Driver Commission Report

Menu Path: Customer Service Images\bluerarw.gif Order Options Images\bluerarw.gif Driver Reconciliation and Commission Images\bluerarw.gif Driver Commission Report

Purpose

Output a report of driver commissions.

Overview

Use Driver Commission Report to create a report of all delivery commissions calculated on fully reconciled deliveries. You can output a detail or summary version of the report. The detail version includes commission details, stops, and pickups for each delivery.

You can also filter the report to include driver commissions for all, a single, or a range of delivery dates, delivery confirmation numbers, drivers, and/or routes.

Outputting the Report

To output the Driver Commission Report:

  1. Enter a location prefix or name for which to include driver commissions on the report.

  2. Select filter criteria for the driver commissions you want to include on the report.

  3. Select whether to output the summary or detail version of the report.

  4. Click the Print Options tab.

  5. Select a report output option and processing option.

  6. Click the Print button in the ribbon to output the report.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Driver Commission Report window.

Print

Click this button to display, output, email, or print the report.

Select Tab Fields and Buttons

Field or Button

Description

Location Prefix

Enter a location prefix or name for which to include driver commissions on the report, or click one of the Lookup buttons to select a location prefix or name.

All Delivery Dates

Select this check box to include driver commissions for all delivery dates on the report. This check box is selected by default.

From (Delivery Date)

Enter a delivery date for which to include driver commissions on the report, or click the drop-down arrow to select a delivery date. If you want to include driver commissions for a range of delivery dates, enter the first date in the range. This field is only enabled if you clear the All Delivery Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.

To (Delivery Date)

Enter the last delivery date in a range of delivery dates for which to include driver commissions on the report, or click the drop-down arrow to select a delivery date. If you want to include driver commissions for a single delivery date, leave this field blank. This field is only enabled if you clear the All Delivery Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.

All Delivery Confirmation Numbers

Select this check box to include driver commissions for all delivery confirmation numbers on the report. This check box is selected by default.

From (Delivery Confirmation Number)

Enter a delivery confirmation number for which to include driver commissions on the report, or click the Lookup button to select a delivery confirmation number. If you want to include driver commissions for a range of delivery confirmation numbers, enter the first number in the range. This field is only enabled if the All Delivery Confirmation Numbers check box is cleared.

To (Delivery Confirmation Number)

Enter the last delivery confirmation number in a range of delivery confirmation numbers for which to include driver commissions on the report, or click the Lookup button to select a delivery confirmation number. If you want to include driver commissions for a single delivery confirmation number, leave this field blank. This field is only enabled if the All Delivery Confirmation Numbers check box is cleared.

All Drivers

Select this check box to include driver commissions for all drivers on the report. This check box is selected by default.

From (Driver)

Enter a driver for which to include driver commissions on the report, or click the Lookup button to select a driver. If you want to include driver commissions for a range of drivers, enter the first driver in the range. This field is only enabled if the All Drivers check box is cleared.

To (Driver)

Enter the last driver in a range of drivers for which to include driver commissions on the report, or click the Lookup button to select a driver. If you want to include driver commissions for a single driver, leave this field blank. This field is only enabled if the All Drivers check box is cleared.

All Routes

Select this check box to include driver commissions for all routes on the report. This check box is selected by default.

From (Route)

Enter a route for which to include driver commissions on the report, or click the Lookup button to select a route. If you want to include driver commissions for a range of routes, enter the first route in the range. This field is only enabled if the All Routes check box is cleared.

To (Route)

Enter the last route in a range of routes for which to include driver commissions on the report, or click the Lookup button to select a route. If you want to include driver commissions for a single route, leave this field blank. This field is only enabled if the All Routes check box is cleared.

Display Options

Select whether to include summary or detail information for driver commissions on the report.

Print Options Tab Fields and Buttons

Field or Button

Description

Output Option

Select one of the following output options:

  • Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant.

  • File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name.

  • Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field.

  • Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file.

  • Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.

Save Report File

Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.

Save Access Database File

Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.

Output File Type

Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.

Specify File Name

Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.

Output Directory

Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.

Output File Name

Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.

Excel Format Name

Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.

Format Maintenance

Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.

Save As Type

Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.

Include header

Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.

Delimiter

Enter a comma (,), caret (^), or vertical bar (|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.

Enclosing Character

If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.

Printer

Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.

Subject

Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.

Report File Prefix

Enter a prefix for the report file name. This field is only available if you select the Email radio button.

Add Additional Comments

Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.

Print Full Heading on All Pages

Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.

Print Title Line on All Pages

Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.

Report Language 1

Enter the first language for the report, or click the Lookup button to select a language.

Report Language 2

Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.

Horizontal Shading

Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.

Collate

Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field.

Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.

Horizontal Shading Color

Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.

Number of Copies

Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.

Process

Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance.

Note If you select the Schedule radio button, you cannot output to the screen.

Time

Enter the time to output or process, and select AM or PM.

These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Date

Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Task Occurs

Select one of the following options:

  • Once - Output or process at a specified date and time.

  • Every - Output or process on a recurring basis. You can select to output/process at a specific time:

    • every week on specified days

    • after a specified number of days

    • on the first or last day of each month

    • after a specified number of minutes

  • After - Output/process after a specified task is completed.

These radio buttons are only enabled if you select the Schedule radio button.

Frequency

Select one of the following:

  • Day of Week - Output or process every week on the selected days.

  • Days - Output or process after a specified number of days, starting on a specified date.

  • Month - Output or process on the first or last day of each month, starting on a specified date.

  • Time - Output or process after a specified number of minutes, starting on a specified date.

These radio buttons are only available if you select the Every radio button.

Day of Week

Select the day(s) of the week to output or process.

These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.

Repeat Every X Days

Enter a number of days after which to output or process. This field is only available if you select the Days radio button.

Repeat On

Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.

Repeat Every X Minutes

Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.

Triggering Task Id

Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.

Triggering Task Name

This field displays the name of the triggering task. This field is only available if the After radio button is selected.

Triggering Task Description

This field displays the description of the triggering task. This field is only available if the After radio button is selected.

Task Description

Enter a description of the task. This can help users understand the purpose of a recurring task.

Scheduling Assistant Queue

Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.

External Email

Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.

Screen Alert

Select this check box to display an alert when the task is completed.

Internal Email

Select this check box to send an internal Apprise email when the task is completed.

Report Files

This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:

  • Print - Select the check box in this column to output the report file.

  • Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button.

  • Report Description - This column displays the description of each report file.

  • Report Filename - This column displays the .rpt file name for each report file.

  • Report Name - This column displays the name of each report file.