The Recovery Detail Report can be found within the Reporting Dashboard. The intent of this article is to explain the function of the report.
How to generate report
Refer to guide: How to generate customer reports
Admins and manager users
All recoveries across all accounts are merged into a single spreadsheet. Individual accounts can be selected from the dropdown menu.
Recoveries are showcased by shipping account for customers.
- Tap Reports on the left side bar
- Tap the Export data icon
- Select Recovery Detail Report in the drop-down menu
Fields included within
- Account Number
- Invoice Number
- Invoice Date
- Tracking No
- Net Amount
- Charge Desc – the type of refund or credit (e.g. Service failure, invalid residential surcharge, etc.)
- Sender Company
- Sender Address
- Sender Postal Code
- Receiver Company
- Receiver Address
- Receiver Postal Code
The Recovery Detail Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.