The 14 reports
The reports you can open, by group, and what has to exist before each one turns on.
Before you start
- Which reports you see depends on your permissions, your hub scope and your selected merchants.
| Group | Reports |
|---|---|
| Operations | Orders by status · Delivery performance · Delivery areas · Failed attempts · SLA breaches · Returns (RTO) |
| Drivers & hubs | Driver performance · Hub throughput |
| Finance | COD summary · Merchant statements · Partner COD · Invoices |
| Merchants & partners | Merchant activity · Partner orders & cost |
When a report turns on
A report whose data needs an earlier step stays visible but greyed. Hover it and it says what to do first. It turns on as soon as you do.
| Item | What to do first |
|---|---|
| Everything, before the first order | Create your first shipment |
| Finance snapshot, COD summary | Deliver a COD order |
| Merchant statements | Send a COD withdrawal in Finance › Settlements |
| Invoices | Issue an invoice in Finance › Invoices |
| Partner reports and the partner choices in Fulfilled by | Add a 3PL partner in Integrations › 3PL partners |
| Hub throughput and the Hub filter | Add a hub in Hubs |
| SLA breaches | Add an SLA rule in SLA rules |
| Driver performance | Add a driver in Drivers |
| Compare previous period | Needs orders in the previous period |
Links from the Dashboard
- Where orders go opens Delivery areas.
- First-attempt success opens Delivery performance.
- COD collected opens COD summary.
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 I schedule a report by email?
Not yet. Scheduled exports come in a later release.
Can I change the warning levels?
Not yet. They are fixed for now.
Related guides
Was this helpful?