trackgo-be/docs/report-list.md

TrackGo Reports

Reports implemented in the report engine. Columns reflect available data only — fields from the legacy PMPS UI without backing tables are omitted.

Sales reports (sales_report)

Report Sales Order

Column	Source
Date	sales_orders.date
Branch	branches.name
Division	divisions.name
No. Sales Order	sales_orders.code
Customer	customers.name
Invoice Amount	SUM(sales_order_products.quantity * price)
Sales Rep.	employees.name
Last Status Order	sales_orders.status

Report Request Order

Column	Source
Date	sales_requests.date
Branch	branches.name
Division	divisions.name
No. Request Order	sales_requests.code
Customer	customers.name
Sales Rep.	employees.name
Status	sales_requests.status

Report Invoice

Column	Source
Date	sales_invoices.date
Branch	branches.name
Division	divisions.name
Customer	customers.name
Customer code	customers.code
Sales Order No.	sales_invoices.sales_order_code
Invoice No.	sales_invoices.code
Status	sales_invoices.status
Sales Rep.	employees.name
Balance	sales_invoices.balance

Report Payment

Column	Source
Date	sales_payments.date
Payment No.	sales_payments.code
Customer code	via sales_invoices → customers.code
Branch	via invoice → branches.name
Division	via invoice → divisions.name
Sales Rep	via invoice → employees.name
Invoice ID	sales_invoices.code
Invoice Amount	sales_invoices.balance
Payment Amount	sales_payment_invoices.amount
Status	sales_payments.status

Report Visit Plan

Column	Source
Date	plans.date (purpose = sales)
Sales Rep	employees.name
Branch	start branch name
Plan	count of plan_destinations
Invoice	count of plan_invoices
Status	plans.status

Logistics reports (logistics_report)

Report Packing Slip

Column	Source
Date	packing_slips.date
Sales Order No.	packing_slips.sales_order_number
Packing Slip No.	packing_slips.code
Customer	customers.name
Status	packing_slips.status

Report Delivery Plan

Column	Source
Date	plans.date (purpose = logistics)
Sales Rep	employees.name (driver)
Branch	start branch name
Plan	count of plan_destinations
Packing Slip	count of plan_packing_slips
Status	plans.status

Not built (no backing data)

These reports from the legacy PMPS list require visit tracking, permissions, or alerts tables that do not exist in TrackGo:

• Report Performance (sales and logistic)
• Report Sales Permission / Report Logistic Permission
• Report Alert (sales and logistic)

Also omitted as columns everywhere: Visited, Break Time, Driving, Stop Time, Cancel, Alert counts, and live visit actuals.