IMOS On-Prem - Report List

View IMOS Documentation in the Help Center.

Note: Your configuration might differ from the information shown.

IMOS has many built-in reports that you can either run or copy and modify. You can access reports either from the module centers or by clicking  on the toolbars of various forms and lists.

In addition, there are two tools built into IMOS you can use to create and run custom reports: The Report Designer and the Report Editor (legacy).

• Report Designer: The Report Designer features a drag-and-drop interface and supports many of the same features as the legacy Report Editor. You can create and run reports with data from across the IMOS database—everything from Open Positions for Vessels to financial information. The Report Designer provides a live preview, so you can see your edits in real time. In addition, the Report Designer includes features that cut down on data loading times.
• Report Editor: With the legacy Report Editor, you can create and run custom reports from an extensive list of IMOS datasets. Datasets are available for each functional area in the system: Chartering, Claims, Operations, Trading, and Financials.

Both of these reporting tools give you the flexibility to extract your data in the way that is most meaningful to you. You can apply filters, sort and group results, aggregate data, and create a custom layout for your report. The tools also have more advanced capabilities like conditional formatting and creating custom columns with custom expressions. You can even create a scheduled task from the report to automate the execution and delivery of a report on a periodic basis using the Messaging Service.

The wide variety of output options (Excel, CSV, XML, PDF, and the reporting database) give you a lot of possibilities to determine the best way to extract your data from IMOS, to facilitate decision support based on historical information.

Accessing the Report List and Its Reports

To access the Report List:

• On a module center without a report selection list, click  Report List.
• On a module center with a report selection list, click  and then select Report List.
• On the IMOS7 menu, click Reports.

The Report List list shows you all reports created using the IMOS legacy Report Editor and the Report Designer. The Type column specifies whether the report is a built-in IMOS report, or one that was created by a user.

Toolbar

The Toolbar buttons appear at the top:

• New: Create a new report or import a report definition.
• Refresh
• Report: Quickly create a PDF of the current report view.
• Export Data: Export data to CSV or XML. You can also export IMOS datasets.
• Display Options: Enable or disable Quick Search.

Actions

Select one or more report check boxes and click links at the top of the list to do any of the following:

• Delete reports
• Assign Batch ID/Clear Batch ID (Legacy Report Editor only)
• Export Report Definitions to your computer
  • To import report definitions back into IMOS, click  and then click Import Report Definition. Select the report definition file on your computer that you want to import and click Open. The imported report appears on the Report List.
• Distribute Report Designer reports to Distribution Lists and Contacts set up for distribution.

Titles of reports that you create are hyperlinks. To open a report for editing in the Report Editor or Report Designer, click its title. The report opens for editing in the tool with which it was created.

List Functions

The Report List list is a standard IMOS list, so you can sort it, filter it, do a Quick Search, and create custom Views for it.

Report Types

The Report List includes the following report types:

• Built-in: These reports come from Veson Nautical and are in the Report List by default. You cannot edit a built-in report; you can either run it or copy it into a separate report, which you can then edit.
• Public: Public reports appear on the list for all users. The authors of these reports (you and/or other users) set them up to allow other users to run the reports:
  • Report Designer: Access is Public or a Security Group to which you belong.
  • Report Editor: The Allow other users to run this report check box is selected.
• Private: Only your own Private reports appear in the Report List when you are logged in. When you created these reports, you chose not to select the Security check box to allow other users to run the reports.

This section includes the following topics:

• IMOS On-Prem - Creating a Report in the Report Designer
• IMOS On-Prem - Creating a Report in the Report Editor
• IMOS On-Prem - Working with Reports

Related Key Topics

 These Key Topics have high-value information for all users:

• Page:
  IMOS On-Prem - Creating a Simple Report in the Report Editor: Voyage Summary
• Page:
  IMOS On-Prem - Creating a Vessel Position and Voyage TCE Report in the Report Editor
• Page:
  IMOS On-Prem - Creating a Voyage Profit and Loss Summary Report in the Report Editor
• Page:
  IMOS On-Prem - Custom Expressions
• Page:
  IMOS On-Prem - Operations Reports