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Reports and dashboards

The Dashboard opens when you sign in. It shows today’s operations (parcels by status, runs in progress, pending hub scans) and, for finance roles, this month’s revenue, outstanding cash, and payouts waiting.

Open Reports, choose a report type and a date range, then Generate Report. Every report can be exported to Excel with Export Excel.

Report Answers
Daily Summary How did today go across bookings, deliveries, and cash?
Shipment Summary How many parcels moved, by status?
Delivery Report Delivered and failed parcels, with reasons
Driver Performance Success rate and cash per driver
Township Analysis Volume and success rate by destination
Merchant Volume Which merchants send the most parcels?
Revenue Report Fees earned over the period
Collections Report Cash and transfers received, by driver and channel
Payouts Report What was paid to merchants, and when
Receivables Aging Delivered parcels whose cash has not reached the office, by age
D2D Partner Performance Volume and success per partner
D2D Settlements What partners owe and have paid

Merchants with their own accounts see a version of these reports limited to their own parcels.