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The Pooling Summary report is a pooling distribution summary for every vessel in one or more pools during a period.
You can choose between two times for reporting. The calculation is based on Off Hire; the reason for choosing one of the options is when Off Hire is recognized. Pooling needs to put Off Hire where it applies , to make sure ensure profit is allocated fairly.
Note: Pooling distribution can only be calculated for a single period, not over time, because each month has a unique distribution of earnings. As a result, when the Pooling Summary report is run over multiple periods, it shows a summation of these periods instead of a recalculated overall.
To run the Pooling Summary report:
- On the Operations menu , under Pooling, click Pooling Summary.
- Select the pooling type and time:
- Pooling over periodOver Period: This type lets you specify arbitrary dates, and having a longer period smooths out your exposure. If you select this type, enter Date From and To.
Note: Calculating via Period the method may produce different results from the Monthly method, as values are often rounded before the calculation of fields such as Income After Pooling. - Monthly poolingPooling: If you select this type, enter From Year/Month and To Year/Month.
- Pooling over periodOver Period: This type lets you specify arbitrary dates, and having a longer period smooths out your exposure. If you select this type, enter Date From and To.
- Select the Pools to include.
- Click Click Report.
- Click report.pdf to download a PDF file of the report.
- Pool Days: The total on-hire days within the reporting period.
- Pool Points: Points assigned to each vessel , from the Pool Assignment form.
- Income Before Pooling: The Income BP over the reporting period.
- Income After Pooling: The Income AP over the reporting period.
For the details about how Income BP and Income AP are calculated, see Pooling Distribution Calculation Details. - Pool Adjustment: The difference between the Income AP and Income BP.
- Net Daily Before: Daily net income before pooling over the reporting period, calculated as Income Before Pooling divided by Pool Days.
- Net Daily After: Daily net income after pooling over the reporting period, calculated as Income After Pooling divided by Pool Days.
- Net Daily Plan: The net daily planned earning , from the Pool Assignment form.
- Off-Hire Days: Total off-hire days over the reporting period.
- Gross Income: The voyage’s total revenue , from the voyage P&L.
- Admin Income Before: The Admin Income BP over the reporting period.
- Admin Income After: The Admin Income AP over the reporting period.
- Participant: Participant over the reporting period.
- Select the report's “Distribute Admin Income” checkbox to see the related values.
- You can use browser commands to download or print the report.
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