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 branches) to include all available branches in the report or select an individual branch from the drop-down list.

Booked Date From

Enter the date (as MM/DD/YYYY) to begin selecting records on.

Booked Date To

Enter the date (as MM/DD/YYYY) to end selecting records on.

Field

Description

Report Header

Title of the report displays as Sales Numbers.

Branch Header

The report displays groups based on each branch included in the report.

Branch

Displays the Name of the branch as defined within Branch Setup.

Total Estimated Linehaul

The total amount Discounted Linehaul set on all orders associated to the branch displays. The Discounted Linehaul is set through the Move Information tab and displays as an Estimated amount within the Other Amounts section on the Billing Information (Revenue Entry) tab.

booked from

The report header includes the dates entered as the report parameters in booked from MM/DD/YYYY to MM/DD/YYYY format on each page.

Salesperson Header

For each branch listed, there is also a subgroup report for each Salesperson.

Salesperson

Name of the Salesperson displays. The report groups by each salesperson and there is a {no salesperson} grouping for any order with no salesperson assigned. The Salesperson is set on the Name, Address, Phone tab. The report displays the Last Name followed by the First Name of the individual as defined within their Personnel Setup record.

Total Estimated Linehaul

The total amount Discounted Linehaul set on all orders associated to the salesperson for the given branch displays. The Discounted Linehaul is set through the Move Information tab and displays as an Estimated amount within the Other Amounts section on the Billing Information (Revenue Entry) tab.

Move Type Header

For each Salesperson listed, there is also a subgroup report for each Move Type.

Move Type

The report provides a subgrouping for each Salesperson by Move Type. The type is set for an order through the Type of Move setting within the Move Information tab.

Total Estimated Linehaul

The total amount Discounted Linehaul set on all orders associated to the salesperson for the given branch displays. The Discounted Linehaul is set through the Move Information tab and displays as an Estimated amount within the Other Amounts section on the Billing Information (Revenue Entry) tab.

Detail Items

This section lists all details of the report based on order.

Order #

The Order Number for the record displays.

Booked

The date the order was booked or added to the displays. The Booked date appears within the Move Information tab.

Shipper

Displays the formatted shipper name combined from the Last Name/Company Name and First Name fields from the Name, Address, Phone tab.

Total Estimated Linehaul

The total amount Discounted Linehaul set on the order displays. The Discounted Linehaul is set through the Move Information tab and displays as an Estimated amount within the Other Amounts section on the Billing Information (Revenue Entry) tab.