Most Popular Reports for Route Manager Users

Overview

Your Route Manager reports and the dozens of options they provide enable you to know exactly what is happening in your organization. Knowledge is power and the built-in reports give you great insight into managing your business better.

Your Route Manager reports and the dozens of options they provide enable you to know exactly what is happening in your organization.

While there are hundreds of reports in the Route Manager system, below are some of our most frequently used reports.

Popular Reports

Report Name	Location	Options and other information
Sales Detail	Reports > Accounting Reports > Sales > Sales Detail	This is a highly flexible tool to look at your sales in a number of different ways: By customer, by products, by route, by salesperson, etc. it is extremely important to choose your three sort options carefully. This can have a dramatic effect on your report output.
Sales Detail Comparison	Reports > Accounting Reports > Sales > Sales Comparison Report	This report is very similar to the Sales Detail Report with an important twist – you can compare multiple periods to see how you did this month versus last month or this year compared to last year.
Aging Analysis	Reports > Accounting Reports > Customer > Aging analysis	Are your customers paying their bills on time? Is there anyone really behind? How much does everyone owe you in total? This one report will answer all of the questions just raised
Pre-Route Report	Route > Pre Route Report	While this is a basic report of customers by route day, it is very powerful for understanding how many customers are delivered to each day. Depending on the options chosen, you can see all customers on al route days, or look at a smaller slice of your routes.
Customers without Deliveries	Reports > Route Reports > Management > Customers Without Deliveries	If you want to pinpoint customers who are not taking product, this report will let you identify them.
Route Times Report	Reports > Route Reports > Management > Route Times	This report will show you on a given route day, all of the stops serviced by one driver.It shows the customer, time spent as well as the amount of the sale at each customer.
Past Due by Route Day	Reports > Route Reports > Daily > Past Due by Route Day	Managing credit in any business can be a challenge. This report will help you do that better.
Additions / Terminations report	Reports > Management Reports > Starts and stops	If you want to know how many new customers you have acquired over the last month and what the source of these customers was, this is a great report for doing so. It will also tell you why people quit. To get good information, the person setting up new accounts must be accurate with the input data.
Business Pulse Report	Reports > Management Reports > Business Pulse Report	If you want to print out a one page report that shows amount of money collected this month along with sales by product; total A/R with aging, then this is the report for you. Get a quick pulse on your business.
Customer List	Reports > List Reports > Customer List	This is a multi-function report that lets you look at your customer list a dozen different ways. You can choose over a dozen different options to see just what you are looking for.
Equipment Master	Reports > Equipment > Equipment Master List	This is a multi-function report that lets you look at your equipment list a dozen different ways. You can choose over a dozen different options to see just what you are looking for.
Business Flash report	Reports > Management Reports > Business Flash Report	This is a great report, but does require setting up goals and planned revenue before it can be ran. To do this, go to Tools > Flash Report setup to put in your monthly budgets for sales, coolers, customer base growth, etc.
Top Customer Report	Reports > Accounting Reports > Customer > Top Customer Report	Want to know who are your best customers? This report will give you a snap shot of who brings in the most revenue.
Log Report	Reports > Communication Reports > Log Report	This report gives you information on who has been making changes to what data. For example, if you want to know who made a price adjustment on a customer, this report will tell you. We track over 50 different variables for you.