General Application Functions > Standard Report and Document Listing

New Orders Report

This report lists all orders created within the specified data range.  The report separates orders created through an external application from those created within MoversSuite.

 

Parameters

 

Parameter

Description

Drill Down All

Select True to expand all display groupings when the report is generated or choose False to collapse all display groupings.

Branch ID

Select *(all) to include all branches, or select branches from the drop-down list.

Agent

Select *(all) to include all agent types, otherwise select from the following:

Booking,

Destination,

Hauling,

Origin.

Group by

Select Coordinator or Salesperson as a secondary sort underneath Branch.

Coordinator Type

Select records based on the Coordinator Type.  The following options are available:

Logistics,

Origin Agent,

Transportation.

Orders Created Date From

Enter an order created date to begin selecting records on.

Orders Created Date To

Enter an order created date to end selecting records on.

 

Report Details

 

Report Grouping

 

The report is grouped by Branch then Coordinator Type or Salesperson then Order Status.

 

Header Information

 

Header information displays for each grouping (Branch, Coordinator / Salesperson, Order Status) as follows:

      Total Number of Orders per grouping.

 

Detail Information

 

The report lists the following detailed items:

      Order Number,

      Shipper,

      Origin City and State,

      Destination City and State,

      Coordinator or Salesperson,

      National Account Name,

      Estimated Load Date,

      Commodity,

      Estimated Linehaul Amount.

 

Report Totals

 

No report totaling is in effect.