Create and save a report
Build a report of your own in four steps, then save it to open again, privately or shared with your company.
Before you start
- You need Reports › View. You only see the datasets you have permission for.
1
Choose a dataset
Press Create report. Step 1 asks what the report is about.
1Dataset2Date range3Filters4Columns
1 Choose what the report is about
Delivery areasOrders by area
DriversOrders by driver
CODCash by stage
- Dataset. Step 1 of 4. The kinds of report you may see. A dataset you do not have permission for is not offered.
2
Set the date range
Step 2 sets the period.
✓Dataset2Date range3Filters4Columns
TodayLast 7 daysThis monthCustom
Custom takes a From and a To date, up to 12 months.
- Date range. Step 2. The same choices as everywhere in Reports: Today, Yesterday, Last 7 days, This month, Last month or Custom.
3
Add filters
Step 3 narrows the report. Skip it to include everything.
✓Dataset✓Date range3Filters4Columns
All hubs ▾
All ▾
Forward ▾
- Hub. Step 3. Limits the report to one hub. It is fixed to yours when Hub management is on.
- Fulfilled by. All, Own fleet or one 3PL partner.
- Order type. Forward, return or both. More filters appear to suit the dataset you chose.
4
Pick the columns and generate
Step 4 lists the columns. Press Generate to open the report page.
✓Dataset✓Date range✓Filters4Columns
1 Pick the columns
☑ Area
☑ Orders
☑ Failed
☐ Reattempts
☑ Failed rate
☐ Avg delivery time
2Generate
- Columns. Step 4. Choose what the table shows.
- Generate opens the report page. You can then save it.
5
Save the report
Press Save report on the report page, name it and choose who can see it.
Save report✕
Weekly delivery performance
PrivateShared with company
Cancel3Save report
- Name. It appears in All reports.
- Who can see it. Private by default. Shared reports are read-only for other staff.
- Save report keeps the period, filters, columns, chart view and measure. It never keeps a focus.
TipOn a saved report use Save as new to keep the original. In All reports, the ⋯ menu shares, makes private or deletes your own saved reports.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
Can others change my shared report?
No. Shared reports are read-only for other staff.
Does a saved report keep a focus?
No. It keeps the period, filters, columns, chart view and measure.
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