Daily Reports Documentation¶

Menu Location: Reports > Financial > Daily Reports

Access Level: Requires PERMISSION_BILLING

Last Updated: 2026-03-02

Overview¶

The Daily Reports page (billing-reports.php) provides daily financial reports showing payment transactions within a configurable date range. This tool allows administrators with billing permissions to review payment amounts, customer information, and order details including route assignments, stop numbers, and shipping information. The page supports querying the archive database for historical data analysis.

Note: This feature is currently in testing/alpha status.

Primary Functions:

View daily payment transactions within a configurable date range
Filter transactions by US state
Review payment amounts, customer info, and order details
Access archive database for historical data queries
Select from multiple report types
Export transaction data

Page Layout¶

Filter Controls¶

Date Range Picker: Start and end date selectors (defaults to last 10 days)
State Filter: Filter results by US state
Report Type Selector: Choose which type of daily report to generate
Submit Button: Apply filters and refresh the report

Transaction Listing Table¶

Column	Description
Payment Amount	Dollar amount of the transaction
Customer Name	First and last name
Customer ID	Unique customer identifier
Payment Status	Current transaction status
Payment Type	Type of payment method
Date Created/Updated	Transaction timestamps
Route	Delivery route assignment
Stop Number	Stop position on the route
EasyPost Tracking	Shipping tracking information
State	Customer's state

How to Use¶

Generating a Basic Report¶

Navigate to Reports > Financial > Daily Reports
The report loads with the default 10-day date range
Review the transaction listing
Adjust date range or filters as needed and click Submit

Filtering by State¶

Select a state from the dropdown filter
Click Submit to refresh
Only transactions from customers in that state will appear

Viewing Archive Data¶

The system automatically queries the archive database alongside the active database when the archive feature (USEARCHIVE) is enabled. This provides access to older historical records that have been moved out of the active database.

Common Use Cases¶

Daily Revenue Review¶

Set the date range to a single day to review all payment transactions for that day. Useful for end-of-day reconciliation.

State-Level Tax Reporting¶

Filter by state and set the date range to a tax reporting period. Export the results for tax preparation.

Route Revenue Analysis¶

Review the route column to understand revenue distribution across delivery routes for operational planning.

Tips & Best Practices¶

Keep date ranges under 60 days for faster page loads
Archive queries may take longer - be patient with large date ranges
Use state filters to reduce result sets
Cross-reference with other financial reports for critical reporting needs
Export data regularly for external analysis

Troubleshooting¶

Report Shows No Data¶

Verify the date range includes days with payment activity
Remove the state filter to check if data exists
Confirm your account has PERMISSION_BILLING access

Slow Loading¶

Reduce the date range
Add a state filter to limit results
Archive queries process larger datasets and take more time

FAQ¶

What date range does the report default to?¶

The last 10 days from the current date.

Is this feature stable for production use?¶

This page is in testing/alpha status. For critical financial reporting, cross-reference with other established report pages.

Can I filter by multiple states?¶

Currently supports one state at a time. Export unfiltered data and segment in a spreadsheet for multi-state analysis.

Billing Payment Transactions - Detailed payment transaction reports
Monthly Transaction Spreadsheet Export - Monthly XLSX export
Tax Reports - Tax-specific financial reporting
Payment Transactions - Transaction summaries with drill-down modals