Run an instant provider report
Follow this guide to filter the instant report to the provider scope. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Courier & Logistics → Instant Report
What you’ll accomplish
Filter the instant report to the provider scope. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Follow these steps
- Select Scope: provider.
- Select the required entity if applicable.
- Select date preset or custom range.
- Run and reconcile the result.
Fields and options to review
This action uses the values already stored on the selected source record. Review that record before continuing.
Rules the system enforces
- Use the source jobs, expenses, settlements and invoices to verify any questioned value.
How to confirm 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.
Continue with related guidance
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