Recurring Route Performance Report Overview

The Recurring Route Performance report gives you a deeper look at what happened across every stop on your recurring routes, not just what's happening today. It breaks completion, issues, and failures down by route, service type, and day of the week, so you can catch a problem before it costs you a customer.

Quick stop and route status still lives in the Docket app, right next to your routes and stops. This report is built for anyone who wants more: trends over time, route comparisons, and a full, exportable log behind every number. It only covers stop activity, so you won't find payment or invoice amounts here.

Before You Start

• By default, Admins and Office Staff have access to Reports. Admins can also choose to grant access to other roles. 
• If you don't see the Reports option in your menu, you may not have the necessary permissions. Reach out to your Admin for access.
• If you are an Admin and would like to grant additional employees access to reports, please check out this article. 
• This report only covers stop activity. It doesn't include payment or invoice information. 
• Paused stop counts can run higher than expected on some routes.
• If a recurring stop sits on more than one route, only the most recently started route is shown for it. 

Key Features

• Summary: Shows the headline numbers for whichever tab you're on, like completion rate on Overview, customers affected on Issues, and undocumented failures on Failures. 
• Filtering Options: Filter results by date range, timezone, route, service type, location, customer, and whether a stop has photos or driver notes attached. 
• Report Tabs: Switch between four tabs, Overview, Issues, Failures, and Dataset, each giving you a different lens on the same stop data, from quick trends to the full row-level table.

Recurring Route Performance Report Stop Outcomes

Every stop on a recurring route lands in one of four outcomes: Completed, Failed, Paused, or Not Started. The report uses these same four outcomes throughout every tab.

• Completed: The stop was serviced.
• Failed: The stop was attempted, but service wasn't completed as planned.
• Paused: The stop didn't run that day. 
  • Please Note: This count can run high on some routes.
• Not Started: The stop is scheduled, but service hasn't started yet.

A stop can also carry an issue, separately from its outcome. If a driver logs a problem at a stop, like a bin not being out, that stop shows as “Issues Reported” in the Issues and Failures logs, and as “Completed — Issue Reported” in the Outcomes by Weekday chart. A stop with an issue can still be completed. It just means the driver ran into something worth flagging. 

Most of the report's rates compare against attempted stops: completed plus failed. Paused stops are left out of that calculation, since they were never attempted.

Run the Recurring Route Performance Report 

To run the Recurring Route Performance Report, follow these steps: 

1. Click “Reports” in the left-hand menu under Administration.
2. Scroll down to find Recurring Route Performance Report listed under Operations Reports. 
3. Click the “Open Inline” icon to run the report in Docket.

Please Note: For more information on other ways to run a report,  please check out this article. 

Recurring Route Performance Report Filters

Every tab shares one set of filters. Click "Filters" in the top right to open the panel. The button shows how many filters are currently active. 

• Date: The date range the report covers. Defaults to the last 2 weeks, including the current week.
• Timezone: The timezone used to calculate every date and time in the report. Defaults to Eastern Time (US & Canada).
• Route Name: Narrows the report to one or more recurring routes. Defaults to all routes.
• Service Type: Filter the report to Dropoff, Empty, Pickup, or Multiple (stops with more than one service type). Defaults to all service types.
• Location Name: Narrows the report to one or more service locations. Defaults to all locations.
• Customer Name: Filter the report to one or more customers. Defaults to all customers.
• Has Attachments: Narrows the report to stops with or without a photo attached. Defaults to both.
• Has Comments: Filter the report to stops with or without a driver note. Defaults to both.

Recurring Route Performance Report Tabs 

Click between the four tabs at the top of the report to focus on just the route information you need, without scrolling past everything else. 

• Overview: How your recurring routes are doing overall.
• Issues: Where drivers are running into problems, and whether you can back it up with a photo.
• Failures: Which stops didn't get serviced, and whether you know why.
• Dataset: The full, row-level table behind every number on the other three tabs.

Overview Tab

This tab answers how your recurring routes are doing overall, for the date range you've selected.

Summary

The Summary gives you a quick read on how your recurring routes performed over your selected date range: how many stops were completed, how many failed, and how many had an issue reported. It also breaks those outcomes down by day of the week, so you can spot which days are carrying the most volume or the most problems.

The categories in this summary are: 

• Completion Rate: Completed stops as a share of attempted stops.
• Failed Stops: The count of failed stops, and their share of attempted stops.
• Stops With Issues: The count of stops with a reported issue, and their share of attempted stops.
• Outcomes by Weekday: A stacked bar chart showing stops for each day of the week, split into Completed, Completed — Issue Reported, Failed, and Paused. The total for each day appears above its bar.

Compare Routes and Service Types

Below the Summary, two charts let you compare performance by route and by service type.

• Top Routes: A route leaderboard. Choose Top N, Bottom N, Top percentile, or Bottom percentile, and set how many routes to show. Sort by Completion, Issues, or Failures.
• Service Mix: A donut chart showing stops by service type, Pickup, Empty, Dropoff, or Multiple, with counts and percentages. Sort by Completion, Issues, or Failures.

Issues Tab

This tab answers where drivers are running into problems, and whether you can back it up with a photo if a customer disputes it. An issue is a problem the driver logged at a stop, like a bin not being out. Stops with an issue can still be marked Completed.

Summary

The Summary shows how many stops had a reported issue over your selected date range, plus how many customers and routes were affected and how well those issues are backed up with photos. A daily trend line shows whether issues are climbing or easing off.

The categories in this summary are: 

• Stops With Issues: The count of stops with a reported issue, and their share of attempted stops.
• Customers Affected: The number of distinct customers with at least one stop that had an issue reported.
• Routes Affected: The number of recurring routes with at least one reported issue in your date range.
• Documented Issues: The share of reported issues that have at least one driver photo attached.
• Issues Over Time: A line chart showing stops with issues per day, with a dashed line marking the average per service day.

Issues by Route and Week

This heat map shows which routes are generating the most issues, and in which weeks. Routes are listed down the left, weeks run across the top, and darker cells mean more issues. Row and column totals are included.

Issues Log

This table lists every stop with a reported issue in your date range, newest first. Columns include Date, Customer Name, Route, Status, Note, Reason, and Photo. 

Please Note: The Note column holds the driver's comment. Reason holds the recorded reason code, like bins-not-out. 

Failures Tab

This tab answers which stops didn't get serviced, and whether you know why.

Summary

The Summary shows how many stops failed over your selected date range, including how many came with no explanation from the driver. A daily trend line shows how your failure rate is moving over time.

The categories in this summary are: 

• Failed Stops: Stops where service was attempted but not completed.
• Undocumented Failures: Failed stops where the driver didn't record a reason. These are the hardest to explain to a customer.
• Routes with Failures: The number of recurring routes with at least one failed stop in your date range.
• Avg Failures per Day: The average number of failed stops per day that had service activity, shown alongside the period's overall failure rate.
• Failure Rate Over Time: A line chart showing the failure rate (failed divided by attempted) per day, with a dashed line marking the average failure rate.

Failure Rate by Route and Week

This heat map works the same way as the one on the Issues tab, but shows failure rate instead of issue count. Routes are listed down the left, weeks run across the top.

Failures Log

This table lists every stop marked Failed in your date range, newest first.  Columns include Date, Customer Name, Route, Status, Note, Reason, and Photo.

Please Note: A stop can appear in both this log and the Issues Log, since most failed stops also have a reason logged. This log only includes stops marked Failed. The Issues Log includes any stop with a reason logged, whether it was completed or failed. 

Dataset Tab

This is the full, row-level table behind every number on the other three tabs. Use it to filter, pivot, or export the raw data yourself.

The table is grouped first by outcome, then by the day a stop was completed, with a stop count at each level.

Column groups:

• Customer and Location: Customer Name, Location Name, Client Type, Address, City, State, Zip, County, Latitude, Longitude
• Route and Service: Route, Service Type, Activities Count, Date, Weekday Num
• Issues and Notes: Issues Reported, Has Comments, Subcategory (reason codes), Miss Cause
• Photos: Has Attachments, Image URL, Original Image URL
• Other: Timezone

Expand or Collapse Details in the Dataset Table

The table is grouped by Status and day, so you can collapse it down to just the top-level counts, or expand it to see every individual stop.

To expand or collapse a group, follow these steps:

1. Click the "-" icon next to a group you want to collapse.
2. Click the "+" icon next to a collapsed group to expand it again.

Please Note: Before exporting or sending the table, use the "+" icon at the top of the table to expand all rows if you want the full detail included. Only fully expanded rows appear in an exported or shared file. 

Sort the Recurring Route Performance Report

After using the filters based on your preferences, you have additional options to sort the data that is presented in the report.

To sort the report summary charts:

1. Hover over the chart so a menu appears in the top right corner of the section.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Sort.”
4. Select your “Sort By” preference.

The tables in the report work a little differently as you can use the headers of the columns to sort.

To sort the data in a table using the column headers:

Click the down arrow at the top of one the table’s column headers.

1. Select your sort preference or click the gear icon for additional options.
   • Each column can be sorted either alphabetically A-Z or Z-A OR numerically ascending or descending. For instance, the # Stops column will sort numerically while the Customer Name column will sort alphabetically.

Export or Send the Recurring Route Performance Report

You can download or email the tables in the Recurring Route Performance Report.

Export the Report

Once you have the table in the report displaying the information you want, you can download it for your records. 

1. Hover over the table so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”
4. Select your file preference in the list of options that appear in the dropdown and the report will download in the file format you selected.
   • When exporting as a PDF, you can choose Portrait or Landscape layout.

Please Note: You can export up to 1 million rows at a time. If your table contains more than 1 million rows, we recommend using filters to break the data into smaller, exportable chunks.

Send the Report

In addition to downloading the table in the report to your computer, you can also email it.

1. Hover over the table so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”

4. Click “Export…” at the bottom of the list under the Send section.

   
   
    

5. In the pop-up that appears, click into the Destination field and select “Email” in the drop-down menu.

   
   
    

6. Enter the email address of the recipient.

7. Click “Export” to send an email with the report attached.

   
   
    

Please Note: On the final screen, you can also customize the email subject and message, select specific attachments and file types, or send the report as a .zip file.

 

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!