Module 4: Report

The report module is focused on providing different types of reports required and deemed necessary to monitor and evaluate the entire system of Allotrac. The user can access the available reports through the dropdown menu on the main screen:

The types of reports available in the module are listed below:

1. Cancelled invoice report

2. Client report

3. Communication report

4. Communication report beta

5. Document report

6. Fuel Report

7. Futile report

8. Group report

9. Job share report v1

10. Job share report v2

11. Product report

12. Proof report

13. Return job report

14. Run Report v1

15. Run Report v2

16. Service report

17. Time report v1

18. Time report v2

19. Trip report

The above-mentioned reports are discussed below respectively.

Cancelled invoice report

Just as the title mentions, this report will contain details about the cancelled invoice. An invoice can only be cancelled using the MYOB and XERO applications which are integrated with allotrac. Once the invoice is cancelled the details will be shown in the screen as displayed below:

Mandatory Fields:

• No mandatory fields for this sub module

Client Report

This module is a simple view of the client details, where the user can search the report database via provided filters, download the reports .xls, .csv and .pdf formats. The client details are shown in reference to the job ID. Shown below is the view of client report.

Mandatory Fields:

• No mandatory fields for this sub module

Communication report

The communication report contains information about the user’s interaction with the Allotrac system. The user with admin rights can view the overall interactions with the allotrac system. Shown below are the details available against this report:

Mandatory Fields:

• No mandatory fields for this sub module

Document Report

This module contains links to all the documents that have been added in the allotrac system at different stages of job creation and completion. In the main screen of this module the user can access the documents loaded into the system or can edit the documents. The details can be exported in .csv and .xls format. Shown below is the screen of document report module:

Mandatory Fields:

• No mandatory fields for this sub module

Fuel Report

The fuel report will show the details if a driver has added the details of refueling in the truck application. Once the details have been included by the driver that will be reflected in the fuel report section.

Mandatory Fields:

• No mandatory fields for this sub module

Futile Report

The futile report shows the details of the job that had futile actions. Futile report shows jobs that have zero quantity of items picked. Upon clicking on the futile report module, the user will see a dashboard with a pie chart showing the delivery types (shown in figure 94). On the left hand of the pie chart is a table containing jobs divided into delivery types. By clicking on the delivery type user will be redirected to another screen containing details of the job (shown in figure 95)

Mandatory Fields:

• No mandatory fields for this sub module

Group Report

The group module contains the details of the two different actions performed by a same vehicle and driver. This report shows the details of the group jobs. The user can extract report in .xls and .csv format. The screen is shown below for reference:

Mandatory Fields:

• No mandatory fields for this sub module

Job Share Report

This report is mainly designed to view the Cost per vehicle. Where the cost is divided b/w every job executed by the “Driver” of that “Vehicle” on the default selected date. The purpose of this report is to support the accounts office to associate cost against a vehicle according to the jobs performed. This cost can be added by the person who has created the job or the admin. The user can use the add cost button available on the right-hand side as shown in the image below:

Mandatory Fields:

• No mandatory fields for this sub module

Product Report

This module contains information about the products that are delivered at specific dates. This report is managed through the system level module of products (see more in section of system level module). The date is a filter after applying it the user can view product delivery details accordingly:

Mandatory Fields:

• No mandatory fields for this sub module

Proof Report

This report is related to the proof of delivery and proof of purchase/pickup that is added by the driver in the allotrac truck application. In this module the user can see the POD and POP of all the jobs. The details can be extracted in excel, comma service version and pdf format. The screen is shown below for reference:

Mandatory Fields:

• No mandatory fields for this sub module

Return Job

This module is connected with the truck application of allotrac. The driver will have the option to return the items picked up only if this functionality is enabled from the settings (see in the system level module section). Once the functionality is enabled the driver can return the items and details will be shown on the allotrac web application platform. The details as shown in the image below contains information about the parent job, respective return job, the customer and supplier details, original and return products:

Mandatory Fields:

• No mandatory fields for this sub module

Run Report V1

This report is designed to fetch the details of the hourly hire jobs. The module contains a view which allows the user to see all the relevant details against the job IDs.

Mandatory Fields:

• No mandatory fields for this sub module

Service Report

Service report module allows user to view different products associated with client and site. Site contains the information about the supplier. The report can be exported in excel, CSV and PDF format. Screen below shows the service report module:

Time Report

This report allows the user to see job details based on dates. Another version of time report shows the job details as per the records of truck application. The illustration is provided below:

Mandatory Fields:

• No mandatory fields for this sub module

Trip report

This report contains the information about the trip taken by the driver to complete a job. These details are fetched from the mobile application’s GPS. It records the login time and logout time along with its geo marking. A small location pin (as shown in the image below) when clicked will take the user to the google maps identifying the exact location of login and logout of the driver.

Mandatory Fields:

• No mandatory fields for this sub module