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1.0 Understanding the Different Types of Reports
Report Categories | Data Source | Remarks |
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My Reports | Any other sources not used by Overnight Reports or Cubes Reports | Uses a smaller data source. Report data is updated dynamically. |
Shared Reports | Any other sources not used by Overnight Reports or Cubes Reports | Users a smaller data source. Report data is updated dynamically. |
Overnight Reports | ‘Voyage Extended’, ‘Revenue Detail’ & ‘Custom Voyage Changes’ | More data points than the smaller data sources. Report Data is updated overnight from refreshes. |
Cubes Reports | ‘Cube Voyage Result’Result,’ ‘Cube Invoices’ & ‘Cube Stem’ | Report Data is updated overnight from refreshes. More filtering capabilities similar to Pivot Tables. |
2.0
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Recommendations for Report Building
Build a report using the smaller data sources first.
If the data source does not have the required data points required, the user is then recommended to use we recommend using the Overnight Report’s data sources or Cube’s data sources. As explained in the above prior table, reports built based on smaller data sources can be updated dynamically, which could may be preferred. At the same time, note that Cube’s report cannot be sent out to recipients email ' emails on a Scheduled basis.
3.0 My Reports/Shared Reports/Overnight Reports
The data sources of the three reports are accessible from their individual user interface. How are reports categorized shall be interfaces. Report categorization is explained in 3.1 Steps to Create a Report & Settings.
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3.1
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Create
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a New Report
Click any of the Grid as highlighted in red> red in the prior image and select New Report.
A pop-up window appears>Select appears. Go to Select Data Source > Create Reportand . VMS brings you into to the Editing View.
Below are The following image shows the report inputs/setups:
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Explanation of the Steps in Here are the steps corresponding to the numbered areas shown in the Editing View.
Input Report Name
Set privacyChoose from the following options to set the privacy:
Everyone (The report saved is accessible and visible to all users within the client’s company. Such report created is listed under ‘Shared Reports’)
Just Me (The Report saved is only accessible and visible to the creator. Such report created is listed under ‘My Reports’)
Left-click Click under Available Columns and click select Add to bring over move to Selected Columns. Columns selected shall reflect on The columns selected will be reflected in the created report. You can double-click on the items listed under Available Columns as a quick way to quickly select columns over to move to Selected Columns.
To Click Move Up or Move Down to arrange the Selected Columns in the preferred order, click on Move Up or Move Down. To delete a column, click Remove.
To Click Group/Sort to group or sort the order of a specific column, click Group/Sort. You are allowed to can add more than one parameter respectively. Note that there are other shortcuts serving serve the same purpose upon saving the report. Refer to 3.2 Viewing the Reports Created > 1.
Colors allow you to highlight the value/row if the field meets certain conditional criteria. Below is one sampleThe following image shows an example of conditional formatting. Left-click on the Selected Column first, followed by Colors. You may can add more than one condition.
This feature allows the column value to reflect according to the mathematical selection.
Filtering conditions can be set on each column. Below is a sampleThe following image shows the available filters:
Criteria Pattern. Please see the below screenshot which is self-explanatoryThe following image explains the criteria pattern. Click Edit Pattern to amend the pattern to make changes to this criteria.
While you are setting up the report from step a --> isteps A to I, you can click the Save button for preview by clicking Save + Display. If you are editing an existing report and wish to save it as another report, click Save As.
3.2
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View Created Reports
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After the report is saved, depending on what Privacy and Data Source they are it is selected, you can find the reports it can be found within My Reports/ Shared Reports/ Overnight Reports. Refer For more information, refer to 1.0 Understanding the Different Types of Reports for more information. Section 4b in 3.1 Steps to Create> 4b explains further detaildetails.
Shortcuts:
Left-click Click on the column header to sort in Ascending order, and a click second time again to sort in descending order.
You can sort in terms of by priority. Hold Shift + Left Click to sort out the first column, and continue to Hold Shift + Left Click to sort out the second column, and so on… subsequent columns.
Click the Funnel Icon funnel icon to set a Quick filter at the header.
To set Groupings, hold left-click and drag out and release above the header row.
To remove Groupings, right-click and select accordingly. Ungroup All you wish to remove all the groupings (You can do up more than one grouping).
Other The following image shoes other features available when viewing the report.
Reset View (Removes : This removes all Groupings and Sortings. Note that this does not remove the Grouping and Sorting setup under the Editing View).
Columns (: A pop-up window appears for allows you to quickly select and remove columns).
Export (download : Download Excel format to your Local download folder).
Edit Report (Brings : This brings you to the Editing view).
3.3 Scheduled Report to Email
You can set up scheduled reports on your own. VMS has the capability to can send out Emails according to the frequency and time configured. Navigate into the Editing View explained in section 2b of 3.2 Viewing the Reports Created> 2b.
Note that this feature is not applicable forto the Cubes Report.
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Click New Schedule.
Select a Mode.
Report Mode (Report : The report is sent out regardless if there is any data produced from its report filtering).
Alert Mode (Report : The report is not sent out if the report is blank from its report filtering).
Recipients (: You may input more than one recipientmultiple recipients, but recommended to input we recommend inputting a distribution email address).
Frequency (Dropdown : A dropdown list of options: , including Daily, Weekly, and Monthly)
When (: Time in UTC HH: MM)
A The following image shows a successful report sent out to recipients looks like below, with report name: named PS Voyage 01.
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To view all Scheduled Reports, click the below highlightedSchedules tile in the following grid. Left-click on the line item to edit the schedule.
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Cubes reports provide more filtering features than the usual reports those in 3.0 My Reports/Shared Reports/Overnight Reports.
There are four Cube Data Sources to select from the below screenshotfollowing image.
Voyage Results
Invoices
Stem
Analysis (If this is not seen on your user interface, please approach our Support Team)
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4.1
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Create Cubes Reports
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Select Cube Data Source from the drop-down dropdown list.
Click Save As.
Input a name for this report.
See the privacy option (Note that the created report does not go to My Reports/Shared Reports. It is listed under the drop-down dropdown list highlighted in Yellowyellow).
Click Save.
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Click the Field List Icon.
Click the Field List Options Icon (icon. In the following example, this article is using uses the 2nd View as a sample)Drag and Drop the parameters needed from the Left (Yellow .
To include the needed parameters in the Cube Report, drag and drop them from the left (yellow region) to the Right right (Blue region) so as to include them in the Cube Report. To remove the parameters from the report, Drag them, drag and Drop them from the Right (Blue blue region) to the Left (Yellow yellow region)Take note whenever . When the parameter is dragged out from the Yellow region, it disappears from the Yellow region and vice versa.
A sample of
The following image shows what each of the
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blue areas represents.
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Filtering is allowed in the Red, Green, and Purple regions
Click Update
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. When Defer Layout Update
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is selected, the report only updates when you select Update. Otherwise, the report is updated live as the parameters are drag-and-drop.
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The Defer Layout Update setting improves loading and performance
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4.2 Viewing Created Cubes Reports
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Select the Data Source.
Select the Name of the Report.
You
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can download it as Excel to view it as well.
5.0 Custom Report
These are customized report that is reports built for specific clients upon request and approval. Please note that the approval of such requests is strictly based on a case-by-case basis.
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Dashboard and Variances are Builtbuilt-In in visual reports to give an overview of voyage status.
The Dashboard gives users a quick view of the statuses in the below screenshotfollowing image. The '+' icon highlighted in red is clickable to view the invoice details, including the invoice number.
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The Variances give users a quick view into the details of the Top 10 voyages that have changes in terms of TCE amountchanged TCE amounts. Similarly, the clickable '+' icon allows the user to view more details, as shown below screenshotin the following image.
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7.0 Cube Connector
7.1 Last Refreshed
As mentioned in 1.0 Understanding the Different Types of Reports, some of the data sources are updated overnight. Such reports Reports using these sources are updated whenever the refresh is triggered on a daily basis. If the Overnight Reports/Cubes Reports are not updated, it could mean that the cube is not refreshed. You may refer to the stated ‘Last Refreshed’ shown below. Reach out to our Support Team for assistance if a manual refresh trigger is required.
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Refer to the attached document on how to connect connecting data to Excel . Please approach and contact our Support Team to retrieve the relevant required password required , as mentioned in the documentation.
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