Description

This report generates a list of all routes in the program along with how many customers are on each route and some financial information.

Before You Begin

You must have Trash Flow's Routing module to run this report. In addition, if you are looking for revenue information then bill groups must have the correct period set and each route needs the period set under Route Info. Finally, if you also want usable cost information then the average costs must be entered under both route info and Trucks.

Context

The Route Summary Report lists each route in the system along with the number of customers and the number of stops (a customer with multiple locations might have several stops on the same route), With financial information filled in it will also show the expected revenue every time the route is run; the average cost of the landfill tip, truck, and employees; and the net profit (the difference between revenue and cost).

Steps to follow

1. Click Reports > Route Reports > Route Summary.
2. Choose whether to include routes for all businesses or only one business.
3. Choose whether or not to Show Financials and the Format you want (printout or CSV).
4. Click OK.

When you're done

You can now review the report for the information you need. You may want to delete unused routes, move customers around to better balance driver loads, check how much profit (or even loss) you are making on a given route, etc.

For Trash Flow Mobile users: Report options on Trash Flow Mobile will work just as described in this article and appear in the same order. The user interface is slightly different to accommodate how we use tablets and phones; for more details, or to learn more about accessing your data from a phone or tablet, see Using Trash Flow Mobile.