Service Manager
Site Reports
Sales > Managing Sites > Site Reports

From the options menu several reports can be accessed for the selected site. The below table details each reports purpose.

 

Report Purpose
Active Items Shows the site details along with details of any active items
Items On Hold Shows the agreements and items that have a delivery on hold
View All Agreements Combines of the sites agreements onto a single report.
Agreements Summary Details how the yearly total value is calculated. It details every agreement and items for the selected site
Agreements Detailed As above with the placements shown for each item
Site Totals

Shows the active agreements for the site with their yearly totals

Costs - Detailed Shows the breakdown of costs for each agreement item. See Understanding Costs
Costs - Detailed - By Rep As above but broken down by sales rep
Schedule - Detailed Shows the detailed delivery schedule for the selected site using the date ranges entered
Schedule - Summary As above but in summary format
Waste Transfer See Managing Waste Transfers