Cool Running Manager
Reports

One of the MANY advantages of replacing a paper-based process with an automated data collection tool such as Cool Running Manager is the abundance of reports that you can create to "slice and dice" your data in ways you never could before. This helps you become more efficient and helps you make business decisions with the information that you need.

Here are some of the reports that are available with the Cool Running Manager software:

Click on the thumbnail of the report to see a larger version.

Report	Description
Driver Report	This is one of the two reports that your driver has the option of printing after their shift. As you can see, is shows the load information. Also, it lists all the ice chests ID numbers that they delivered to. If there were any notes from the driver, they would print next to the ice chest number. Finally, this report shows how much cash, checks and term receipts should be turned in. At Olmsted Ice, all drivers must be able to match their daily pouches with this report!
Driver Volume Report	The Driver Volume Report can show you exactly how much of each product your driver has delivered between two specific dates. Furthermore, you have the ability to select one or more drivers in your report or choose all your drivers.
Merchandiser Locations	The Merchandiser Location report will show all the locations of your ice merchandisers. You are also able to filter this report by: Inside Chests Only Outside Chests Only Merchandisers at Home Office All Merchandiser Locations This report has become very valuable to Olmsted Ice during the slower months were we visit all of our ice chests and perform the annual preventive maintenance on them.
Merchandisers Overdue	The Merchandiser Overdue Report will show you which ice chests are past their pick up date. This is very helpful when it comes time to bill customers for annual lease fees.
Merchandiser Pickup Schedule	The Merchandiser Pick Up Schedule report will give you a list of all ice chests in your customer list that have a specified pick up date. Olmsted Ice likes to use this report for three reasons. Monitor slow moving customers on a annual basis to determine if we are getting enough ROI on the equipment on their location To charge lease fees for locations such as construction sites and factories To view which ice chests are due for pick up in the near future
Merchandiser Service	The Merchandiser Service report is another valuable report to run just before a weekend. The way this report works is you will enter a percentage. With that percentage, Cool Running Manager will list all ice merchandisers with less than that percentage of ice. For instance, if I asked the report to show me all ice chests less than 50% full, it would list all ice chests loaded up that much or less. As all icemen know, some customers always try to not fill their ice chest. They would rather the iceman make more deliveries so they can keep the money in their pocket a little longer. With this report, you can predict which customers are going to call and thus have a quick answer for them when they complain they ran out of ice!
Price History	Have you ever had a customer call you and ask "When did you raise my price?" Or, have you wondered how long they have been paying a certain price? The Price History Report will show you how long a customer has paid a certain price for each product they purchase. This report has become very valuable to Olmsted Ice when we are evaluating our customer base and trying to determine if it is time to raise the price on certain customers.
Re-Routing	The Re-Routing Report shows all the locations that were scheduled for a delivery but did not get done. At Olmsted Ice, all locations we visit must receive an entry in Cool Running Driver. This report compares all those locations what were scheduled on a route with the stops that received a entry in Cool Running Driver. If they did not get a entry, they will show up on this report as a stop that was not done. This report becomes very valuable on a Thursday when you are scheduling stops for a Friday. You can check one more time to see before you hit a busy weekend to make sure all your routed stops were completed by your drivers.
Reconciliation	The Reconciliation report is another report that the driver has the option to print when they sync their handheld at the end of the day. The report will list in detail all the Cash Locations, Check Locations and Term Locations the driver delivered to. With this report, the driver can see all the receipt entries for that day. This becomes very valuable when a driver us unable to match up their monies with what the Cool Running Driver Report is showing. They are able to view all the work they did that day and find the problem.
Sales By Driver Graph	The Sales by Driver Graph is self-explanatory. You can pick all drivers or a certain number of drivers, specify a date period and hit submit. The result is a graphical representation of what those drivers did in that period. In the example, I am comparing three drivers for the entire 2007 season. You can also compare each driver to their previous years sales as well!
Sales By Location	The Sales by Location report will show you the gross sales for each product for all customers either for specific date or the total sales between two specified dates. This report is very helpful when doing a end-of-year analysis of your customers volume and gross sales.
Sales By Location Graph	Every year the during the months of January and February, Olmsted Ice likes to visit all routed locations and evaluate their sales. However, we don't like to walk in empty handed. For that reason, we came up with the Sales By Location Graph. This is a volume graph that evaluates the customer equivalents. What are equivalents? Simply, they are what the customer would have sold if they only sold 7 Pound Bags. We take the total pounds of ice, divide that number by the 7 (for the 7 pound bag) and come up the equivalents totals. From those numbers, we are able to make a volume graph that shows how much ice was sold in each respective month. In this example, this customer sells both 7 and 22 Pound Bags. You would not beleive how much a small "Mom and Pop" store appreciates the effort of a sales graph! A little thing such as a great relationship marketing tool!
Sales By Product	The Sales by Product Report shows how much of each product in your product list you have sold between two specified dates.
Sales By Product Graph	The Sales by Product Graph can take a product and show exactly how much of that product was sold each month. Furthermore, you can put the previous years sales on that graph and make a visual comparison between the years. The report allows you to choose as many or as few products as you want to show up in the graph.
Product Sales By Location Graph	Remember the volume (equivalents) chart where we compared the Sales of Abbe Road Drive Thru? The Product Sales By Location Graph will show the exact number of each product sold at that location. You can also configure the report to only specify certain products in your graph.
Sales By Tax Area	The Sales Tax by Area shows will show your company two things. First, you will be able to view the gross sales by area. In this case, my areas are split up by counties. Next, your company can see exactly how much sales tax was collected in each respective area. This comes in very helpful if your state sales tax laws require you to list all the monies collected in each county and/or state.
Sales Details By Location	The Sales Details by Location report will show you exactly what was purchased by a customer between two specified dates.

Have an idea for a new report? Submit your ideas here!