How to create a performance summary by customer number report in Intelligence 360
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.
2. Open the Create new report button.
3. Select Create in the "Performance summary: by customer number" box. You can preview the report before you create it.
4. Enter the Start and End date of the time period* you want your report to cover.
5. Pick the Customer number(s) whose data you want in the report.
6. Choose a Destination location – you can only generate a report for one destination choice at a time. Press the Continue button.
7. Pick the shipping Service type(s) whose data you want to see.
8. Enter a Report title, Email address and format to download.
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 timeframe 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.
Delivery early is the volume and associated percentage of items delivered before the delivery standard.
Delivery on time is the volume and associated percentage of items delivered the same day as the delivery standard.
Total on time is 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 is the sum and associated percentage of items delivered 1, 2 and 3 or more days after the delivery standard.