Special Features: Destination DND Report Category

Figure 3

Aside from the Common features, the Shipment report category offers the following special features:

• Create Schedule (Report Scheduler)
• Filter by
• Additional Filters

Create Schedule

This feature allows you to automate your reporting process, saving time and effort. With the Report Scheduler, you can schedule the generation and delivery of reports at the preferred intervals (even multiple schedules per day) and the preferred format (CSV or Excel) having the required information at hand.   You can find he details on the creation of the schedule in Create Schedule, in Special Features: Shipments Report Category.

Filter by

To set the filters

1. Select Currency. 
   Below the searchable drop-down menu, you can find currency exchange rates, the information on the latter is given relative to the currencies used in your contracts. 
   For example
   If you have used different currencies in your contracts, e.g., EUR, USD, RMB, and JPY, and you choose to convert them to USD, you will see the exchange rates for all 3 (three) – EUR to USD, RMB to USD, and JPY to USD rates.
2. Select Show Only Totals, if you don’t need information broken down per detailed calculation steps. (See Table 1 Show Only Total Selected.)
   If you leave it unselected you will get detailed information on the Free Time conditions set in the contracts, i.e., whether the day type was set as Calendar Days or Working Days, how many free days you had, overdue days, the subtotal and total costs per each period, as well as the overall total costs.
3. (Only in Returned Containers and Planning tabs) Select the Returned Containers From and To date. If you select the start date and do not select any option for the end date, then in the report, the requested period will be considered to end on the current date. However, you can set both start and end period in the past, and get the report for this exact time period.    
4. (Only in Returned Containers and Planning tabs) Select Include active containers, if you want the generated report to include not only returned containers, but also active containers i.e., the ones that have arrived at final destination and do not have valid “Returned” event.
5. (Only in Forecast tab) Select the Forecast days to view the incurred costs as of the current date and see the forecast for the upcoming days. 
   Available options: 1-10 days.
6. In all tabs (Active Containers, Returned Containers, Planning, Forecast), select Alternative container type cost calculation, if you want the generated report to include container type broad match (the estimated costs can be alternatively applied for 40GP container type instead of 40HQ (and vice versa) and for 40RF container type instead of 40RQ (and vice versa)).
7. Use the drop-down menus of the following filters to narrow down the search results and filter the data accordingly:

Table 1 Show Only Total Selected

Figure 7

Figure 8

Additional Filters

Additional Filters allow you to

• Filter the data per your role in the shipments;
• Add additional fields to the report.

Select Your Role in Shipment

1. Select Additional Filters.

2. Select one of the three filter options:
   • My Shipments — Shipments created by you or by companies selected in Data for Multiple Companies.
   • Observer — Shipments where you or the companies selected in Data for Multiple Companies are added as Further Parties.
   • All — This option includes the above-mentioned two filter options and is selected by default.
3. Click Apply.

Figure 9

Select Companies

To add specific companies to the report

1. Click Additional Filters.
2. Select the desired companies from the Companies drop-down menu.
3. Click Apply.

Figure 10

Select Business Partners

To add business partners to the report

1. Click Additional Filters.
2. Select the desired business partners from the Business Partners drop-down menu.
3. Click Apply

By default, all BPs are selected.

Figure 11

Show in Report: Parties (Business Partners)

1. Select Additional Filters.
2. Open the drop-down menu for Parties and select more Parties or deselect the default selected option.
   By default, only Delivery Location is selected.
3. Click Apply. 

Figure 12

 Figure 13

Table 2 List of Columns Added per Field

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