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Report Menu

  1. Navigate to "Report Menu" bar at top of the screen.

  2. Click "Sales By Order Type" from report context menu.

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Sales By Order Type

The Sales By Order Type report is a valuable tool that can help you to lists the number of orders placed and total charges per order type in a date range. It can help you to analyze what type of business is being used most often, and to assist with identifying order types whose rates may need to be changed to maximize revenue.

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Tip

Quick Tip: This report is filtered by business units.

To view the report go to Report in the top menu and select Sales by Order Type.

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Report Parameters

Field Name

Description

From

Beginning date of date range for financial data to be pulled for order type.

To

Ending date of date range for financial data to be pulled for order type.

Service Types

Service types to be used for calculating order type's total orders and dollar amount (Options include Routed, On Demand, or All Service Types).

  • All Service Types

  • On-Demand Orders

  • Routed Service

Compare Date Field

Date field to be used in date range comparison (Options include DueTimeTo, ReadyTimeFrom, OrderedTime, and Delivered).

  • Due Time To

  • Ready Time From

  • Ordered Time

  • Delivered

Report Results

Field Name

Description

ID

Order Type type ID number used to distinguish different order types.

Order Type

Detail name of order type.

Orders

Number of orders associated with order type in date range.

Total

Total amount of revenue associated with order type in date range.

Average Per Order Stop

Average amount of revenue per order stop for order type in date range.

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