> ## Documentation Index > Fetch the complete documentation index at: https://support.fieldko.com/llms.txt > Use this file to discover all available pages before exploring further. # Orders and Pack-Outs > Build reports on FieldKo orders by store and product, order value per visit, and pack-out rate against target. Order reports show what reps sell in the field, and order value per visit links that revenue to visit activity. Pack-out reports show how quickly reps or merchandisers stock shelves. Use this recipe to build both from the orders and pack-outs that reps record in the FieldKo Atlas app. FieldKo uses its own **FieldKo Order** and **FieldKo Order Line Item** objects, not the standard Salesforce Order object. An order placed on a visit is linked to it through the order's **Visit** field. **Order Amount** is the order total after discounts, and **Total Price** is the total before discounts. Each **Pack Out** record holds the start and end time, **Cases Packed Out**, and calculated rates. ## User Permissions Needed | To do this | You need | | - | - | | Create, edit, and save reports | Create and Customize Reports | | See FieldKo orders in reports | FieldKo Manager Permission Set | | See pack-outs in reports | FieldKo Manager Permission Set and FieldKo Native Permission Set | ## Before You Begin Report 1 uses a report type that comes with FieldKo. Reports 2 and 3 need report types that your admin creates, as described in [Report Folders, Sharing, and Custom Report Types](/platform/reports/folders-and-report-types): * **Visits with or without FieldKo Orders:** Primary object **Visits**, related object **FieldKo Orders**, "A records may or may not have related B records". Include **Order Amount** and **Status** from the order. If you already asked for this for [strike rate](/managers/platform/recipes/call-compliance), use the same one. * **Pack Outs:** Primary object **Pack Outs**, with the visit's **Sales Representative** and the account's region fields added through lookups. ## What You'll Build * **Order Value by Store and Product:** What each store ordered this month, by product. * **Order Value per Visit:** Order value divided by completed visits, for each rep. * **Pack-Out Rate:** Minutes per case for each rep, compared with target. ## Report 1: Order Value by Store and Product ### Report Type **Accounts with FieldKo Orders with FieldKo Order Line Items** ### Filters | Filter | Value | | - | - | | Show Me | **My team's accounts** | | **Created Date** (FieldKo Order) | **This Month** | ### Group By 1. **Account Name** 2. **FieldKo Pricebook Entry** (the product's price book entry) ### Columns and Summary Formulas Add **FieldKo Order Name**, **Created By**, **Quantity**, and **Total Price**. Summarize **Quantity** and **Total Price** with **Sum**. This report type includes line item values, but not the order's **Status** or **Order Amount**. Line item **Total Price** doesn't include order-level discounts. For net values or to filter by status, ask your admin to add **Order Amount** and **Status** to the report type. ### Chart Suggestion A horizontal bar chart of **Sum of Total Price** by **Account Name**, limited to the top 10 stores. ## Report 2: Order Value per Visit ### Report Type **Visits with or without FieldKo Orders** ### Filters | Filter | Value | | - | - | | **Status** (Visit) | equals **Completed** | | **Actual Start** | **Last Month** | ### Group By **Sales Representative** ### Columns and Summary Formulas Add **Subject**, **Account**, **FieldKo Order Name**, and **Order Amount**. Summarize **Order Amount** with **Sum**. Then add a summary formula named `Order Value per Visit`, with **Currency** formatting: ```text theme={null} Order Amount (Sum) ÷ Record Count ``` In the formula editor, insert **Order Amount** and select **Sum**, type `/`, and then insert **Record Count**. The report has one row for each order and one for each completed visit without an order, so the record count is close to the number of completed visits. ### Chart Suggestion A column chart of **Order Value per Visit** by **Sales Representative**, next to the strike rate chart from [Call Compliance and Strike Rate](/managers/platform/recipes/call-compliance). ## Report 3: Pack-Out Rate ### Report Type **Pack Outs** ### Filters | Filter | Value | | - | - | | **Status** | equals **Completed** | | **Pack Out Start Time** | **Last Week** | ### Group By 1. **Sales Representative** 2. Optional: **Category** ### Columns and Summary Formulas Add **Store**, **Cases Packed Out**, **Pack Out Duration (minutes)**, **Pack Out Rate (minutes)**, **Target Pack Out Rate (minutes)**, **Pack Out Rate Target Achievement**, and **Location Compliance**. Summarize **Cases Packed Out** and **Pack Out Duration (minutes)** with **Sum**, and add a summary formula named `Minutes per Case`: ```text theme={null} Pack Out Duration (minutes) (Sum) ÷ Cases Packed Out (Sum) ``` A lower number is faster. This gives a truer team rate than averaging **Pack Out Rate (minutes)**, because large and small pack-outs count in proportion to their cases. | Field | What It Shows | | - | - | | **Pack Out Rate (minutes)** | Minutes spent per case on this pack-out | | **Pack Out Rate Target Achievement** | **Target Pack Out Rate (minutes)** divided by **Pack Out Rate (minutes)**. 100% or more means the target was met. Blank unless a target is entered. | | **Location Compliance** | **Excellent** when the average distance of the start and end locations from the store is less than 500 meters, **Average** from 500 to 1,000 meters, and **Poor** when more than 1,000 meters | ### Chart Suggestion A bar chart of **Minutes per Case** by **Sales Representative**, and a donut chart of record count by **Location Compliance**. ## Variations * **Average order value:** In Report 2, filter **FieldKo Order Name** not equal to (blank), and divide **Order Amount** (Sum) by **Record Count**. * **Orders by product category:** In Report 1, group by the price book entry's product category if your admin adds it to the report type. * **Pack-outs per day:** Group Report 3 by **Pack Out Start Time** by day. ## Tips * Orders placed without a visit, which reps can do when **Enable Order 2.0** is on, have no **Visit**. They appear in Report 1 but not in Report 2. * Orders saved offline appear after the rep syncs. * **Target Pack Out Rate (minutes)** isn't filled in automatically. Agree with your admin who enters targets, or **Pack Out Rate Target Achievement** stays blank. ## See Also * [Retail Execution Metrics](/managers/platform/retail-metrics) * [Call Compliance and Strike Rate](/managers/platform/recipes/call-compliance) * [Set Up Products, Ordering, and Ranging](/admin/products-ordering-ranging) * [Track Your Team's Performance](/managers/monitor-your-team) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.