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Reports & analysisIHT Analysis By Customer
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IHT Analysis By Customer

The book of work your own fleet actually performed, pivoted customer, then site, then service. It’s the in-house twin of Subcontract/Brokerage Analysis — same shape, opposite side of the business.

You’ll find it under Analytics › Transport (IHT) in the sidebar. IHT stands for in-house transport: your own drivers and your own trucks.

Where the figures come from

The two screens answer the same question about different work, and they get their answers from different places. Brokerage analysis reads what your subcontractors invoiced you. In-house work has no such invoice — nobody bills you for your own truck — so this screen reads the completed collections themselves.

Each collection is classified by who did it: if the run’s driver is one of your employees it’s in-house, and anything else is subcontracted. That’s the same rule the Xero export and the reporting views use, so the two screens agree with each other and with your invoicing.

What a row is

One row per service line — a site, a waste stream and a container — that had at least one in-house collection in the window you’re looking at.

Work that was entirely subcontracted never appears here; it’s on the Brokerage screen instead. So the two together cover everything, without double-counting.

If a service was split during the period — some collections in-house, some subcontracted — the row shows the dated timeline so you can see how it broke down. The quantity and revenue figures count the in-house portion only.

Revenue, and what’s deliberately absent

Revenue is your sell price from the rate card, multiplied by what was actually collected, and priced the way the service is charged — a bin lift on its per-lift rate, weight-based work per tonne, a transport movement per movement.

There is no cost or margin here, by design. This is a revenue-and-volume view. If you want margin, that’s the brokerage side, where a supplier invoice gives you a real cost to compare against.

The columns

The first three columns — Customer / Site, Material and Container — are frozen to the left so they stay in view as you scroll. The rest are gathered into sections you show or hide from the toolbar:

SectionWhat’s in it
Service scheduleHow the service is set up: frequency, collection days, scheduled quantity, weight limit and the excess $/kg. Turning this on also reveals the customer, site and service-schedule IDs.
Transport / deliveryThe scheduled model (IHT or 3PT), and what was actually performed this period.
Activity (Work Performed)Lifts, M³, sell rate per unit and revenue. Expanding it adds job lines and total quantity.
@ Xero / AR statusLive overdue and unpaid amounts for the customer, where your Xero connection reads invoices.

M³ is cubic metres actually collected — container size × collections — and counts bin-lift and hooklift transport jobs only. Weight-based lines carry no volume, so they contribute nothing to it.

The weight limit column shows the allowance exactly as it was typed on the service schedule, unit and all. That field is free text, so you’ll see 180 kg, 180KG and bare numbers side by side. It’s shown raw on purpose — inconsistent values are easier to spot and tidy up when they aren’t quietly normalised.

The scheduled model column

Each row also shows how the service is set up to be delivered, alongside what actually happened. When those disagree — a service marked as subcontracted that your own trucks have been running all month — the row isn’t wrong, it’s telling you the service record is out of date.

Treat mismatches as a tidy-up list rather than an error. The figures are based on what genuinely happened; it’s the service’s setting that needs correcting.

Dates

Presets for This month and Last month, or Custom with your own from and to dates. Everything on the screen follows the window you choose.

Some organisations also see a band of live Xero receivables alongside the performance figures. It only appears where the Xero connection can read invoices — if you don’t see it, that’s why.

Next: Subcontract/Brokerage Analysis for the subcontracted half of the picture.

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