The Report Generator provides a centralized place for users to access operational data, download CSV reports, and request new report types as business needs evolve. It supports any date range and helps teams surface the insights required for planning, forecasting, and performance management.
An Introduction to the Report Generator
Reports give users accurate, structured information that supports faster decisions across sales, finance and customer management. They highlight trends, exposures, and opportunities that are not visible from raw transactions alone.
For example:
Understand promotion performance
A Promotions Report can highlight which promotions are driving engagement, which operators are responding, and where future budget should be allocated.
View customer and sales rep engagement
An Adoption Report shows participation across reps and operators, helping teams identify where coaching, onboarding, or follow up may be needed.
Capabilities
Download CSV Reports
Users can select from a list of available reports, define a date range, and receive a CSV file directly by email.
Request New Reports
If a needed report is not listed, users can submit a request directly in the tool. After review and approval, the new report is added to the library for all customers
How to Use the Report Generator
Step 1: In PMC, go to the Tools tab and select Report Requester in the left menu.
Step 2: Browse the list of available reports and select Request Report. Enter the destination email, date range, and any optional notes. The report is delivered within the estimated time frame shown.
Step 3: If a required report is not listed, submit a custom report request with the desired fields and business context. Once reviewed and approved, the new report is generated and added to the report library for future use.
Reports Available
Name | Summary | Use Case |
Promotions Report | Shows performance of promotions with a breakdown by operator and order. | Used when teams want to evaluate how a promotion influenced operator behavior and decide which promotions are worth repeating or expanding. |
Smart Orders Report | Detailed report of intelligent inbox orders. | Helpful for identifying where Intelligent Inbox is being used by operators. |
Adoption Report | Shows adoption across sales reps and customers, including activity outside the order guide. | Used by sales leaders to understand where engagement is strong and to flag groups that may benefit from extra onboarding or coaching. |
Items Breakdown Report | Lists all items ordered, including quantity and spend. | Used when deciding whether to adjust pricing, promote certain items, or address unusual shifts in demand. |
Payments Breakdown Report | Shows all payments made, amounts, and payment method. | Helpful for reconciling payouts and identifying unusual payment patterns. |
Gross Profit Breakdown | Shows gross profit across weekly, monthly, yearly, and all time windows. | Used when monitoring whether margin changes are tied to seasonality, order mix, or rep behavior. |
Payment Methods Report | Lists payment methods customers currently use. | Provides insight into payment preferences and supports planning around payment costs. |
Unpaid Invoices Report | Shows outstanding invoices for each customer. | Commonly reviewed before making collection calls so teams know which accounts need attention first. |
DSR Breakdown | Shows how much each DSR’s customers are ordering. | Used to evaluate rep productivity, compare performance across territories, and identify accounts that may require attention. |
Prospect Summary | Lists prospects, creation dates, assigned DSRs, and time in prospecting stage. | Helpful to manage the pipeline, identify stalled leads, and ensure reps follow up on potential new business. |
Last Order by DSR | Shows last order dates and assigned DSRs. | Spot inactive or slipping customers, prompt re-engagement, and prevent churn. |
Non Order Guide Items Breakdown | Shows items ordered that are not on the order guide. | Surface off guide buying behavior and find opportunities for catalog updates or pricing review. |
Sales by Sales Rep | Shows total sales by item code for each rep. | Often referenced during rep coaching sessions to understand product mix and selling patterns. |
Item Breakdown by Category | Shows item level sales by category, code, and quantity. | Useful when evaluating which categories need expansion, cleanup, or promotional support. |
Chat Notifications Report | Shows operators who have chat, email, or SMS notifications turned off. | Address communication gaps, ensure customers receive important updates, and prevent missed orders or alerts. |
Employee Report | Lists which employees are authorized for each customer. | Confirm that permission lists match actual staffing. |
Key Customer Metrics | Shows total cases, spend, and average order sizes per customer. | Used to identify growth opportunities within the customer base, and prioritize accounts. |
Customer Information Report | Shows basic customer details such as name, contact info, and account ID. | Useful when cleaning up CRM data or confirming that customer records are complete and accurate. |
Customer Fulfillment Days | Shows each customer’s delivery days and activity. | Can be used when planning delivery routes or determining how often customers are receiving product. |
Price Edits Report | Shows price overrides created by DSRs and related gross profit impacts. | Monitor discounting behavior, ensure consistent pricing across reps, and protect margins. |
Operators Invited Without Orders | Lists operators who were invited but have never ordered. | Often used when running re-engagement programs aimed at converting inactive accounts into active ones. |
Operators Without Invites | Shows active operators that have not invited anyone to the app | Used to ensure that all relevant staff at a customer location are able to place orders. |