Why Waste Reporting Matters
Every waste business generates data — WTNs, dockets, season ticket loads — but most businesses cannot easily answer basic questions from it without significant manual effort.
How many tonnes did we move last quarter? Which customer is our biggest by weight? What EWC codes are we reporting most frequently? Are there any gaps in our records before the EA comes?
For businesses running on paper or basic spreadsheets, answering these questions means physically counting notes, manually entering data into Excel, and hoping nothing was missed. For businesses using WasteBolt, it means opening the report builder and applying a filter.
This guide covers how WasteBolt's reporting works, what you can export, and how it connects to other tools in the platform including Ask Bolt AI queries and quarterly waste returns.
The Report Builder — What It Shows
The WasteBolt report builder (/reporting) combines your WTN records and docket records into a single unified dataset. Double-counting is prevented automatically — dockets that were created as part of a WTN are excluded from the docket count, so each movement appears once.
Summary stat cards
Four headline figures appear at the top of every report:
Total loads — the count of records matching your current filter set. This is the number of individual waste movements, not the number of customers or vehicles.
Total weight — the sum of net weights across all matching records. Displayed in both kg and tonnes. You can toggle the weight unit between kg and tonnes for the entire report with one click.
Average weight per load — the mean net weight across all matching records. Useful for spotting changes in load size — if your average is dropping, drivers may be taking more smaller loads which has cost and compliance implications.
Quick Capture count — the number of Skippy docket captures within the filtered period. Useful for understanding how much of your volume is coming through the Skippy quick capture workflow versus full WTNs.
Top 5 breakdown cards
Three scrollable cards show the top five performers in each dimension for the filtered period:
- Top 5 products by weight — which waste types are your highest volume by tonnage
- Top 5 customers by weight — which customers are generating the most waste
- Top 5 EWC codes by weight — which classifications dominate your movement data
These breakdown cards update instantly when you change a filter — switching from "this month" to "last quarter" immediately shows the top performers for that period.
Detailed data table
Below the summary cards, a full record-level table shows every individual movement matching your filters. Each row includes:
- Date of transfer
- WTN or docket reference number
- Source type — WTN, Docket, or Skippy (with skip type badge for skip hire operations)
- Created by — which team member logged the movement
- Vehicle registration
- Customer name
- EWC code
- Waste type / product name
- Carrier / haulier name
- Net weight in kg
The table is sortable by any column and supports pagination for large datasets.
Filters — Getting to the Right Data
The report builder has six filter dimensions. You can apply any combination — all filters work together and the results update immediately.
Date range Pre-set options: This week, Last week, This month, Last month, This quarter, Last quarter, This year, All time. Plus a custom date range picker for any specific period. The active date range is shown prominently above the results.
Customer Dropdown populated from customers who appear in your movement data. Filter to a single customer to see all movements for that account across any period — useful for producing customer-specific reports.
Product / Waste type Filter by specific waste product names. Useful for understanding the volume and frequency of a particular waste stream — e.g. "how much mixed C&D waste did we move this year?"
EWC code Filter by specific EWC codes. The dropdown is populated from codes that appear in your actual data. Useful for regulatory reporting where you need tonnage for a specific EWC classification.
Haulier / Carrier Filter by carrier company. Useful for carrier performance analysis — how many loads did a specific carrier handle, what was the average weight, were there any anomalies?
Source type Filter to show All movements, Dockets only, or WTNs only. The WTN-only view is useful for compliance reporting — it shows only formally documented transfers, excluding quick docket captures.
An active filter count badge appears next to the filter panel heading — it tells you how many filters are currently active so you always know if results are being narrowed. A single "Reset all filters" button clears everything and returns to the full dataset.
Exports — CSV and PDF
CSV export
The CSV export downloads all records matching your current filters as a spreadsheet-compatible file. Every column from the data table is included — date, reference, source type, customer, EWC code, product, carrier, vehicle, weight.
CSV is the right format when you need to do further analysis in Excel, import data into another system, or share raw data with an accountant or consultant.
Tip: Apply your filters before exporting. A customer-filtered CSV gives you exactly the data for that customer's reporting period without needing to filter the spreadsheet afterwards.
PDF report
The PDF report generates a multi-page formatted document containing:
- Your company header
- The active filter criteria (so the recipient knows what the report covers)
- The four summary stat boxes — total loads, total weight, average weight, quick capture count
- The top 5 breakdown cards — products, customers, EWC codes
- The full detailed data table
PDF is the right format for formal reporting — sending to a client, presenting to management, or filing as part of an audit trail. The report is professionally formatted and ready to share without further editing.
Download All Docs
When you have a single customer filter active, a "Download All Docs" option appears. This generates a batch export of all individual WTN and docket PDFs for that customer in the filtered period, combined into a single downloadable file.
This is particularly useful for:
- End-of-quarter reporting to a customer — send them all their WTNs for the period in one file
- EA audit preparation — pull all documentation for a specific customer or site
- Dispute resolution — quickly produce every movement record for a contested period
Connecting Reports to the Rest of WasteBolt
The report builder sits within a wider reporting ecosystem in WasteBolt:
Ask Bolt AI — for ad hoc questions and conversational data analysis, use Ask Bolt. It answers natural language questions about your data without needing to set up filters. Best for quick investigations, anomaly checks, and summaries. The report builder is better for structured formal exports.
Quarterly Waste Return — the waste return tool generates the specific breakdown format needed for regulatory quarterly returns — by customer, EWC code, waste type, and recovery/disposal code. It is separate from the main report builder because the format and grouping are different from a general management report.
Compliance Hub — individual WTN records are stored in the Compliance Hub, where you can search, filter, and access any note directly. The report builder aggregates across all records; the Compliance Hub lets you drill into individual documents.
Access — Who Can Use the Report Builder
The full report builder at /reporting is available to admin users only. Seat users (drivers and team members) do not have access to the report builder.
This is intentional — the report builder shows the full team dataset and all customer data. Seat users see only their own movements in the areas of the app they can access.
Both admin and seat users can access:
- Ask Bolt AI queries — seat users see only their own data
- The quarterly waste return — seat users see only their own data
- Saved prompts management
Practical Workflows
Monthly client reporting At the end of each month: open report builder → set date range to last month → filter to specific customer → export PDF report → send to client. Takes under two minutes.
EA audit preparation Open report builder → set date range to the period under review → review for any obvious gaps → use "Download All Docs" for each customer → have complete PDF documentation ready. Combine with an Ask Bolt anomaly check to surface any data quality issues before the auditor does.
Quarterly management review Set date range to last quarter → no customer filter → review top 5 products and customers → toggle between kg and tonnes for the right unit → export PDF for management presentation.
Carrier performance review Filter by a specific carrier → all time → review load counts, average weights, and any anomalies in the data table. Useful before renewing a carrier relationship or when reviewing a disputed invoice.
Frequently Asked Questions
Does the report builder include hazardous waste movements? Yes. All WTN types are included in the report builder — standard WTNs, hazardous consignment notes, and season ticket dockets. You can filter by EWC code to isolate hazardous movements (EWC codes ending in an asterisk indicate hazardous waste).
Can I schedule automated reports? Not currently. Reports are generated on demand. For regular reporting workflows, saved prompts in Ask Bolt or a bookmarked filter combination in the report builder are the fastest way to run the same report repeatedly.
Does the CSV export include all my historical data? The CSV export includes all records matching your current filters. If you set the date range to "All time" with no other filters, you will export your complete movement dataset.
Is the report builder available on mobile? The report builder is accessible on mobile but is designed primarily for desktop use — the stat cards, breakdown charts, and data table work best on a larger screen. For quick mobile-friendly queries, Ask Bolt is the more practical tool on a phone.
How does double-counting prevention work?
Dockets that were created as part of a WTN — where source_wtn_id is set — are excluded from the docket count in the report builder. The WTN covers that movement. Standalone Skippy captures and manually created dockets are included. This ensures each physical waste movement appears exactly once in your report.
Last updated: June 2026. The report builder is available to admin users at /reporting. CSV and PDF exports are included on all paid WasteBolt plans.