Summary
At Docket, we understand that easy access to your data is vital to your ability to make informed business decisions, and we're excited to introduce an new reporting experience (currently in beta) that makes accessing and understanding your data easier, faster, and more flexible than ever.
During beta, please share your feedback directly via the New Reports Beta Feedback Form
Current Reports in Beta
Financial Reports
Operations Reports*
*Available in app, with help documentation coming soon
- Created Tasks by Employee Summary
- Dump Tasks
- Dumpster Rentals by Category
- Hauler Details
Account Access Controls
Access to these new reports will be enabled by default for Administrators and Office Staff. If you'd like to disable access, you can do so via Employees > Access > Reports (beta) > Toggle off individual reports > Update Access:
Report Overviews
Accounts Receivable Aging Report Overview
The Accounts Receivable Aging Report provides an overview of outstanding invoices categorized by the number of days they have been overdue. This report helps track unpaid invoices, assess customer payment trends, and manage cash flow effectively.
Accounts Receivable Aging Report Key Features
- Aging Summary: Displays a high-level breakdown of outstanding balances across different aging buckets (e.g., 0-30, 31-60, 61-90, and 90+ days overdue).
- Client and Sales Rep Filtering: Allows users to filter results based on client name, client type, or sales representative.
- Detailed Aging - Breakdown: Shows individual outstanding balances per client and invoice.
- Pivot Table Data Representation: Provides a structured view of the accounts receivable by invoice number.
Accounts Receivable Aging Report Sections
Accounts Receivable Filters and Parameters
- As of Date: The report is based on a specific date, which can be adjusted.
- Client Name: Allows users to filter results for a specific client.
- Client Type: Enables filtering by different client categories.
- Sales Rep Name: Users can refine the data by selecting sales representatives.
Accounts Receivable Aging Summary
Displays total outstanding balances broken down into the following aging buckets:
- Current (0 days overdue)
- 1-30 days overdue
- 31-60 days overdue
- 61-90 days overdue
- 90+ days overdue
The total outstanding balance is prominently displayed.
Accounts Receivable Aging Table
- Lists detailed invoice balances per client.
- Categorizes balances into aging buckets.
- Provides a sum of outstanding balances across different aging periods.
Sales Report Overview
The Sales Report provides a high-level and detailed view of invoice-level sales activity. It includes key financial metrics such as subtotal, total invoiced, profit, balance due, and payment received. The report also displays service details, client info, and invoice metadata.
This report supports daily sales tracking, revenue reconciliation, and invoice-level auditing. Users can filter by date, client, and sales rep to analyze performance, monitor payment collection, and identify top clients or services.
Sales Report Key Features
Summary Metrics:
- Total Clients
- Total Invoices
- Total Invoiced
- Total Profit
- Total Balance
- Average Invoice Amount
- Subtotal (before tax/fees)
Filtering Options: Users can filter by
- Date Range
- Timezone
- Sales Rep
- Client
Sales Table View: Displays invoice details grouped by invoice, showing quantities, service descriptions, charges, etc.
Sales Report Sections
1. Report Tabs
|
Grouping Option |
Description |
|---|---|
|
Invoice (default) |
Groups data by invoice; shows one row per invoice with full totals |
|
Sales Rep |
Groups invoices by assigned sales representative |
|
Line Item |
Shows each invoice activity line (e.g., individual bin rental, service fee) |
|
Client |
Groups all invoices under each customer |
|
City / County / State |
Groups totals by location fields derived from service addresses |
2. Filters and Parameters
|
Filter |
Description |
|---|---|
|
Sales By |
Choose grouping: by Invoice (default), other options TBD |
|
Timezone |
Adjust timestamps to user’s local time (default: America/Denver) |
|
Date Range |
Limit invoices to a selected time window |
|
Sales Rep |
Filter invoices associated with specific reps |
|
Client |
Filter by client or customer name |
3. Summary Metrics
This section provides key insights, including:
|
Metric |
Definition |
|---|---|
|
# Clients |
Unique number of clients with invoices in the selected period |
|
# Invoices |
Count of invoices within the date range |
|
Average Invoice Amount |
Mean value of all invoices (Total Invoiced / Invoice Count) |
|
Subtotal |
Sum of all invoice subtotals (before tax, surcharges, and fees) |
|
Total Invoiced |
Final total on all invoices before payments (includes tax, fees, etc.) |
|
Total Profit |
Estimated invoice-level profit amount |
|
Total Balance |
Total outstanding amount across all invoices (after payments) |
Payments and Refunds Report Overview
The Payments and Refunds Dashboard provides a comprehensive view of all payment transactions, including refunds, voids, and pre-authorizations. This dashboard helps monitor financial transactions, assess payment trends, and track refunds efficiently.
Payments and Refunds Report Key Features
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Transaction Summary: Displays key payment and refund metrics, such as total payments, number of transactions, and refund amounts.
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Filtering Options: Users can filter transactions by date range, client name, creator, and client type.
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Detailed Payments & Refunds Table: Provides an itemized list of all transactions, including payment type, amount, and associated client information.
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Pre-Authorization and Voids Tracking: Identifies transactions marked as pre-authorized or voided.
Payments and Refunds Report Sections
Payments and Refunds Filters and Parameters
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Date Range: Select the transaction date range to refine results.
-
Client Name: Filter transactions by specific clients.
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Created By: View payments initiated by specific users.
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Client Type: Narrow results by client category.
Payments and Refunds Summary
This section provides key financial insights, including:
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Payments & Refunds: Total number of transactions processed.
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Total Payments: Sum of all processed payments.
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Average Payment Amount: Mean transaction value.
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Pre-Authorizations: Number and total value of pre-authorized transactions.
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Refunds: Number and total value of refunded transactions.
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Voids: Count and amount of voided payments.
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Estimated Taxes: Approximate tax amount applied to transactions.
-
Processing Fee Total: Sum of all payment processing fees.
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Net Total: Total payments minus refunds and processing fees.
Dump Tasks Report Overview
This report provides details about dump tasks (Pick Up, Exchange, Dump and Return) in given date range and also considering filters such as Client, Dump Location and Material Type.
Dump Tasks Report Key Features
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Summary: Displays key operational metrics such as: Total Tasks, Total Number of Clients, Total Number of Tasks/Day, Total Average Tons (or Tonnes) and Total Revenue.
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Filtering Options: Users can filter the dump tasks that are part of this report by date range and they can also choose a specific Timezone to apply when applying this date range filter. They can also filter tasks based on the Client, Dump Location and Material Type associated to the tasks. Finally, they can switch between “Tons” and “Tonnes” in the Measurement filter, which changes converts the amount shown in the detailed table and also in Total Average Tons/Tonnes summary in the top of the report.
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Dump Tasks Table: Provides a detailed list of the tasks and some information about each of them, such as PIN, Task Type, Dump Location, Ticket Number, etc.
Dump Tasks Report Sections
Dump Tasks Filters and Parameters
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Date Range: Filter the report to show only tasks that are within the date range chosen.
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Timezone: Select what timezone will be applied when filtering the date range.
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Client: Filter the report to show only tasks that are related to the selected client(s).
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Dump Location: Filter the report to show only tasks that are related to the selected client(s).
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Material Type: Filter the report to show only tasks that are related to the selected client(s).
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Measurement: Select which unit measurement will be used to show the volume in the report: Tons (default) or Tonnes.
Dump Tasks Summary Metrics
This section provides key insights, including:
-
Total Tasks: Sum of the quantity of tasks shown in the report.
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Total Number of Clients: Sum of the number of clients related to the tasks shown in the report.
-
Total Number of Tasks/Day: Divides the total number of tasks per the quantity of days that had tasks within the selected date range.
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Total Average Tons (or Tonnes): Average volume in Tons or Tonnes, based on what is selected in the Measurement filter.
-
Total Revenue: Sum of the revenue from the invoices that are related to the tasks shown in the report.
Dumpster Rentals by Category Report Overview
This report summarizes task activity for dumpster rentals by category within a specified date range. It provides a breakdown of task types (e.g., drop off, pick up, exchange) by dumpster category and calculates total tonnage moved.
Operations and dispatch teams use this report to monitor dumpster logistics by type (e.g., 10 Yard, 1 Yard, etc.), identify high-traffic rental categories, and evaluate tonnage movement. It’s used in monthly planning, resource allocation, and to assess route or bin optimization.
Dumpster Rentals by Category Key Features
Category Summary
Displays volume of rental tasks by category, including:
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Drop Off
-
Pick Up
-
Exchange
-
Live Load
-
Dump and Return
-
Relocate
-
Failed (unsuccessful tasks)
Weight Calculations
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Total Tons: Sum of all weights in short tons (2000 lbs per ton)
-
Total Tonnes: Same but converted to metric tonnes (2204.6 lbs per tonne)
-
Average Tons/Tonnes: Mean per task (excluding null weights)
Units Toggle
-
Users can switch between Tons and Tonnes for weight-based reporting.
Filters & Controls
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Date Range
-
Timezone
-
Client Type
Dumpster Rentals by Category Report Sections
Filters and Parameters
-
Date Range
-
Timezone
-
Client Type
Summary Metrics
This section provides key insights, including:
|
Metric |
Definition |
|---|---|
|
Total Drop Off |
Count of unique drop-off tasks |
|
Total Pick Up |
Count of unique pick-up tasks |
|
Total Exchange |
Count of exchange tasks |
|
Total Live Load |
Count of live load tasks |
|
Total Dump and Return |
Count of dump-return tasks |
|
Total Relocate |
Count of relocate tasks |
|
Total Failed |
Count of failed tasks (flagged) |
|
Total Average Tons |
Sum of all per-category average tons |
|
Grand Total Count |
Sum of all rental task counts across all types |
Hauler Details Report Overview
This report provides a detailed view of all hauler-related dumpster service tasks within a selected timeframe. It includes cost metrics, status updates, client associations, and material types, allowing users to review third-party hauling performance and financial impact.
The Hauler Details report is used by operations and billing teams to track and reconcile hauling activity, ensure tasks are completed on time, and validate hauler-related expenses versus client charges. It helps identify incomplete tasks, missed services, or hauler delays.
Hauler Details Report Key Features
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Task Summary: Displays key operational and financial metrics, such as number of tasks, number of haulers, total client cost, and total hauler expense.
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Filtering Options: Users can filter results by date range, timezone, hauler status, and task status.
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Table: Provides an itemized list of hauler transactions, including size, materials, task type, schedule, completion, associated client, and financial impact.
Hauler Details Report Sections
Hauler Details Report Tabs
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Hauler Details: Displays filters, KPI summary cards, and an itemized task table grouped by hauler.
Hauler Details Filters and Parameters
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Filter: Select a date range using the DAY field for task activity.
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Filter: Filter task and hauler statuses to narrow active, completed, or pending work.
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Filter: Choose timezone to localize scheduled and completion times.
Hauler Details Summary Metrics
This section provides key insights, including:
|
Metric Name |
Definition |
|---|---|
|
# Tasks |
Count of all hauler-related tasks within the date range |
|
# Haulers |
Count of unique haulers from task data |
|
Client Cost |
Total of invoice amounts attributed to hauler-related jobs (INVOICE_TOTAL) |
|
Hauler Expense |
Total hauler cost derived from HAULER_COSTS or fallback HAULER_EXPENSE |
Exporting Data
Customers can export a table using the three dots in the upper right hand corner of the table. They will be able to select the format for the export in this menu.
Limitations to Exporting Data:
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The maximum number of rows that can be exported is 1 million. Users should chunk the data out using filters if they exceed this row limit.
Submitting Feedback
During beta, please share your feedback directly via the New Reports Beta Feedback Form
Support Questions
If you run into issues or need additional help, please reach out to our support team by clicking Support on the top right of Docket: