Running Reports

Our reporting tool allows you to pull production reports across a variety of of preset categories. Selecting the primary and subcategories will allow you to select the parameters listed on the right of the screen, providing granular control of the information presented. Clicking Refresh will return the requested information.

Scheduled Reports

Scheduled Reports allows you to automatically generate and deliver a variety of reports for internal staff, customers, and haulers at intervals you set. Scheduled Reports can be sent to any valid email address, not just portal users. This provides a simple solution to acquire requested information at a time that is convenient to you instead of manually running them. For example, requesting all Voided Ticket Transactions at the close of business, or the Hauler Pay Summary at the end of the month.

Custom reports can also be generated with the Scheduled Reports module. If you do not see your Custom report, or would like to request a Custom report, please reach out to our Support team.

Analytics

Analytics provides a visual insight to your organizations data with easily digestible charts and reports for categories like sales, trucks, customers, products, and more.

Custom Reports

Custom reports are available if a Default Report does not contain the information available from your organizations data. This can be anything from including or removing a surcharge price, discount or credit, or providing a daily report of trucks and orders.

Though we offer a large number of default reports, ticket formats, invoice formats, quote formats, and hauler pay formats, we understand that some customers need highly customized reports to fit their operations.

Customized Reports

If your company needs to be able to view reporting information that cannot be generated using a default report, our reporting team can work with you to modify an existing report or create a brand new report to fit your needs. We can customize almost every aspect of our reports to make sure you get the information you need from your Fast-Weigh suite.

Additionally, we can modify or create reports to be used as . These work a bit differently than regular reports (since they do not use standard reporting parameters), so a custom report will require additional work by our team to copy over as a Scheduled Report.

Customized Tickets

We understand that your company may need scale tickets to reflect information specific to your business, so we offer the ability to use a customized ticket format. A customized scale ticket can be formatted to show additional information pulled from the Web Portal or hard-coded directly onto the ticket or to hide information that is not necessary for your business.

Customized Quotes/Invoices/Hauler Pay Statements

Our quotes, invoices, and hauler pay statements can also be completely customized. While our default formats display relevant information with a simple design, we can modify these formats to suit your needs. We are also able to make changes to the information that is shown on these reports, though we recommend keeping the costing information relatively close to the default formats.

Utilizing Microsoft Power BI, our Analytics module contains the most powerful reporting tool used by Fast-Weigh, providing you with organizational data pulled from each module enabled with your Fast-Weigh account.

Each module allows you to review a variety of metric data generated by your organization. Some of these useful reports include Quotes Won, Product Usage, and Orders by Customer.

Using Analytics, you have more control over the data requested and how this information is relayed using pre-built charts and graphs. Each Category has its own submenu at the base of the main window. This allows you to segregate the information by fixed parameters without needing to filter further. However, each menu does offer it's own filters, allowing more granular control over the requested information.

In the above image, we're using the Billing and Sales category, and have the Sales by Customer submenu selected. On the right section of this screen we have the option of filtering further to display information specific to this submenu. Each listing in the table to the left can also be collapsed to removing any unnecessary information.

Exporting from Analytics

Once you have your desired information available or narrowed down, you can export this various aspects of your data. Clicking the More Options will allow a handful of additional sorting features, as well as the option to Export.

Exporting between selections will vary. Some tables will be available as they are displayed, some as a summary, and others as the Underlying data. Exports can be made in both .csv and .xlsx file types.

If there is a specific section of data you with to export in a report, you can select "Show as a Table", which will isolate the information as a table and allow you to export only that information.

Scheduled Reporting allows you to automatically generate and deliver a variety of reports for internal staff, customers, and haulers at intervals you set. Scheduled Reports can be sent to any valid email address, not just portal users.

• To get started, navigate to Reporting > Scheduled Reports

• Click on the [+Add Report] button to create a new Scheduled Report.

In the new window, you will be able to select the report type, interval, and the recipients.

• Report Type: Select from the standard list of reports or a custom report.

• Category: Select for Internal, Hauler, or Customer facing reports.

  • Internal: Shows reports that are commonly used to track internal operations

  • Hauler: Shows reports that would be useful to send to your haulers.

  • Customer: Shows reports with information useful to your customers.

• Report: The report that will be run. Please review a list of our default reports available with the report scheduler.

• Scheduled: The time period this report should run between Daily, Weekly, or Monthly.

• Hour: The hour the report will be generated.

• Timezone: The desired timezone. If your organization operates between time zones, running a report before the last close of business will not include that location until the next scheduled time.

• Date Range: The date range the report will reference.

• Customer/Hauler: This is where you set which Customer or Hauler information the report shows (these options will only appear if you set the Category to Customer or Hauler).

• Output Format: The format the report will display when generated between .PDF or Excel.

• Email Addresses: The end user email addresses that will receive these reports. This is not exclusive to your portal users, so emails outside of your organization can be entered here.

• Preview: This will provide a preview of the report to be sent when it is created, allowing you to determine if the selected values or report provides the information needed. Scheduled reports will appear in the table on the when clicking into the Scheduled Reports tab once they are created, and can be edited, deleted, or run at any time.

The Reports tab features our powerful built-in reporting tool. Here, you can run valuable production reports based upon many different criteria. All reports can be exported to Excel, PDF, or CSV for further analysis.

Our reports are broken into a number of categories:

• Tickets: View production totals in detail or summary. These reports can be very valuable for reconciling ticket data.

• Orders: Run order listings and reports associated with orders

• Trucks: Review tickets associated with trucks and truck production

• Billing: Produce invoices, batch summaries, and customer sales summaries.

• Resources: Run listings for the company’s defined resources (Customers, Products, Terms and Tax Codes, etc.).

• Production: View your Ticket and Order information without price breakdowns.

• Audit: View changes to your tickets, orders, quotes, batches, and invoices

• Custom: Any reports created or customized specifically for your company can be found here. Please contact us for any custom reporting requests.

Running Reports

• Choose a category from the drop-down menu.

• Next, choose a report style from the second drop-down menu and load in the report.

Once your desired category and report have been selected, clicking the [Load] button will prepare the report and allow a selection of parameters.

• On the right of the report viewer is a list of parameters you can apply to your report.

  • Fill in all the filter parameters.

    • For some parameters, you can select multiple options.

    • You can alter the way your report groups information with the Group by parameter.

    • You can also alter how some reports display information with the Show by parameter.

• When finished, click [Refresh] button at the top of the parameters list. Your report will load in the report viewer. Be sure to utilize the Reports Tool Bar at the top of the viewer for options to print, export, change parameters, and more!

Reports Tool Bar

The reports tool allows easy navigation, print, export and visibility options.

• Navigate Forward/Backward: Allows you to revisit a previous report run during the same session.

• Stop Rendering: Stops loading the report.

• Refresh: Refreshes the report.

• Page Selections: For larger, multi page reports, page selection allows you to click to view the next or previous page, or jump from beginning to end.

• Print Preview: Presents the page as prepared to print.

• Export: Allows an export of the report data as a .PDF, .CSV, or Rich Text. These are the most common export types, however, Excel 97-2003, TIFF, and Web Archive types are also available.

• Print: Launches your default print window to print the report.

• Send as Email: Send the report directly to email addresses. This will open a new window and allow the selection of the file type to be sent.

• Document Map: Creates a bookmarked table of contents to revisit areas of reports.

• Toggle Parameters: Toggles the parameters panel from shown to hidden, or hidden to shown.

• Zoom: Applies automatic zoom percentages to assist with visibility.

• Toggle Page Size: Adjusts the page between 50%, 75%, and 100%. Double-clicking the report achieves the same effect.

• Search: Opens a search menu to assist with identifying information.

For larger reports, the search feature is the most beneficial, allowing more granular control over the information presented and easy identification of content. The text entered in the search box will display on the report as a highlighted line. The results box will also display each instance where this text appears. Clicking any result listings will jump the selection highlight to that line.

Reports Parameter Menu

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.

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.

Quotes

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

Orders

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

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.

Dispatching

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

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.

Accounts Receivable

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

Resources

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

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.

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.

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

Standard - Customer

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

Standard - Hauler