Orders Reporting – Download CSV Orders Reports And Statistics
Route4Me’s Delivery Management System enables you to easily import, store, manage, and optimize routes with hundreds of thousands of orders. Additionally, you can filter your orders by various attributes and then export them. Furthermore, you can use Route4Me’s order exports for reporting, analytics, statistics, importing into your internal system, and other purposes. In this guide, you can learn how to filter and export orders as a CSV file and the data included into the order export.
First, go to your “Orders List” from the navigation menu. In your Orders List, you can access and manage the orders available for your account type and account-level permissions. By default, your Orders List is filtered by the “New” View Mode and the current date. Accordingly, you can filter your Orders List by the preferred parameters for the order export.
First, select the preferred “View Mode” and then use the respective available filters in the top right corner. Alternatively, you can select the “All Orders” View Mode to include orders with all available statuses and then use the filters available for all order statuses. Further, you can find the descriptions of the filters available for all order statuses. Additionally, learn more about Route4Me’s Delivery Management System Order Statuses.
NOTE: When filtering your orders, use the correct Scheduled For Date and Created Date.
| Order Filter | Filter Description |
|---|---|
| Search | Search for orders by almost any order attribute, such as order alias, address, customer name, email, phone number, barcode, and other details available in the order profile. Furthermore, you can use the search to filter orders that contain a common value in their attribute. For example, all orders that have the same email address, part of the barcode, part of the alias, etc. |
| Barcode | Filter orders by barcode. You can filter orders using full or partial barcode. For example, certain orders may have a barcode that has the same core value and different additional prefixes or suffixes. Accordingly, you can filter orders using the core part of the barcode. |
| Group | Orders can have custom search groups. Accordingly, you can filter orders that belong to the same custom search Group. |
| Created Date | Orders can be added or imported into Route4Me’s Delivery Management System. Accordingly, you can search for orders that were created (imported or added) on the same date or within a specific date range. |
| Possession Scan Date | When an order is scanned by its Possession Scan barcode using Route4Me’s Mobile Barcode Scanner, this order is assigned the Possession Scan status. Accordingly, you can filter orders that were scanned using their Possession Scan barcode on the same date or within a specific date range. Additionally, learn more about scanning order barcodes and Possession Scan order status. |
| Scheduled for Date | Orders can be rescheduled for a specific date so that they can be filtered by that date and used for planning routes. Accordingly, you can filter orders that are scheduled for a specific date or within a specific date range. |
| Sorted on Date | When an order is sorted by its barcode using Route4Me’s Mobile Barcode Scanner, this order is automatically scheduled for a specific date, sorted by its respective Territory, and assigned the Sorted status. Accordingly, you can filter orders that were sorted on a specific date or within a specific date range. Additionally, learn more about scanning order barcodes and Sorted order status. |
| Done Date | When an order is delivered or completed, the driver marks the respective route stop as Done, and the associated order is assigned the Done status. Accordingly, you can filter completed orders by the “Done” status. |
| Stop Type | Orders can be used for planning routes and inserting into routes as the following route stop types: Delivery, Pickup, Break, Service, Meetup, and Visit. Accordingly, you can filter orders by the Stop Type these orders are assigned on planned routes. |
| Territory | When the order’s address is located within the custom-shaped borders of a specific Territory, this order is automatically associated with this Territory. Accordingly, you can select one or multiple available Order Territories to filter orders with the address that is located within the borders of those Territories. Additionally, learn how to create and manage Territories and Plan Routes Using Order Territories. |
| Order Status | Filter orders by one or multiple statuses: New, Possession Scan, Sorted, Scheduled, Routed, Route Started, Loaded, Manually Loaded, Sorted by Route, Missing, Damaged, Unrouted, Failed, Skipped, Done, and Canceled. Additionally, learn more about Route4Me’s Delivery Management System order statuses. |
After filtering orders, select the orders you want to export. In the bottom right corner of the Orders List, you can check how many orders match the applied filters and are displayed on the page. Depending on the applied filters, you may have hundreds of thousands of filtered orders. To select all filtered orders, check the box at the top of the list and then click on the “Select all items that match filters” button. After that, click on the “Export Orders” button to export all filtered and selected orders.
The exported order report CSV file consists of columns that contain the respective order data. Below, you can learn about the data columns included into the order export and their descriptions.
| Order Attribute | Attribute Description |
|---|---|
| Address Alias | Сustom alias or name of the order. |
| Order ID | Unique automatically generated identification number of the order. |
| Order Status | Orders can have one of the following statuses: New, Possession Scan, Sorted, Scheduled, Routed, Route Started, Loaded, Manually Loaded, Sorted by Route, Missing, Damaged, Unrouted, Failed, Skipped, Done, or Canceled. Additionally, you can learn more about Route4Me’s Delivery Management System order statuses. |
| Address 1 | Full address of the order. |
| Address 2 | The second address of the order that can include additional order address details, such as the floor, gate, apartment, etc. |
| Territory Name | The name of the Order Territory within which the order’s address is located. When the order’s address is located within the borders of an Order Territory, the order is associated with the given Territory. Additionally, learn how to Plan Routes Using Order Territories. |
| Cached Lat | Rooftop latitude coordinates of the order’s location (address). |
| Cached Lng | Rooftop longitude coordinates of the order’s location (address). |
| Curbside Lat | Curbside latitude coordinates of the order’s location (address). |
| Curbside Lng | Curbside longitude coordinates of the order’s location (address). |
| Address City | The City part of the order’s full address. |
| Address State ID | The State part of the order’s full address. |
| Address ZIP | The ZIP Code part of the order’s full address. |
| Address Country Id | The Country part of the order’s full address. |
| Possession Scan Date | Automaically generated timestamp when the order was scanned and assigned the “Possession Scan” status. Additionally, learn more about scanning order barcodes and Possession Scan order status. |
| Sorted Date | Automaically generated timestamp when the order was sorted using Route4Me’s Mobile Barcode Scanner App. Additionally, learn more about scanning order barcodes and Sorted order status. |
| Added At | Automaically generated timestamp when the order was manually added to the system. Additionally, you can learn how to manually add orders to your Orders List. |
| Scheduled For | The date for which the order is scheduled. Orders can be scheduled for a specific date so that they can be filtered by that date and then used for planning routes. Additionally, learn more about the Scheduled For order status. |
| Done Date | Automaically generated timestamp when the order was assigned the”Done” status. Additionally, learn more about the Done order status and completing orders. |
| Deleted | Automaically generated timestamp when the order was permanently deleted from the system. Additionally, learn more about the Deleted order status. |
| Last Routed | Automaically generated timestamp when the order was last included into a route. |
| Departed Lat | Latitude coordinates of the location where the driver or vehicle assigned to the route exited the geofence set around the order’s route stop address. Additionally, learn more about Route4Me’s Geofencing Settings. |
| Departed Lng | Longitude coordinates of the location where the driver or vehicle assigned to the route exited the geofence set around the order’s route stop address. Additionally, learn more about Route4Me’s Geofencing Settings. |
| Departed Date | Automatically generated timestamp when the driver or vehicle assigned to the route exited the geofence set around the order’s location. Additionally, learn more about Route4Me’s Geofencing Settings. |
| Last Visited | Automatically generated timestamp when the order was last marked as “Arrived” and “Done“ by the assigned driver using Route4Me’s Mobile App. |
| In Route Count | The number of routes the order was included into. |
| Visited Count | The number of times the order was visited. Specifically, a visit is when the order’s route stop is marked as “Arrived” and “Done“ by the assigned driver using Route4Me’s Mobile App. |
| Last Status | The last status that was assigned to the order: New, Possession Scan, Sorted, Scheduled, Routed, Route Started, Loaded, Manually Loaded, Sorted by Route, Missing, Damaged, Unrouted, Failed, Skipped, Done, or Canceled. |
| Address Stop Type | Orders can have a specific stop type when they are included into a route. Specifically, orders can be one of the following route stop types: Delivery, Pickup, Break, Service, Meetup, or Visit. |
| First Name | First name of the contact or customer associated with the order. |
| Last Name | Last name of the contact or customer associated with the order. |
| Email address of the contact or customer associated with the order. | |
| Phone | Phone number of the contact or customer associated with the order. |
| Weight | Weight optimization constraint value of the order. Additionally, learn more about the Weight route optimization constraint. |
| Pieces | Pieces optimization constraint value of the order. Additionally, learn more about the Pieces route optimization constraint. |
| Cube | Cube optimization constraint value of the order. Additionally, learn more about the Cube route optimization constraint. |
| Revenue | Revenue optimization constraint value of the order. Additionally, learn more about the Revenue route optimization constraint. |
| Reference No | Custom Reference Number of the order. The order’s Reference Number can be found and edited in the order’s associated route stop using the Route Editor. |
| Customer PO | Custom Customer PO Number of the order. The order’s Customer PO Number can be found and edited in the order’s associated route stop using the Route Editor. |
| Order No | Custom Order Number of the order. The order’s Order Number can be found and edited in the order’s associated route stop using the Route Editor. |
| Invoice No | Custom Invoice No of the order. The order’s Invoice No can be found and edited in the order’s associated route stop using the Route Editor. |
| Tracking Number | Each order is automatically assigned a unique Tracking Number. Customers can use their Order Tracking Number to track the status of their order in real-time using Route4Me’s Order Tracking Portal. Additionally, learn more about Route4Me’s Customer Order Tracking Portal. |
| Local Time Window Start | Start time of the Time Window (working hours) within which the order’s address can be visited and serviced. Additionally, learn more about Route4Me’s Time Windows Route Optimization Constraint. |
| Local Time Window End | End time of the Time Window (working hours) within which the order’s address can be visited and serviced. |
| Local Time Window Start 2 | Start time of the Second Time Window (working hours) within which the order’s address can be visited and serviced. Additionally, learn more about Route4Me’s Time Windows Route Optimization Constraint. |
| Local Time Window End 2 | End time of the Second Time Window (working hours) within which the order’s address can be visited and serviced. |
| Service Time | The Service Time required to complete (deliver, pick up, etc.) the order at the order’s address. Additionally, learn more about Route Service Time. |
| Color | Color code of the order. |
| Order Icon | Icon (emoji) of the order. |
| Member ID | Unique identification number of the Route4Me Account User who created and owns the given order. |
| Organization ID | Unique identification number of the Organization that administrates the Route4Me account that was used to create the order. |
| Validated | Manually assigned Validated order progress status. This order status is available in the Legacy Orders List only. |
| Pending | Manually assigned Pending order progress status. This order status is available in the Legacy Orders List only. |
| Accepted | Manually assigned Accepted order progress status. This order status is available in the Legacy Orders List only. |
| Started | Manually assigned Started order progress status. This order status is available in the Legacy Orders List only. |
| Completed | Manually assigned Completed order progress status. This order status is available in the Legacy Orders List only. |
| Local Timezone | TBD |
| Time | TBD |
Visit Route4Me's Marketplace to Check out Associated Modules:
- eCommerce
Dynamic E-Commerce Order Dispatch
- Operations
Advanced Team Management Add-On
- Operations
Custom Data Add-On
