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How To Use Search Jobs To Generate Reports
How To Use Search Jobs To Generate Reports
Fin avatar
Written by Fin
Updated over 3 months ago

By using the various search criteria, you can get information such as the number of jobs per driver/vehicle, jobs under a particular job status, jobs for a particular customer (deliveries, collections or both) or jobs created over a period amount of time.

The default search conditions are:

  1. Detrack Job Type (Delivery or Collection)

  2. D.O. No.

  3. Date (Date range)

  4. Start Date (Date range)

  5. Job Time

  6. Time Window

  7. Tracking No.

  8. Address

  9. Deliver To / Collection From

  10. Open to Marketplace

  11. Order No.

  12. Job Type

  13. Group (drop-down list of groups)

  14. Run No.

  15. Account No.

  16. Invoice No.

  17. Assign To (drop-down list of vehicles/driver)

  18. Zone

  19. Job Status (drop-down list job statuses)

  20. Reason (list of reasons for failed deliveries and collections)

  21. Item Reject Reason (list of reasons for item rejection under delivery and collection)

  22. Serial No.

  23. SKU

  24. Item Description

  25. Item Serial No.

  26. Item P.O. No.

  27. Item Batch No.

  28. Source

  29. Department

The search criteria shown and the names of these search criteria displayed will be based on your customized field settings located in Settings > Job > Fields.

For example, you can filter the results of Delivery or Collection by using the Detrack Job Type search critieria.

After you have entered the search criteria, click Search to display the results on the dashboard.

To create a report, enter the search criteria, select the Export Options you wish to enable, press Export and select either Excel or CSV.

Default Dashboard Field Name

API Field Name

Data Type

Search Type

Account Number

account_number

String

Whole

Address

address

String

Partial

Customer

customer

String

Prefix

Date

date

Date

Range

Department

department

String

Partial

Invoice Number

invoice_number

String

Whole

Job Type

job_type

String

Partial

Deliver To Collect From

deliver_to_collect_from

String

Partial

Order Number

order_number

String

Whole

Run Number

run_number

String

Whole

Reason

reason

String

Whole

Start Date

start_date

Date

Range

Serial Number

serial_number

String

Whole

Source

source

String

Partial

Job Time

job_time

String

Prefix

Time Window

time_window

String

Whole

Tracking Number

tracking_no

String

Whole

Zone

zone

String

Whole

Default Dashboard Field Name

API Field Name

Data Type

Search Type

SKU

sku

String

Whole

Item P.O. No.

purchase_order_number

String

Whole

Item Batch No.

batch_number

String

Whole

Item Description

description

String

Partial

Item Serial No.

serial_numbers

String

Whole

Example data: “Pineapples and oranges”

Search Type

Description

Search Example

Partial

Search matches any of the word/s in the “Example data”.

oranges

Prefix

Search of the prefix (starting characters) in the “Example data”.

pine

Range

Range of values (Applicable only to date related fields).

Whole

Search must fully match the “Example data”.

Pineapples and oranges

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