All Management Reports V8
Introduction
Here is a comprehensive list of all Management reports.
Under this folder, there are knowledgebase articles to guide you on what reports are available in RMA.
Management Reports
Starts and Stops Report V8This report allows you to monitor the reasons why customers are starting and stopping service with the company. The Starts and Stops Report can be found under Reports > Management Reports > Starts and Stops. |
Business Pulse Report V8This is an all-in-one report includes information such as A/R balances, cash collected, and rent totals for the month. The Business Pulse Report can be found under Reports > Management Reports > Business Pulse Report. |
Business Flash Report V8A Business Flash Report is a type of report that provides a quick overview or snapshot of the key performance indicators and metrics of a business. These reports are designed to give managers and executives up-to-date information to make informed decisions without having to dig through detailed data. Typically, they include financial data, sales figures, operational metrics, and other relevant business information. |
Route Commission Report V8The Route Commission Report is a type of business report that provides detailed information about the commissions earned by employees, such as salespeople or drivers, based on the routes they cover. |
Sales Commission Report V8The Sales Commission Report is a business report designed to provide detailed insights into the commissions earned by salespeople based on their sales activities. This type of report helps organizations track sales performance, calculate commissions accurately, and ensure that sales incentives align with business goals. The report can also highlight sales trends, allowing management to adjust strategies as needed. |
Driver Summary Report V8This report includes product sales totals and payment information based on the Commission Class Codes assigned to each product. The Driver Summary Report can be found under Reports > Management Reports > Driver Summary Report. |
Sales and Payments by Sales Rep V8This report will display the breakdown (by account) of Invoices, Receipts, Credit/Debit Notes, Discounts and Write-offs for each employee. The Sales and Payments by Salesman report can be found under Reports > Management Reports > Sales and Payments by Salesman. |
Production Planning Forecast V8To help you plan how much product you will need for your route demands, use the following report. It not only looks back to a base period, but will also let you add or subtract a percentage from your base period to accommodate fluctuations in seasonal demand, temperature, or other factors. By entering ending inventory levels, you can also prepare for high demands. The Production Planning Forecast can be found under Reports > Management Reports > Production Planning Forecast. |
Batch Report V8A Batch Report is a type of business report that provides detailed information about transactions or operations grouped together in a batch. These reports are commonly used in industries such as finance, manufacturing, and logistics to track and analyze data processed in batches. A batch report can include information such as batch codes, dates, account numbers, routes, and more, allowing businesses to efficiently manage and analyze their operations. |
Request Cancel Date Report V8This report will display the customers that have requested to cancel their service. The Request Cancel Date Report can be found under Reports > Management Reports > Request Cancel Date Report. |
Expiring Contracts Report V8This report will provide you with information related to the contract management system in Route Manager. The Expiring Contracts Report can be found under Reports > Management Reports > Expiring Contracts Report. |
Pending Contracts V8A Pending Contracts Report is a type of business report that provides a detailed view of contracts that have been initiated but not yet finalized or executed. This report helps businesses keep track of contracts that are in progress, ensuring that they can follow up on outstanding contracts and manage their contract pipeline effectively. |
Projected Delivery Report V8This report calculates customer delivery needs based on their projected usage. The Projected Delivery Report can be found under Reports > Management Reports > Projected Delivery Report. |
Customer Consumption Summary V8The Customer Consumption Report includes various information on rate of product consumption. This report can be found under Reports > Management Reports > Customer Consumption Summary. |
Expired Purchase Orders V8This report includes expired purchase order information entered within the Route tab of Customer Information. The Expired Purchase Orders report can be found under Reports > Management Reports > Expired Purchase Orders. |
Key Point Index by Route V8This report allows you to view delivery statistics per route based on posted invoices and payments. The Key Point Index by Route report can be found under Reports > Management Reports > Key Point Index by Route. |
Pre-Route Total Net/Serviced Customers Report V8This report will track the number of customer’s that have been “serviced” each delivery day — based on the items added to the Products Indicating Serviced field located within Lists > Routes > Handheld Class, on the Upload Reports 2 tab. The Pre-Route Total Net/Serviced Customers Report can be found under Reports > Management Reports > Pre-Route Total Net/Serviced Customers Report. |
Free Product Report V8The Free Product Report has been created for companies that generate credits for free products on the desktop when using Period Discount Pricing — this report does not apply to the percentage discount option. The Free Product Report can be found under Reports > Management Reports > Free Product Report. |
Customer Promotions Report V8The Customer Promotions Report includes information related to Customer Promotions found under Reports > Management Reports > Customer Promotions Report. |
Customer Photos Report V8The Customer Photos Report includes information related to Customer Photos and can be found under Reports > Management Reports > Customer Photos Report’. |
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