How to create a performance summary report: by customer number

This report shows you delivery performance for items summarized by customer numbers.

Use the following steps to create a report:

  1. Pick My reports in your menu bar.

    Intelligence 360 navigation menu with “My reports” option highlighted.

  2. Open the Create new report button.

    Intelligence 360 menu with “Create new report” button highlighted.

  3. Select Create in the “Performance summary: by customer number” box. You can preview the report before you create it.

    Intelligence 360 “Create new report” menu with “Performance summary: by customer number” option highlighted.

  4. Enter the Start and End date of the time period* you want your report to cover.

    Intelligence 360 time period selection.

    *You can access information as far back as 2 years. But you can't pull up information prior to the time you set up Intelligence 360.

  5. Pick the Customer number(s) whose data you want in the report. "Select all" customer numbers is the default.

    Intelligence 360 “Customer numbers” drop down list.

  6. Choose a Destination location – you can only generate a report for one destination choice at a time. Press the Continue button.

    Intelligence 360 “Destination” menu options.

  7. Pick the shipping Service type(s) whose data you want to see.

    Intelligence 360 “Service types” drop down list.

  8. Enter a Report title, Email address and format to download.

    Intelligence 360 menu with fields for a report title, email address and download format fields highlighted.

You can schedule a report to run on a recurring time frame, or generate a report immediately.

Once a report is generated, you can:

  • Download it
  • Add it to your favourites (up to 5 are allowed)
  • Edit it
  • Schedule, email and save as a template

How delivery performance is calculated within performance summary reports

Intelligence 360 checks for an electronic manifest scan AND a delivered or a stop-the-clock scan (for example an attempted delivery scan) within the report time frame that you have selected.

If these 2 scans exist, then the item will be included in delivery performance calculations.

Intelligence 360 then compares the delivered or stop-the-clock scan to the delivery standard.

Key definitions

Description Term Definition
Delivery early The volume and associated percentage of items delivered before the delivery standard.
Delivery on time The volume and associated percentage of items delivered the same day as the delivery standard.
Total on time The sum and associated percentage of items delivered before and on the same day as the delivery standard.
Delivered 1 day late The volume and associated percentage of items delivered 1 day after the delivery standard.
Delivered 2 days late The volume and associated percentage of items delivered 2 days after the delivery standard.
Delivered 3+ days late The volume and associated percentage of items delivered 3 or more days after the delivery standard.
Total late The sum and associated percentage of items delivered 1, 2 and 3 or more days after the delivery standard.