Reports
Reports are documents that
The types of reports included in the module are,
- Jobs Report
- Invoice Report
- Daily Report
- Status Report
- Clearance Report
- Container Report
- Terminal Report
- Description Report
- Dispatch Report
- Pull Out Report
Jobs Report
Job Report furnishes the report which portrays the job related activities.
Reports are given based on the filters applied,
- Date
- Statjob-reportus { Pending / Cancel / Complete }
- Activity
- Services
- Customers
- Jobs
- Invoice Status
Center part of the page displays the Total Number of Jobs, Pending Jobs, Completed Jobs, Cancelled Jobs based on the filters applied.
It manifests the details related to jobs such as Customer, Build { Final Invoice }, UnBuild {Approved Cost Sheet not converted into Final Invoice }, Latest Status according to Job Status, Containers if have any along with the quantity, Date of Creation.
The Filtered data can be printed out using the Print button given next to Search Button. This prints the whole page of data.
The Video inserted below explains you the working of " Job Report " to have a better understanding
Invoice Report
Invoice Report and Sales Report are homogenous and Interchangeable.
Invoice Report furnishes the Sum of Each Invoice along with its Job , Income and Commission percentage given/allotted to Salesman.
Refer Sales --> Sales Report for the detailed functioning of the segment.
The Video inserted below explains you the working of " Invoice Report " to have a better understanding
Daily Report
Daily Report has the list of jobs under the import and export section on a daily basis.
Report has AWB / Bill of Lading , Vessel Number and Container details along with the respective jobs.
Based on the Activity Code { import / export }, ETD, ETA selected during the job creation, jobs are segregated under three different sections namely Book, Intransit and Arrived .
Based on the Activity Code Selected the jobs are segregated among import and export sections.
- Import / Export :
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Import / Export has different sections in the same page based on the number of days between ETA and ETD.
E.g If there are multiple jobs with 10 - 20 days , 20 - 40 days and more than 60 days as their time period, then the jobs are grouped based on the time period in both import and export sections.
The Types of Services involved in a particular job are indicted along with the JobNo.
- Intransit
-
Intransit has a list of jobs which is in motion. Based on the ETD/ETA given, the jobs are moved to the Intransit section which includes both Import and Export.
Import and Export Status is segregated based on the activity code selected.
- Arrived
- Arrived has a list of imported and exported Jobs based on ATA/ATD
This has two segments based on the job which is completed or not completed yet.
- Not Completed
- Complete
Status Report
Status Report furnishes the status of the consignmens along with the posting date of the respective job.
It shows the activity code, Last Status of the consignment updated, ETD and ETA of the selected job / Customer.
The List of jobs are fetched based on the filters applied.Filters Include,
- Date Filter
- Type of Activity
- Status of the Job
- Customers
- Jobs
Click Search once the filters are applied. The Selected List can be Print with the Feature Available next to Search.
Actions Performed
Right Clicking on the Column provides the below,
Status : An Email can be sent to the customer regarding the current status by choosing the parameters like Service Type, Posting Date, Status Category and Default Content (which needs to be conveyed).
Edit
The Video inserted below explains you the working of " Status Report " to have a better understanding
Clearance Report
Clearance Report furnishes the data related to Custom Clearance. This gives the Date of Clearance, Bayan No, Bayan Date, Deliver Order No and Date in respect to the job and customer.
The list is specified based on the following filters,
- From and To Date
- Type of Activity
- Status of the Job
Click Search to apply the filters selected over the Jobs / Customers.
The Video inserted below explains you the working of " Clearance Report " to have a better understanding
Container Report
Container Report provides you the review of the containers associated with the Jobs.
Report Serves the details such as Container No, Terminal, Size and Type of the Container, type of Shipment (Dangerous / Non Dangerous), Volume , Tare weight and Remarks.
Use the following filters to fetch the required data,
- Date Filter
- Terminal
- Status of Job
- Container Size and Container Type.
Click Search to Proceed.
The Video inserted below explains you the working of " Container Report " to have a better understanding
Terminal Report
Terminal Report Serves the attributes of the Terminal section wherein the details of Consignment arrival can be viewed.
Report Provides details such as Consignee, Estimated Time of Consignment Arrival, Delivery Date (Actual) in respect to the Job.
Available Filters to Sort data are,
- Date Filter
- Type of Activity
- Type
- Status of the Job.
Click Search to Proceed.
The Video inserted below explains you the working of " Terminal Report " to have a better understanding
Description Report
Description Report exhibits the list of data based on the description selected.
Also, based on the Type { Normal / Cost Sheet } Selected multiple sections of data can be displayed.
Normal Type
Normal Type has SI(Supplier Invoice), PV (Payment Voucher), TC(Terminal Cost), MR (Material Request), TA(Truck Allocation), CD(Container Deposit) , Total Sales and Income in regards to the description Selected.
Clicking on the column gives you the list of invoices involved to that particular description and the same can be taken a print out / Simply Viewed
Cost Sheet
Cost Sheet section displays the Income earned vs Cost Sales and Net Sales.
Clicking upon the column displays the list of Cost Sheets that the selected Description holds. The invoice can be viewed and Print out can be taken from the feature given along with each cost sheet.
Dispatch Report
Dispatch Report furnishes the invoices that are being dispatched along with the medium of dispatch.
It Provides attributes such as Customer , the medium of Invoice Dispatch , Employee who is carrying the Invoice (if the Medium/ Mode is Direct , Number of Invoices, Job Posting date and the one who creates the Job.
Filters Available to Segregate data are,
- Date Filter
- Customer
- Method of Dispatch
- Invoice Carried By
Select Search to proceed.
Actions Performed
Double Clicking on the row no exhibits the dispatched invoice associated with it in a pop up window.
Invoice Details displayed in the pop up window are Job Number , Currency, Customer , Amount along with Tax.
The Invoice can be printed with the help of Print Button Available along with the basic invoice details.
Advanced Features : (Common to All Reports)
Non Numerical Data can be sorted in alphabetical order and Numerical data can be sorted in ascending order.
Press the Double Directed Arrow available next to every column to sort the data displayed.
Actions Button available next to search has options like Print, Export as Excel, Download PDF, Send Email.
The Video inserted below explains you the working of " Dispatch Report " to have a better understanding
Pullout Report
Pull out Report shows the following data based on the filter selected,
- Date Filter
- Terminal
- Container Size
- Container Type
Select Search to Proceed.
Report displays the particulars of a container such as Container No, Job, Terminal, Customer , Size , Type , Seal No, Weight, Tare Weight and VGM based on the terminal and container features selected.
