Description
This report tracks the placements you have created on the customer Boxes tab: the sizes, addresses, rates, last time they were dumped, etc.
Before You Begin
You must have Trash Flow's Container Tracking module to run this report.
Context
This report is a way to answer questions like "How long have my boxes been out a customer jobsites?", "How many of my customers have 20-yards?", "Are any of my front-load customers missing rates?", etc. If you track which size containers you bring to customers but do not track the specific container numbers this report is the best way to find out how many active container placements are set up in Trash Flow along with the date they were last serviced and what kind of boxes are there.
Steps to follow
- Use the usual filtering options to choose which customer accounts will be included.
- Narrow down which placements should be included (if desired) based on the truck, dispatcher, and driver who last serviced the placement; the container type, size in yards, and service type; and whether or not to include inactive placements and ended accounts.
- Use the checkboxes to decide whether to show rates, addresses, and notes.
- Choose whether the format should be a standard printout or an Export to CSV. The latter will create a comma-separated value (CSV) file to be opened by a spreadsheet program.
- Click to review and print.
Available options: Print and Export
- Account Type: Chooses whether to include residential, commercial, commercial, or all customers.
- Billing Group: Chooses whether to include customers in a specific billing group or in all billing groups.
- Sales Tax District: Chooses whether to include customers from a specific sales tax district or from all districts.
- Geographic Region: Chooses whether to include customers in a specific geographic region, all geographic regions, or no geographic region.
- Source Co.: Chooses whether to include customers from a specific source company or from all companies.
- Business: Chooses whether to include customers of one of your businesses or customers of all your businesses.
- Container Status: Chooses whether to include all placements, only placements with assigned containers, or only placements with no box assigned.
- Size: Chooses whether to include all boxes or only boxes of a given size.
- Select Type: Chooses whether to list all containers or only one type of container—roll-off, Rear Load, etc. You can also select Multiple to choose a set of container types.
- Service Type: Chooses whether to list all containers or containers for only one type of service—Waste, Recycling, C&D, etc. You can also select Multiple to choose a set of service types.
- Dispatcher for last service: Chooses whether to include all customers or only customers who had work orders assigned by one specific dispatcher.
- Driver for last service: Chooses whether to include containers serviced by all drivers or by one specific driver.
- Ended: Chooses whether to include all placements, exclude placements on ended customers, or show only placements on ended customers.
- Inactive: Chooses whether to include all placements, exclude inactive placements, or only inactive placements.
- Truck for last service: Chooses whether to include customers serviced by all trucks or by one specific truck.
Available options: Print only
- Show Rates: Chooses whether to show the bill codes and/or rates assigned to a container placements. These are the rates that Trash Flow uses when making a container charge or completing a work order.
- Show Location Address: Chooses whether to show the address of the boxes’ current container placements.
- Show Notes: Chooses whether to show entries on the Notes tab of the placements.
- Show Report Criteria: Chooses whether to include a separate section at the top of the report that lists every option chosen for this report. This is often used for rarely-run reports so that you can reproduce the exact same report later on.
- Sort By: Chooses whether to sort report by the container serial number, sales tax district, type and size of box, date the boxes were placed, the last date the boxes were serviced, customer name, or customer account number.
- Preview: Usually checked; this creates a PDF to be viewed on your screen instead of going directly to a printer.
Available options: CSV export only
- Container Info: The file will include the serial number of any assigned container; the size (a text description) entered; the yardage and container type; the date a box was first placed and how many days have passed since; the price you initially paid for the container; and the estimated date (if any) that the container will be available.
- Placement Info: The fill will include the site nickname, address, and phone numbers; the type and yardage of the container that belongs there (whether or not you assign individual container numbers); the service type (waste, cardboard, C&D, etc.) the container is meant for, if any; the date of last pickup; the number of days since a container was originally placed there; the street address formatted so the file can be sorted by street name; and whether the placement is active or inactive.
- Customer Info: The file will include the customer account number, name, and bill group.
- Rate Info: The file will include the bill codes and rates set up on the placement along with any weight limits.
- Address Lat/Long: If you have our address verification service (AVS) the file will include the latitude and longitude of the placement.