"You can't manage what you don't measure." This statement, often attributed to Peter Drucker, still holds true for businesses today. Reports are critical to business intelligence. It helps you take control of your business performance and continually improve it.
With the mindset that no two businesses share the same exact processes, Zyllem's Reports Module was designed to be fully customizable. Essentially, it revolves around three things:
Make: customize your own Report Template based on Zyllem's Data Sources. Create multiple templates and reuse them to generate recurring reports.
Measure: generate reports with the most recent data from the very second you generated it.
Manage: investigate issues and zoom in to the root cause. Re-asses your strategies and strategize proactive measures.
To date, there are three Data Sources you can generate reports from. All of which gives you the latest information based on the time you extracted the data.
Items Snapshot - latest information about each delivery order (e.g., their latest status, the latest action done on them, etc.).
Items Activity Log - historical data of all actions performed on each delivery order. Includes insights such as driver compliance based on time and location.
Customer Satisfaction - results of the in-app Customer Satisfaction Survey gathered by drivers (if the survey is enabled).
To give you a taste of the Reports Module, below are two examples of how Zyllem customers are using it today. Aside from the great level of details that these reports provide, one key benefit of these reports is their instant availability. Waiting for month-end reports has become a thing of the past. End-of-day reports are no longer dependent on your driver's arrival back to your warehouse. Issues and gaps can now be immediately addressed.
To illustrate this better, let us take the persona of John, an Operations Manager of a distribution company who hired a 3PL provider to fulfill their deliveries. John generates two daily reports: the Daily Status Report and the Driver Performance Report.
Daily Status Report
This report was created based on the Data Source: Items Snapshot. At the end of the day, John generates this report to see the overall status of his operations. Below is an example of this report in graph view.
At a glance, the graph tells John that the overall status of his operations is healthy, but he may need to follow up on one driver:
Driver 10 may be running late on his deliveries.
There are a few instances of failed and rejected deliveries.
Most of the failed and rejected deliveries have been returned to the warehouse.
By clicking on a certain element on the graph, John can drill down to the relevant raw data in table form and investigate further. For example, he can:
Identify the exact number of deliveries that have not been completed.
Identify the exact number of failed and rejected deliveries that have not been returned to the warehouse.
Zoom in to each delivery (e.g., the last action performed on it, the driver or user who performed the action, the location where it was performed, etc.)
Daily Driver Performance
The Daily Driver Performance report is another daily report that John generates based on the Data Source: Items Activity Logs. It gives him an insight on how well assets (i.e., drivers) were utilized for the day.
Looking at the graph above, it is clear that:
All drivers clocked in on time, based on their 8am - 6pm working hours.
Driver 15 was not utilized.
More than half of the drivers completed their deliveries in less than 4 hours (before 12 noon).
Driver 3 completed his deliveries late although he started on time.
Using this report and by taking a closer look at its raw data, John can evaluate if there is a need to change his strategies (e.g., assignment of delivery jobs to make sure) assets are well utilized.
These are just two of the many reports you can generate from the wide range of data you get from Zyllem's Data Sources.
In our next post, we will walk you through the steps in generating a Driver Compliance Report. This report is based on the timing and distance conditions you set on the system. For example, you can:
More on this in our next post!