Collection analytics

Open Traceability → Collections → Analytics. Five tabs, each answering a different question.

Dashboard

Collection charts - volume and value over the season. On the collections list and similar tables, Quick Range can jump to This year, Last year, This season, or Last season. See Filter by date.

Location charts use the same level toggle as the home page. On the second location level, the first-level code is shown on the bar and rows sort by that first level. Each graph has a View lots or View collections link, and clicking a slice or bar opens that table with the matching filter.

Collection Activity

The map. Where collection actually happened, which is often not where you assumed.

Open a lot and choose Map to see that same map for the lot alone. There is no filter bar. Points also include logistics records and other activities that have a recorded position. Collection, activity, and logistics points use different colours.

Operator Totals

Totals by operator and collection point, with the purchase location levels used when a collection is recorded shown on that same row.

This tab is more interactive than it looks:

The operator email sits under the operator name.
The collection location code sits under the location name.
Purchase location columns follow the organisation’s purchase location hierarchy. They show the location for that collection point and do not split the table into extra rows. If that collection point has more than one purchase location, or some collections have no location, those columns stay empty.
If Collection ID is turned on for the organisation, that column appears as a count. Click it to see the collection IDs, the same way as receipts.
Click a supplier, receipt, collection ID or lot count to see the underlying values. Use Copy all or the copy icon next to a row to copy the list.
Click a collection point to open those collections on the Stages tab.

Export Operator Totals when you need a list of each collection point and who delivered there - it’s the report most operations teams end up wanting.

Facility Totals

Same numbers as Operator Totals, but each facility appears once. Collections by every operator at that site are combined into one row.

Click a supplier, operator, receipt, collection ID or lot count to see the names.
Copy all copies the whole popup list. The copy icon copies one row.
Click the facility name to open those collections on the Stages tab.
Group by Whole period if you want one row per facility for the selected dates. Group by day, week or month if you want the same facility broken out by time.

Season

The season view - totals for the collection period as a whole.

Where the raw lists are

The collection list itself: Collections → Collections
Payments: Traceability → Payments → Payment Transactions