IMOS On-Prem - Creating a Voyage Summary Report in the Report Designer

In this example, we will create a report in the Report Designer that shows a summary of key information for each voyage. This example report shows all voyages with high-level voyage and cargo details. Additionally, it shows an aggregate of Sea Days and Port Days, along with total Cargo Quantity.

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Creating the Report

1. On the Report List, click  and then click Report.
   
   

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2. Define the report properties and then click OK.
   The Report Designer appears:
   
   

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Adding Columns

1. Click the Voyage table to add it to the report.

2. Add the following columns to the report:

   • Vessel Name

   • Voyage No

3. On the Voyage table, clickand then click Voyage Itinerary to add that table.

4. Add the Port Days and Sea Days columns to the report.

5. On the Voyage table, clickand then click Cargo to add that table.

6. Add the following columns: 

   • Buy or Sell

   • Cargo ID

   • Cargo Short Name

   • Counterparty Short Name

   • CP Date

   • CP Qty

   • Disch Port

   • Freight Rate

   • Freight Type

   • Load Port

   • Option Percentage

   • Option Type

7. On the Cargo table, clickand then click Voyage Cargo Handling to add that table.

8. Add the BL Code column.
   
   

9. To rearrange the columns to best suit your workflow, drag and drop the columns themselves or drag and drop them in the Columns section.

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Adding Filters and Groups

1. Drag the Vessel Name column to the Filters section and specify a vessel to filter by.

   • On the Filters drop down menu, select both Show Filter Live and Run in background. Selecting both of these will cause the filter to be applied when the report is run, but also allow the user to turn it off.

2. Drag the Vessel Name and Voyage Number columns to the Grouping pane.
   
   

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Adding Aggregate Functions

• Drag the following columns to the Aggregate Functions section and apply the aggregation type:

  • Voyage No: Count

  • Port Days: Sum

  • Sea Days: Sum

  • CP Qty: Sum

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Saving and Running the Report

• To save the report, click the Actions menu and then click Save.

• To exit Design mode and view the report output, click .