Create a Customer List Using the Map

This article explains how to draw a shape on the large map and create a customer list of the map markers inside it.

Before You Begin

You must have TeleRoute to create a list from the large map. You must have something on the map for Trash Flow to use when creating the list: a route, customers, work orders, or container placements.

Part I: Draw the Map Boundary

  1. Open the Large Map. You can open the map by clicking TeleRoute > Routes > Show a Route and entering one of your routes. The map can also be opened from a container placement, the Teleroute button, the Dispatch window, the Map tab on a customer account, etc.
  2. Click the boundary button at top right , then choose whether to draw a Polygon or a Circle.

    For a Polygon:

    1. Click a point on the map to begin. Think of this as the first point of the shape you're drawing.
    2. Move your mouse and click again. This creates a line between the two points.
    3. Repeat as needed, drawing lines around the area you want to capture. Do not cross back over any lines you've already created.
    4. End by clicking back on the initial point to create an enclosed shape.

      5. For a Circle:

    1. Click the center of the area you want to circle.
    2. Move your mouse to make the circle wider.
    3. When the circle is the size you want it click the mouse.
  3. A window appears. Click in the "Enter Boundary Name" field and enter what you want to call this area.
  4. Click OK.
  5. A window appears reading "Boundary saved successfully!" and the boundary menu changes to show the boundary name and a list of available functions. Click OK to finish.

Part II: Create the Report

  1. When a boundary is selected the Boundary Menu at top-right of the map displays the name of the saved boundary. In the Boundary Menu of the map click Reports > Customer Report.

    Note: If you need to select a boundary click the three-line map at top left, click Boundary Key, and select a boundary from the list.

  2. Click Reports > Customer Reports.

  3. Choose a Report Format and what method the report should Sort by.

  4. For Report based on choose whether you want the report to include only the customer markers/flags inside the shape or all visible markers. Other marker types include work orders, route stops, and container placements.

  5. Leave Show Details checked unless you only want a count of how many customers are inside the boundary.

  6. Use the remaining data display settings to choose whether you want the report to include the customers' rates, addresses, phone numbers, routes, containers, email address, notes, and pop-up notes.

  7. Click OK to finish.

When You're Done

The report opens in your PDF viewer if you chose the printout format. Other formats might have you choose fields for a CSV, walk you through sending a bulk email, etc.

Sample Report

Example: Drawing shapes on the map


How to draw a polygon

See Also

Understanding the Large Map

View Customers On the Map

Create a Container Placement Report Using the Map