Order Item Report 2.0

This reports provides dispatchers insights into their business holistically. 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.

Whats new?

In previous versions, there were 3 reports that dispatchers had to gather data from i.e. Order Item report, Transferred-To report, Transferred-From report.

In this version, there will no longer be 3 reports. The information from all 3 reports can now be found in the all encompassing Order Item report.

Description

The date range filter of the Order Report is based on the Execution Date.

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

NOTE: IF you do not select a sender filter, you will see all corporate users in the corporate user filter.

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”.

Need to know how long a driver has been on site at the same location, check out these columns to help analyse this information:

  • On Site Duration = difference between arrival and departure
  • Waiting Duration = difference between arrival and start
  • Service Duration = difference between start and completion

TIP 👏

To export your data, find the 3 dots on any report and click on Download data

To download more than 1,000 rows in any report, please refer to this article.