Reports

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

• Step 1: Select the report: Click on the field Report Type. Select the appropriate report from the drop down list

• 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

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If the selected date range spans more than 31 days, then instead of being directly downloadable from the Web app, the report will be sent to the email address associated with the account which export that report

• Step 3: Select whether there will be header in the report or not: By default, you will see a toggle button that reads Exclude Report Header. That means in the downloaded Excel spreadsheet, there will not be a header mentioning 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, like 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 spreadsheet shortly

ST15 - Products and Tasks by PDP Orders

ST16 - Transport Service Cost by PDP Orders

• This report will keep track of the Transport Service cost of PDP Orders paid by particular Depots, delivered by particular Transporters during a certain date range

Report ST16 - Export instruction

• Click on Report Type field, select this report from the drop down menu
• Next, click on Created Date field. From the drop down calendars, select the date range during which the Orders were created
• Then, click on Delivery Date field. From the drop down calendars, select the date range during which the Orders were actually delivered to the destination locations

• Click on the field Select Service Payer. On the drop down list, click on the search bar, input the Organization Name of the appropriate Depot and select the returned value. Repeat these steps to select more Depots
• Continue to click on the field Select transporter. On the drop down list, click on the search bar, input the Organization Name of the appropriate Transporter and select the returned value. Repeat these steps to select more Transporters
• Finally, click on Download button. The system will immediately gather data and generate a downloadable Excel spreadsheet to view offline
• (Optional) If you want to include a header in the Excel spreadsheet, you can click on the toggle button Exclude Report Header . When that button changes to Include Report Header , in the Excel spreadsheet there will be a header

Report ST16 - Information fields

ST18 - PDP Transporter Review

Report ST18 - Export instruction

• Click on Report Type field, select this report from the drop down menu
• Then, click on Date Range field. From the drop down calendars, select the date range during which the orders were created and executed

• 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 ST18 - Information fields

ST21 - Orders By Drivers

Report ST21 - Export instruction

• Click on Report Type field, select this report from the drop down menu
• Then, click on Date Range field. From the drop down calendars, select the date range during which the orders were created and executed

• 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 ST21 - Information fields

ST22 - PDP KPI Scoreboard

Report ST22 - Export instruction

• Click on Report Type field, select this report from the drop down menu

Report ST22 - Information fields

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

ST23 - PDP Orders by a single driver

Report ST23 - Export instruction

• Click on Report Type field, select this report from the drop down menu

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

• 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

• 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