Default Reports

Reporting Portal

All default reports are marked with required parameters, and most have optional fields to focus on desired information. These fields are not required for the report to provide information. Certain information can also be searched for after the report has been generated by clicking the search icon in the reporting toolbar, provided that the information is included in the report.

If a specific default report does not contain all of the information you require, please reach out to our support team and we can assist in determining if another default report category may, or if a custom report is needed.

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There is a reporting feature built into the ticketing app that contains reports specific to the local database of your ticketing locations. To review a list of those reports, please refer to the Ticketing App - Reporting article.

Tickets

The Tickets category provides information related to tickets generated by your Fast-Weigh application that have been synced to the Web Portal, or entered directly on the Web Portal. These reports include pricing information as it appears in relation to the products, orders, taxes, etc.

Report Name	Run To Review...
Product Usage	Average prices, total tickets, and product totals.
Ticket Detail	Condensed ticket information.
Ticket Detail - Adjustments	Condensed ticket information with adjustments.
Ticket Note Detail	Condensed ticket information with ticket notes.
Ticket Reprint	Reprinted tickets with formats selection
Ticket Reprint - Multi-Product	Condensed multi-product ticket information.
Ticket Summary	Location ticket summary of orders/tickets qty, etc.

Quotes

Quote Reports provide information based on the quotes submitted by users in your organization. Some reports may contain pricing information.

Report Name	Run To Review...
Quote Award Rate by Salesperson	Chart of submitted, accepted, or rejected quotes.
Quote Listing	Submitted quotes and their status.
Quote Summary	Detailed quote information.
Quote Award Rate	Percentage of awarded quotes.
Salesperson Quote Summary	Quote summaries per salesperson.

Orders

Orders reports provide all information related to Orders in your Fast-Weigh. These reports contain pricing information as it relates to each order.

Report Name	Run To Review...
Adjustment Date Expiration Summary	Product price/surcharge adjustments expiration dates.
Job Requisitions Phase Progress	Progress per job phase.
Job Requisitions Ticket Detail	Ticket details per job.
Order Activity Detail	Activity and totals per order.
Order Listing	Orders per Region/Location.
Order Listing - Price Adjustments	Product price adjustments per order.
Order Price Sheet	Order prices after selected creation date.
Order Product Expiration Review	Order product activated and expiration dates.
Order Quantity Progress	Order quantity delivered or remaining.
Order Summary	Condensed order information with totals.
Price Update Review	Color coded price adjustments vs original price.
Product Pricing Variation	Difference between order and default prices.
Salesperson Order Summary	Condensed order information by salesperson.

Trucks

Trucks Reports provide information about Trucks and Haulers associated with your organization. These reports including pricing, payment, and production information, as well as the assignments for products or orders, license and certificate expiration dates, and tare history.

Report Name	Run To Review...
Freight Report	Freight amount per truck.
Hauler and Freight Margins	Price margin averages between hauler and freight rates.
Hauler and Truck Listing	Hauler and Truck breakdown.
Hauler Pay	Detailed hauler pay rate by material units.
Hauler Pay Statement Detail	Hauler Pay Statement information.
Hauler Pay Statement Summary	Hauler statements, averages, and payment totals.
Loader Times	Time averages based on Loader ID.
Load-Out Summary	Condensed Load-Out information.
Load-Out Ticket Detail	Condensed Load-Out ticket information.
Pre-Hauler Pay Pricing Verification	Pricing associated per product haul rate.
Truck Assignment	Assignment breakdown per order, product, and customer.
Truck Expiration Review	License and insurance pending and defined expiration dates.
Truck Overdue Tares	Tare information by location and last tare date.
Truck Production Detail	Truck productivity and material costs.
Truck Production Summary	Condensed truck productivity and material costs.
Truck Tare History	Truck tare date, location, and weights
Trucker Statement	Truck productivity and pay rates per hauler.

Dispatching

Dispatching reports provide information generated with the Dispatching module. These reports relate to order requests and dispatches, and include pricing information.

Report Name	Run To Review...
Dispatching Truck Listing	Breakdown of active or inactive trucks for dispatching.
Driver Timesheet	Time stamps per truck actions and total hours.
Request Detail	Breakdown of requests made per order and hauler.
Request Fulfillment Detail	Breakdown of request fulfillment and material costs.
Request Listing	Condensed requests information and statuses.
Request Product Pricing Listing	Breakdown of requests with product pricing.
Request Summary	Total amounts of requests; Open, Closed, On Hold.
Truck Dispatch Detail	Dispatched and requested truck breakdown.

Billing

These reports relate to all Billing generated in Fast-Weigh in relation to your organization. These reports provide pricing information, and can sometimes display this information between customers.

Report Name	Run To Review...
Cash Sale Detail	Ticket detail with pricing on cash sales.
Invoice Detail	Invoice information across statuses
Invoice Distribution	Invoice and Batch export, email, and print information.
Invoice Reprint	Reprints of invoices based on status.
Invoice Summary	Pricing totals from invoices and batches.
Payment Type Detail	Ticket pricing information based on payment terms.
Pre-Billing Pricing Verification	Prices per product prior to batching or invoicing.
Pre-Billing Pricing Verification - Adjustments	Prices per product with adjustments prior to batching or invoicing.
Pre-Billing Pricing Verification - Surcharge	Prices per product with surcharges prior to batching or invoicing.
Price Adjustment Summary	Available Price Adjustments, total tickets, material, and cost values of adjustments.
Royalties External Review	Royalties rate and totals per material and quantity.
Royalties Internal Review	Internal review of net profit after costs.
Sales Tax Summary	Tax information per tax code and affected materials

Accounts Receivable

Reports in this category provide additional information outside of our standard Billing reports when using the Accounts Receivable module.

Report Name	Run To Review...
Aging Detail	Unpaid customer invoices by how long they have been outstanding.
Aging Summary	Unpaid customer invoices by how long they have been outstanding.
Customer Credit Listing	List of all customers and billing with credit status and balances.
Historical Aging Detail	Lists each client's outstanding balance during a set period of time.
History Aging Summary	Breaks out by date interval for the invoice balance due or overdue.
Invoice Fee Summary	Fees applied to invoices and the invoice status.
Payment Detail	Invoice payments made, the payment method, and amounts applied to credit or payment total.
Payment Detail Summary	Payment information by date, customer, payment method and totals applied to credit and balance.
Payment Ticket Detail	Payment total by total tickets based on payment date.
Receipt Reprint	Receipt reprints broken up by customer per Region.
Statement Reprint	Collected Invoices and totals per Customer.
Statement Summary	Statement totals and payments made.
Statement Ticket Detail	Invoice breakdown by ticket and payments made.

Resources

Resources reports provide information that has been added or otherwise managed by your Fast-Weigh, such as your customers, products, and inventory usage.

Report Name	Run To Review...
Adjustment Expiration Listing	Adjustments descriptions, rates, and active dates.
Customer Contact Listing	All customer contact info, and if they are selected for aspects of Fast-Weigh (Invoice via email/text).
Customer Export - Excel	Customer listing formatted for Excel exporting.
Customer Listing	Customer contact information, order totals, and status.
Customer Listing - Recently Added	Customer contact information after a selected date.
Customer Mailing Labels	Mailing labels populated from customer contact information.
Customer Notes Listing	Notes entered on customers.
Global Product List	Product code, description, and category for all products.
Inventory Management by Date	Inventory per location by set, received, and sent amounts.
Inventory Usage	Inventory usage from the set quantity date to the entered range.
Inventory Usage by Date	Inventory usage between an entered date range.
Product Pricing Templates Listing	Pricing Templates and the associated pricing levels.
Proposed Product Pricing Review	Compare Pricing Template price defaults and the Proposed Pricing.
Stonemont QC Plant Export	Shipped and load count by location.
Stonemont QC Product Export	Shipped and load count by product.
Tax Code Listing	Shows Tax Codes and can be broken done by Tax Code Groups.
Terms Listing	All billing terms listed.

Production

Reports run in the Production Category contain information found in other categories, but most have all pricing information removed. This category is useful for customers or suppliers that request or require material totals, ticket amounts, or product usages for their organizations.

Report Name	Run To Review...
Cash Sale Detail	Provides material pricing on cash sales with ticket information.
Customer Contact Listing	All customer contact information.
Order Summary	Orders, customers, ticket count, quantity, and last haul date.
Product Listing	All products with their product code, categories, and assigned yards.
Product Usage	Product usage during a set range from locations.
Ticket Detail	Ticket details without material costs.
Ticket Note Detail	Ticket details include note without material costs.
Ticket Reprint	Ticket reprints by ticket report type.
Ticket Reprint - Multi Product	Ticket reprints by multi-product ticket report type.
Ticket Summary	Total tickets by date, order, number of products, and includes quantity of materials.
Truck Production Detail	Ticket, order, product, and quantity by truck.
Truck Production Summary	Ticket, order and material quantity by truck.

Audit

Audit reports generate from the Audit Log. These reports will show changes to the " - Item" listing, the users who made them, and when. For example, the "Audit - Products" report will provide any changes within the selected date to the products available in Fast-Weigh.

Report Name	Run To Review...
Audit - Billing	Batch/invoice related information.
Audit - Cost Types	Creation or changes made to cost types.
Audit - Customers	Addition, edit, or removal of customer information.
Audit - Devices	Addition, edit, or removal of devices, or device information.
Audit - Hauler Pay	Created or cleared hauler pay and associated batch.
Audit - Haulers	Addition, edit, or removal of haulers or hauler information.
Audit - Orders	Addition, edit, or removal of orders or order information.
Audit - Products	Addition, edit, or removal of products or product information.
Audit - Quotes	Addition, edit, or removal of quotes or quote information.
Audit - Trucks	Addition, edit, or removal of trucks or truck information.
Event Log - Billing Batches (Deprecated)	This report is deprecated and does not provide current information.
Event Log - Hauler Pay (Deprecated)	This report is deprecated and does not provide current information.
Event Log - Orders & Quotes (Deprecated)	This report is deprecated and does not provide current information.
Invoice Rebill Review	Credit/Rebill summary with invoice and order information.
Manual Ticket Entry Listing	Manual ticket entry and ticket info summary.
Manual Weight Ticket Listing	Manual ticket weights and ticket info summary.
Order Review Required	Orders marked with the "Review Required" check box.
Re-Billing Pricing Verification	Prices on re-billed invoices and tickets.
Ticket Date Audit	The time between tickets on trucks and orders.
Ticket Revision Log	Revised tickets and the notes attached.

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Scheduled Reports

Scheduled Reports differ from our Default Reports in that they are delivered via email after a one-time setup. Of course, this information can be edited at anytime as needed. The information provided by the Scheduled Reports are looking for a specific period of data, whereas Default Reports are malleable and allow for parameters to be included or excluded.

Standard - Internal

Report Name	Run To Review...
Adjustment Date Expiration Summary	Adjustments descriptions, rates, and active dates.
AR Aging Summary by Location	Unpaid customer invoices by how long they have been outstanding by location.
Customer Order Detail	Customer specific Orders with products.
Customer Order Summary	Customer specific Orders.
Customer Order Summary by Location	Customer specific orders per Region/Location.
Freight Report	Freight amount per truck.
Hauler Pay Detail	Detailed hauler pay rate by material units.
Hauler Pay Summary	Hauler statements, averages, and payment totals.
Inventory Usage by Date	Inventory usage between an entered date range.
Invoice Rebill Review	Rebilled invoices and tickets.
New Order-Product Listing	New products listed on existing orders
Order Quantity Progress by Customer and Order	Current progress and remaining quantity of an order quantity being met.
Pre-Billing Pricing Verification Detail	Prices per product prior to batching or invoicing.
Pre-Billing Pricing Verification Summary	Prices per product prior to batching or invoicing.
Product Usage Summary	Product usage details with pricing.
Product Usage Summary (No Pricing)	Product usage details without.
Product Usage Summary by Customer	Product usage details by customer with pricing.
Product Usage Summary by Customer (No Pricing)	Product usage details by customer without pricing.
Quote Summary by Salesperson and Customer	Quotes submitted, accepted, or rejected by Salesperson and Customer.
Request Ticket Transaction Detail	Request generated ticket details.
Ticket Summary by Salesperson	Tickets with associated salespeople.
Ticket Transaction Detail	Ticket details with material amounts.
Ticket Transaction Detail (with Prices)	Ticket details with material and prices.
Voided Ticket Transaction Detail	Voided ticket details with material amounts.

Standard - Customer

Scheduled reports are also available for Customers and Haulers and can be helpful to provide production information should that be requested.

Report Name	Run To Review...
Load Out Report
Order Quantity Progress by Order	Order quantity progress and remaining quantities.
Product Usage Summary by Order	Products per order.
Request Ticket Transaction Detail	Request generated ticket details.
Ticket Transaction Detail	Ticket details with material amounts.
Ticket Transaction Detail (no Voids)	Ticket details with material amounts without Voided tickets.
Ticket Transaction Detail (with Prices)	Ticket details with material amounts without pricing.
Ticket Transaction Detail by Order	Ticket details by order.
Ticket Transaction Detail by Product	Ticket details by product.

Standard - Hauler

Report Name	Run If You…
Production Detail by Truck	Truck productivity and material amounts.
Production Detail by Truck (with Pricing)	Truck productivity and material amounts with pricing.
Request Ticket Transaction Detail	Request generated ticket details.
Ticket Transaction Detail	Ticket details with material amounts.