Dispatch Science Default Reports

Modified on Tue, 20 May at 11:06 AM

Below is a list of all 'Default Reports' that can be added to any tenant.

The following reports are standardised, meaning that based on the complexity of a tenant's configuration, it may require to be customized.

If any of the following report is of interest to you, please open a ticket through our support portal: https://dispatchscience.freshdesk.com/support/tickets/new > Make a Request > New Report.

Report Name	High-Level Description
A/R Aging Detail	Detailed view of accounts receivable, showing outstanding balances by invoice and age bucket (e.g., 0-30 days, 31-60 days).
A/R Aging Detail (CSV)	Same as above, exported in CSV format for external analysis or reconciliation.
A/R Aging Detail by Customer	Breaks down receivables by customer, highlighting overdue invoices and aging buckets per customer.
A/R Aging Smmary (Display Unapplied)	Summarized view of receivables, including unapplied payments or credits.
A/R Aging Summary	Summary-level report of all customer receivables categorized by aging periods.
Account Sales with Item count	Sales report per account, including number of items or deliveries fulfilled.
Account Statement with Aging	Combines account balances with invoice aging, useful for credit control and collections.
Account Transactions	List of financial transactions per account, including invoices, payments, and adjustments.
Account Transactions with Date Range	Same as above, with a 'Date Range' filter.
Account User	Displays users associated with each customer account, typically for contact or permissions management.
Adjustment	Shows manual financial adjustments made to customer balances or invoices.
Aged Account Statement	Combines customer statement with aging data for past due invoices.
All Certifications	Lists driver or vehicle certifications (e.g., insurance, training) required for compliance.
All Documents	Centralized list of uploaded or system-generated documents (e.g., invoices, BOLs, proofs of delivery).
Auto-Dispatched Orders	Orders automatically assigned to drivers via dispatch algorithm.
Barcode Label	Printable barcode for parcel/package tracking.
Barcode Label 4x6	Shipping label in 4x6 format, optimized for thermal printers.
Barcode Label with Pickup and Delivery Windows	Label includes scheduled pickup/delivery time windows for time-sensitive shipments.
Batch Transactions	Summary of grouped financial transactions, useful for bulk reconciliation or accounting exports.
Comma Separated Order List	Export of orders in CSV format, for reporting or import into other systems.
Customer Contact	List of contact persons for each customer account.
Customer User	Overview of user accounts under customer organizations, with access roles and permissions.
Daily Cancelled Orders	Log of all orders cancelled each day, including reasons and timestamps.
Daily Orders	Summary of all orders created, scheduled, or fulfilled daily.
Default Credit Note	Template or record of issued credit notes for order corrections or refunds.
Default Debit Note	Record of debit notes issued to customers for additional charges.
Default Invoice Report	Standard customer invoice format showing charges, taxes, and payment status.
Default Invoice Report Grouped Ref 1	Invoice reports grouped by custom reference field 1.
Default Invoice Report Grouped Ref 2	Invoice reports grouped by custom reference field 2.
Default Invoice Report Grouped Ref 3	Invoice reports grouped by custom reference field 3.
Delivered Orders	Complete list of successfully delivered orders with timestamps and status.
Delivered Orders by Accounts	Deliveries filtered by customer accounts, useful for account performance reviews.
Delivered Orders by Driver	Shows how many deliveries each driver completed, with delivery metrics.
Delivered Orders by Driver by Day	Daily breakdown of deliveries per driver, useful for shift or performance tracking.
Delivery Analytics	Metrics and KPIs around deliveries: on-time rate, average delivery time, failed attempts, etc.
Détails Commande (Français)	French version of the order details report.
Driver App Versions	List of app versions used by drivers, for monitoring software updates and compatibility.
Driver Settlement	Payment breakdown for drivers based on deliveries completed, tips, bonuses, and other factors.
Driver Settlement (exclude orders at 0$)	Same as above, excluding unpaid or zero-value orders.
Driver Settlement Summary	High-level view of driver settlements across a period.
Driver Settlement with Extra Details	Includes detailed data like extra charges, waiting times, and distance-based payouts.
Driver Settlement Without 0$ Orders	Variant of settlement report excluding zero-dollar entries for clarity.
Extra Fee Report	Tracks extra fees charged (e.g., waiting time, failed delivery attempts, tolls).
GL Detail	General Ledger detail report with individual accounting entries, for finance teams.
GL Summary	Summarized General Ledger totals per account or category.
Invoice Export	Bulk export of invoices for use in accounting platforms.
Journal Sales	Detailed sales journal with line-by-line entries for accounting.
Manifest	Driver or route-level document listing all parcels for a trip.
On Duty Drivers By Period	Shows which drivers were active or logged in during specific timeframes.
On Time Performance	Delivery punctuality metrics: % of orders delivered within scheduled windows.
Order Details	Full breakdown of individual order information, including sender/receiver, times, and charges.
Order Details w/o Price	Same as above but omits pricing, for operational or customer-facing views.
Order Export Report	Bulk export of orders for analysis or third-party sharing.
Order Export With Driver Pay Export	Same as above, but combines order data with driver compensation details.
QB Export - General Journal	Export formatted for import into QuickBooks General Journal.
Rapport GPS Commande Parent	GPS tracking and route report for parent (main) orders, likely for multi-leg deliveries.
Reconciliation	Matches deliveries with payments to ensure financial accuracy.
Report List Ids	Internal report identifiers, often for developer or system admin use.
Sales Commissions	Calculates commissions for sales or account managers based on client activity.
Settlements Export	Export of settlement reports for financial or payroll processing.
Simple BOL	Basic Bill of Lading document for shipping compliance.
Statement	Customer account statement showing invoices, payments, and balance.
Statement with Transaction details	Adds granular transaction history to the standard account statement.
Today's Orders	Snapshot of all orders scheduled or completed for the current day.
Unapplied Cash with A/R Aging Summary	Highlights payments received but not matched to invoices, alongside aging data.
Working Hours	Logged driver working hours, useful for labor compliance and payroll.