Minimum Version Required: 22.11
Pre-Conditions
Users have existing Route Versions, Routes, Locations, Activities, and other related data to generate a report.
Steps
Using the Routing Report
1. Using Universal Search, navigate to the Routing Report link.
2. In the Columns section, select from the list of Columns on the left to choose what data is displayed on the report.
3. Select any of filters to the right of the Columns sections.
4. When all the desired filters are applied, click Create Report.
5. Once the report is created, the following options are available:
Export
Print
Save Report
Share through email or text message
Best Practices
This tool is useful to confirm things such as sales or delivery sequences, account list for sales or delivery reps, or comparing routes among other things.
Select the data users are specifically looking for. Choosing to display too much makes generating, exporting or sharing a report(s) cumbersome at times. Examples are to filter to a particular Route, Sales or Delivery Rep, or Sales or Delivery Day.
If Stops are aligned users will see both Presell Stop ID and Delivery Stop ID as long as those fields are selected. If they are not aligned, use the Stop Manager dashboard to edit as needed.
This can be used for Inactive Route versions to confirm Routes are accurate before the Route Version Start Date