Introduce Fulfillment Activity Report

Problem Statement

District Managers need a daily operational report to review and follow up on circulation changes, including starts, stops, vacation pauses/restarts, and missed deliveries for each print day.

Pelcro’s Bundle Tops already capture this delivery activity at the fulfillment level, including the associated vendor/carrier and route. However, there is currently no consolidated report that presents this information across fulfillments in an operational format similar to the existing District Manager Report.

A generic Fulfillment Activity Report is needed to consolidate daily fulfillment activity and group it by Vendor/Carrier for all vendors.

User Story

As a District Manager,

I want to view the circulation activity for a selected print day, grouped by Vendor/Carrier and Route,

so that I can review and follow up on starts, stops, vacation pauses/restarts, and missed deliveries with the responsible carriers.

Definition of Done

• A new Fulfillment Activity Report is available under Reports.

• The report is generic and is not tied to a specific fulfillment.

• The user can select a fulfillment creation/delivery date.

• Activity is consolidated across the relevant fulfillments and Bundle Tops for the selected date.

• The report is grouped as:

• Vendor/Carrier

• Route

• Subscriber activities

• Each vendor/route displays the applicable:

• Starts

• Stops

• Vacation Pauses

• Restarts

• Missed Deliveries

• Each subscriber activity displays:

• Subscriber

• Delivery address

• Phone number

• Quantity/Copies

• Activity type

• Effective/Delivery date

• Resume date, when applicable

• Totals are displayed per route for the supported activity types, following the approach of the existing District Manager Report, which provides starts/restarts/stops/complaint totals after each route/vendor.

• Totals are displayed per Vendor/Carrier across its routes.

• Existing Bundle Top data is reused for starts, stops, pauses, routes, carriers and resume dates.

• Missed deliveries are included using Pelcro's existing applicable delivery issue data.

• The report can be exported/downloaded.

• Legacy District → Zone → Region → Area rollups and legacy source/reason codes are out of scope for V1.

• Legacy District/Zone/Region hierarchy, source/reason codes, complaint-per-1,000 calculations and other legacy District Manager Report fields are out of scope for V1.