Reports

Reports

What this is for — the reports the office used to keep by hand: the daily trip tracker, how many calls come in and what happens to them, and where the work comes from.

Where to find it

Left menu → Business → Reports. Three tabs: Daily trip tracker, Calls, and Referral sources. All follow the Sacramento / Fresno switch.

Daily trip tracker

Pick the month with the Month box at the top right.

The four cards

• Completed this month — trips finished.
• Scheduled (upcoming) — trips still on the books for that month.
• Completion rate — completed trips as a share of completed plus cancelled.
• Cancelled / turn-down — the two added together.

The daily chart

Daily trend — scheduled vs completed, one pair of bars per day:

• Gold — on the schedule (completed plus still scheduled).
• Green — completed.

Hover a bar for the day and the count.

Day by day

How "New" is counted. New OW and New RT are counted on the day the order was taken — the day the dispatcher booked it — whatever day the trip itself is on and whatever happened to it afterwards. A trip booked on Monday for next Wednesday counts on Monday; a trip booked and completed the same day still counts. A round trip is one New RT, not two. This matches the old paper tracker. (Finish, Gurney and Cancelled are counted on the day of the trip.)

Turn-downs come from two places: trips marked turn-down, and calls logged in the call log with the outcome Turn-down. Both are counted on their own date.

Filtering and sorting

• The dropdown above the table: All days, Only days with turn-downs, Only days with cancellations.
• Click any column heading to sort by it. Click again to flip the direction.

Calls

How many calls come in and what happens to them — a Phase 1 report that had never been built. The numbers here come only from calls actually logged — either through Log a call on the booking form, or a call that was booked straight through as a trip. A call nobody logged doesn't count.

Pick the month with the Month box at the top right — the same one the trip tracker uses.

The four cards

• Calls this month — every call logged, with the same month a year earlier for comparison underneath, when there's anything that far back to compare to.
• Booked — calls that turned into a trip.
• Turn-downs — calls you had to refuse.
• Still waiting on a callback — calls marked Pending or Needs info that haven't been resolved yet, whenever they were logged this month.

Day by day / week by week

A Day view / Week view switch above the table. Columns:

Click any column heading to sort by it. Click again to flip the direction.

By dispatcher

Name, Calls, Booked, Turn-downs, and Booked % for whoever took each call. A row named Not recorded means the call was logged before dispatcher tracking existed on the call log — there's no name to show for it, not a bug.

Referral sources

Where your work comes from, over time.

Steps — trips from one referral source over a period (e.g. the last 6 months)

1. Left menu → Business → Reports.
2. Click the Referral sources tab.
3. Use the period dropdown at the top right and pick Last 3 months, Last 6 months, or Last 12 months.
4. Find the source's row in the table at the bottom and read its total column — that is its trip count for the period you picked. (Use the Sort: most trips, Sort: busiest last month, or Sort: name A–Z dropdown next to the period one to find it faster.)

The period and sort pickers above are plain dropdown boxes, not buttons — see What the period and sort controls do below.

What the period and sort controls do

• Last 3 months / Last 6 months / Last 12 months.
• Sort: most trips / Sort: busiest last month / Sort: name A–Z.

What the three cards show

• Trips from referrals for the period.
• Top source — the biggest, with its share of volume.
• Active sources — how many are sending you trips at all.

What the table shows

Source, a small trend line across the period, the period total, and the share of all referral trips with a bar.

Good to know

• A source appears here once trips are booked against it. Sources come from the Refer by / source box on the booking form, plus facilities with Counts as a referral source ticked.
• If a booking leaves the source blank, the trip is credited to the broker, or to the pickup facility if there is no broker.
• Deleting a source from the booking dropdown does not remove it from this report — past trips keep the source they were booked with.
• The month picker will not go past the current month.
• Reports are open to Executive, Billing and Dispatcher accounts. Intake accounts cannot see this page.
• The Calls report only counts calls that were logged. A call that was booked without ever going through Log a call first still counts as a call — booking straight through logs it the same as logging one does.

If something looks wrong

• A day is missing from the table — no trips and no calls on that date, so there is no row. Check the filter dropdown too.
• Every dispatcher shows as "Not recorded" on the Calls tab — that's not a bug if you're looking at a month before dispatcher tracking was added to the call log; older calls simply have nobody attached.
• "New" numbers look wrong for the day you booked — see the note above: New is counted on the day the order was taken, not the day of the trip. Ten rides booked today for next week show as ten New today.
• The month looks empty — check the Sacramento / Fresno switch and the Month box.
• A source has no trips — nobody has booked against it in the period you picked. Try Last 12 months.
• A completed round trip looks like two trips — Finish RT counts legs, so each leg of a round trip counts there; New RT counts the order once.