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Transaction Creation Lead Time Report

See how far in advance orders are typically created, grouped by days or weeks, with filters and exclusions.

Written by Hrant Minasyan

The Transaction Creation Lead Time report shows how far in advance your orders are typically created — the gap between when an order is booked and when it starts — so you can understand booking patterns.


Where to Find It

Reports → Financial Reports → Transaction Creation Lead Time


What This Report Shows

  • Each lead-time bucket (days or weeks in advance)

  • Number of orders in that bucket

  • Each bucket's share of the total


Filters You Can Apply

  • Group by — days or weeks in advance

  • Date type — match the date range against the event date, order start date, or creation date

  • Date range — the period you want to review. A single report can cover up to about 13 months at a time; to review a longer span, run consecutive ranges and combine the exported files in Excel.

  • Order type and transportation type

  • Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)


⚠️ What This Report Already Filters Out

Note what this report leaves out automatically:

  • Order templates and deleted orders are excluded.


Exporting

You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.


Need Help?

If you have questions about the Transaction Creation Lead Time report, contact us at [email protected].

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