Order Item Report

Every order item at your fingertips

The Order Item Report is a generic report which provides you with holistic insights into your business operations. All data surrounding any order item, regardless if they were transferred from/to a partner, or handled by their own fleet can be found in this report.

Description

Some key information that could be extracted from this report includes:

• Source details of an order item i.e. was it transferred to a partner, or handled by the in house fleet, or was it transferred from an upstream partner

• Number of attempts for each task of an item

• Performance and risk measures at an item level and task level.

• Ability to view an item in its entirety, or just focusing on 1 leg of an item.

Filters

There are 14 filters used in this report

• Date Type
• Date Range
• Leg
• Item Status
• Task Type
• Tracking Number
• Sender Name
• Corporate User
• Downstream Partner
• Driver Name
• Service Type
• Item Type
• Item Risk Status
• Item Completion Performance

Date Type

There are 3 date type options in this filter. 

• Creation Date
  

  Filtering on the creation date displays order-items only created within the specified date range.

• Commit To Date
  

  Filtering on the commit to date displays order-items where tasks have a commit to date within the specified date range.

• Assigned Date
  

  Filtering on the assigned date displays order-items where tasks have been assigned within the specified date range, irrespective of what the order-item states/statuses are.

Date Range

The Date Range filter allows you to select a single date or a customised date range.

Leg

The Leg filter gives dispatchers the option to filter on a particular leg he is concerned with, or no legs at all.

If an item in inserted into the product with the multi-leg feature i.e.
Leg 1: Pick up @ A, Drop off @ B
Leg 2: Pick up @ B, Drop off @ C, Pick up @ C, Drop off @ D
Leg 3: Pick up @ D, Drop off @ E

then;

Filtering on Leg 1:
Would only show the state of the item concerned from Point A to Point B

Filtering on Leg 2:
Would only show the state of the item concerned from Point B to Point D

Filtering on Leg 3:
Would only show the state of the item concerned from Point D to Point E

Not Filtering on any Leg:

Would show the state of an item, considering all legs i.e. Point A to Point E

Item Status

The Item state filter allows users to select on all/ 1 of the following states (also found in the dashboards):

1. Unassigned

2. Assigned

3. Completed

4. Transfer Pending

5. Transfer-Unassigned

6. Transfer-Assigned

7. Transfer-Completed

8. Cancelled

Task Type

User able to focus only on pick ups or drop offs or both.

Tracking Number

The Tracking Number filter enables a user to extract information for an item tagged to a particular tracking number.

It designed to take in any form of tracking number. This includes:

• Global Tracking IDs

• Yojee Order IDs

• External Order IDs

• Yojee Item IDs

• External Item IDs

This filter does not handle multi-ID searches.

Sender Name

The Sender filter enables a user to extract information for all items that were placed by a particular sender account or have been transferred from one a specific upstream partner

Corporate User

The Corporate User filter enables a user to extract information for all items that were placed by a user of a particular corporate sender account.

The Corporate User filter only populates results depending on the Sender Filter.

e.g.

• Sender filter selected as “Company ABC”

• Corporate User filter

only populates suggestions for users who belong to Company ABC

Downstream Partner

The Downstream Partner filter enables a user to extract information for all items that have been transferred to one(many) specific partner(s).

Driver Name

The Driver Name filter enables a user to extract information for all items that have been tagged to one(many) specific driver(s).

Service Type

The Service Type filter enables a user to extract information for all items tagged to a particular service type.

Item Type

The Item Type filter enables enables a user to extract information for all items belonging to a particular item type.

Item Risk Status

The Risk Profile filter enables a user to extract information for all items that have a particular Risk Profile tagged to them . The options include: “Low”, “Medium”, “High”, “Missed”.

Item Completion Performance

The Risk Profile filter enables a user to extract information for all items that have a particular Risk Profile tagged to them . The options include: “Low”, “Medium”, “High”, “Missed”.