Team Sales
All team orders, who sold what, and the rolling 90-day view.Jobs Completed Over Time
Report Library
View All Reports| Report Name | Category | Description | Last Run | Actions |
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Recent Reports
View AllScheduled Reports
View AllAbout Reports
Reports draw on live data across every module to give you insight into operational performance, sales pipeline, support quality and compliance. Generation, delivery and access are recorded for audit.
Learn more about reportingJobs by Customer
Customer Performance
View Full Report| Customer | Jobs Completed | On-Time % | Avg Response | Satisfaction |
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Top Customers
Customer Report Library
About Customer Reports
Customer reports give detailed insight into customer activity, performance and satisfaction to help build stronger relationships and drive growth.
Learn moreOrders by Channel
How the order reached HQ| Channel | Orders | Total Value |
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Orders by Rep
Rep-entered orders only| Sold By | Orders | Total Value |
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About Sales Attribution
Channel is stamped once, when the order is created, and is never edited afterward. Sold By is who gets sales credit for a rep-entered order and may be corrected later by a sales manager or admin - a website order always has nobody to credit, so it never appears in the Orders by Rep table, not even as Unattributed.
Refunds & Credits Register
| When | Source | Method / Kind | Amount | Status | Raised By | Authorised By | Order | RMA | Credit Note |
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Under-declared weight
Where the courier billed on more weight than we declared| Order | SKUs | Declared | Courier | Extra |
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By weight band and zone
| Weight band | Zone | Labels | Synced | Avg charged | Avg quoted | Avg actual | Avg extra | Avg margin | Margin % | Min | Max |
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Booked shipments
| Order | Carrier / Service | SKUs | Charged | Quoted | Actual | Margin | Margin % | Flags |
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| Report Name | Report Type | Generated By | Generated On | Status | Delivery Method | Recipients | Actions |
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About Report Logs
Report logs track the generation, delivery and access of all reports, giving you a complete audit trail for compliance purposes - who generated, viewed and delivered which report and when.
Learn more about audit logging| Report Name | Report Type | Recurrence | Recipients | Next Run | Status | Last Run | Actions |
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About Scheduled Reports
Scheduled reports are automatically generated and delivered to the selected recipients on the defined schedule. Edit, pause or resume a schedule at any time; each run is recorded in Report Logs.
Learn more about scheduling