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Third Party Allotment Report

Review AM/PM usage vs. allotment for third-party haulers, with change logs, graphs, and export tools for audit or performance tracking.

Overview

The Third Party Allotment Report tracks the truck usage and allotment limits for each third-party hauler over a selected date range. It compares how many AM and PM trucks were actually used against the company’s assigned allotment, making it easier to audit overuse or underutilization.

By default, the report loads the previous 30 days, but users can select custom date ranges. Due to the volume of data, longer ranges may take extra time to load.


Navigation:

To access this feature:

Go to: MMS > Dispatch > Third Party Allotment Report


✅ Primary Use Cases

  • Review third-party hauler usage against their assigned AM/PM truck limits

  • Identify over-allocation or underuse trends

  • Audit changes to allotments using the built-in change log

  • View a quick visual comparison of allotment vs. utilization

  • Export or print for reporting or compliance tracking


🧭 Layout & Functionality

🔹 Filter Controls (Top Section)

  • Date Range: Defaults to last 30 days; custom ranges supported

  • Choose a Company: Type to select one or more 3rd party haulers

  • Search Field: Below the dropdown, allows fast filtering of listed companies

  • Generate: Click to load data

🔹 Data Table Columns

Column

Description

Company Name

Third-party hauler company name

AM Usage / AM Allotment

# of trucks used vs. allowed for morning shifts

PM Usage / PM Allotment

# of trucks used vs. allowed for afternoon shifts

AM % / PM %

Usage as a percentage of the allotment

Audit Log

Click icon to open a log of allotment changes

Allotment vs. Utilization Graph

Opens a bar chart comparing usage vs. allotment for the selected day


🖥 How Allotments Are Set

  • Allotments are pulled from either:

    • The AM Trucks / PM Trucks values set for the company under Add/Edit Companies

    • Or, the total number of active trucks assigned to that company via Add/Edit Equipment


📊 Visualizations & Logs

  • Audit Log: Displays a timestamped record of changes to allotment values

  • Allotment vs. Utilization Graph: Bar chart comparing trucks used vs. allowed (split by AM/PM)


🖨 Export Options

  • Print Table

  • Download CSV


🗒 Notes & Behavior

  • Large date ranges may take time to load depending on number of haulers and dispatch volume

  • Totals for all displayed rows are calculated and shown at the bottom of the table

  • This is a read-only report — allotment values cannot be edited from this screen

  • Use Add/Edit Companies or Add/Edit Equipment to change allotments

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