Create an instant Courier report
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to generate filtered operational/financial results on demand.
Where to goAdmin Area → Courier & Logistics → Instant Report
What this guide helps you do
Generate filtered operational/financial results on demand. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Follow these steps
- Select report scope.
- Select a date preset or custom range.
- Select the entity filter when required.
- Run the report.
- Check lines and totals against source records.
Fields and options
Scopescompany, driver, vehicle, client or provider.
Presetstoday, yesterday, this_month, last_month, this_year or custom.
Rules and limits
- Custom ranges must be valid.
- Report output is derived from saved records; correct source data rather than the PDF.
Check it worked
- The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.
Security, audit and operational checks
- Use the exact record and least-privilege role before changing any state.
- Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
- Use protected document and image routes rather than exposing server filesystem paths.
- Keep customer, driver, provider, financial and credential data within the authorised workflow.
- For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.
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