Instant reports and scheduled summaries

Use the today instant-report period

Apply the today date selection consistently.

Audience: Courier operations staffPermission: Courier: Manage financeModule v2.0.0
Exact navigationAdmin Area → Courier & Logistics → Instant Report

What this guide covers

Apply the today date selection consistently. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.

Exact step-by-step process

  1. Choose today.
  2. Confirm the resolved start/end dates.
  3. Run the report.

Fields, choices and supported possibilities

This action uses the values already stored on the selected source record. Review that record before continuing.

Code-backed validations and workflow rules

  • Date boundaries are resolved by the report model; custom dates must be supplied explicitly.

Expected result and verification

  • 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.