Reports

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To maintain the system performance, we currently restrict the date range to export reports to no more than 1 month

Compulsory Configurations

• You need to enable the Reports configurations at both the Manufacturer and the Branch
• You need to enable the module Report for the User group. Refer to this article: Manage Users

Locate Report tab

• Navigate to Reports > Report tab

• This tab is where you can generate and export reports

General steps to generate and export report

• To generate and export the Reports, please follow the steps
• Step 1: Click on Report Type field, select this report from the drop-down menu

• Step 2: Select the date range: Click on the field below the text Date Range, select the appropriate date range from the drop-down calendars, then click on Apply to confirm selecting the date range. Alternatively, you could input the date range directly into the field in the following format: yyyy-mm-dd:yyyy-mm-dd (Year-Month-Date:Year-Month-Date)

• If your selected date range exceeds 31 days, there will be an error message as below. In this case, please select another date range.

• Note: If the language for display is a language other than Vietnamese (for example, English, Indonesian, Japanese...), the default language of reports is English.

• Step 3: Select whether there will be a header in the Report or not

• By default, you will see a toggle button named Exclude Report Header. When you leave this button off, there will not be a header of the report name and the date range

• If you want to add the report name and the date range to the report, click on that switch button. When the button changes to , the text will change to Include Report Header, which means in the report there will be a header of the report name and the date range, as in screenshots below

• Step 4: Download the report:
• Click on the button Download . The system will immediately start gathering data based on your filters, and will generate a downloadable Excel template shortly

ST15 - Products and Tasks by PDP Orders

• Below is the list of all information fields in the report

ST21 - Orders By Drivers

• Below is the list of all information fields in the report

• Note:
• At the moment, the VFR (By both weight and volume) of PDP Models hasn't been formulated yet, therefore the column VFR By Weight (%) will have no value
• For this model, all Orders are considered to always be successfully delivered, therefore the two columns Partially Fulfilled Orders (#) and Unfulfilled Orders (#) will have no value

ST22 - PDP KPI Scoreboard

• Below is the list of all information fields in the report

ST23 - PDP Orders by a single driver

Steps to Export the Report ST23

• Step 1: Click on Report Type field, select this report from the drop-down menu

• Step 2: Click on Date Range field, select the suitable date range from the drop down calendars

• Step 3: Next, click on Select drivers field, select the driver for whom you want to export report from the drop-down menu. You can select multiple drivers at once

• If you want to export report for all drivers, click on Choose All Drivers check box

• Step 4: Finally, click on Download button. The system will immediately gather data and export the report into a downloadable Excel template after a short moment
• (Optional) If you want to include a header in the Excel template, you can click on the toggle button Exclude Report Header . When that button changes to Include Report Header , in the Excel template there will be a header

Report ST23 - Information fields

• Below is the list of all information fields in the report