New Orders Report

This report lists all orders created within the specified data range.  The report separates orders created through an external application from those created within MoversSuite.

 

Parameters

 

Parameter

Description

Drill Down All

Select True to expand all display groupings when the report is generated or choose False to collapse all display groupings.

Branch ID

Select *(all) to include all branches, or select branches from the drop-down list.

Agent

Select *(all) to include all agent types, otherwise select from the following:

Booking

Destination

Hauling

Origin

 

Group by

Select Coordinator or Salesperson as a secondary sort underneath Branch.

Coordinator Type

Select records based on the Coordinator Type.  The following options are available:

Logistics

Origin Agent

Transportation

 

Orders Created Date From

Enter an order created date to begin selecting records on.

Orders Created Date To

Enter an order created date to end selecting records on.

 

Report Details

 

Report Grouping

 

The report groups by Branch then Coordinator Type or Salesperson then Order Status.

 

Header Information

 

Header information displays for each grouping (Branch, Coordinator / Salesperson, Order Status) as follows:

    Total Number of Orders per grouping

 

Detail Information

 

The report lists the following detailed items:

    Order Number

    Shipper

    Origin City and State

    Destination City and State

    Coordinator or Salesperson

    National Account Name

    Estimated Load Date,

    Commodity

    Estimated Linehaul Amount

 

Report Totals

 

No report totaling is in effect.