping.