Article #37 Stop Analysis Report

The Stop Analysis Report is one of the most important reports available to Solid Route Accounting™ companies. It allows supervisors to have a bird's-eye view of their route salespeople's work, including the times they make their stops, the customers they visit, when those customers were last visited, the amount invoiced, and also, very importantly, which customers were missed. This report can be printed for any route, cost center, or time period, making this valuable report a great weapon in a company's efficiency arsenal.

To print the Stop Analysis Report:

1. In Solid Business Central™, after the handheld computers have synced, navigate to [Accounting / Report / Stop Analysis]. Here, there are two options: [Route Group] (Customer Route Group or CRG) and [Cost Center] (Mobile Unit Number). Select one of these two options to continue.
2. Next, select whether to print on '[All]' records for the selected type or use '[Range]' to drill down on specific records (if using [Range], use [CTRL+END] after entering the range to continue).
3. The 'DATE' range for this report can then be set in the 'Start' and 'End' date fields. Lastly, the various 'Report Options' to the right can be enabled by setting them to 'Y-Yes' or disabled by setting them to 'N-No'.
   1. Admin Entries: Includes entries created by system administrators into the Visited Customers Report.
   2. Visited Customers: Will print out the Visited Customer Report, which includes all customers visited during that period by either Route Group or Cost Center (see sample below).
   3. Missed Customers: Will print a report of all customers that were not visited by that Route Group or Cost Center (see sample below).
   4. Sales Analysis: Add a summary for each customer visited by a Route Group or Cost Center, including total sales and gross margin percentage (GM%), to the Visited Customers Report.
   5. Sales Detail: Will add to the Visited Customers Report by including the invoice numbers created for the customer, as well as the bill total, taxes, and discounts.
   6. Report Summary: Will print a summary based on the Visited Customers Report, regardless of whether it was printed or not.

Stop Analysis Report: Visited Customers Report with All Options

Stop Analysis Report: Missed Customers Report Stop Analysis Report: Report Summary