Reports¶
Reports gives overall view of all the documents along with filers and excel download functionality.
Type Of Reports¶
Shipment Status:¶
Shipment Status Report gives all the shipment list with filters such as
filters:
- Type of shipment
- Invoice Start Date
- Invoice End Date
- Shipment Status
- Buyer/Seller Company name
- Currency
Receivables/Invoices:¶
This report gives all the invoice related information in list format with following filters
filters:
- Invoice Start Date
- Invoice End Date
- Invoice start Due Date
- Invoice end Due Date
- Shipment Status
- Buyer/Seller Company name
- Currency
Payables/Vendor Bills:¶
This report gives all the vendor bill related information in list format with following filters
filters:
- Invoice Start Date
- Invoice End Date
- Invoice start Due Date
- Invoice end Due Date
- Shipment Status
- Buyer/Seller Company name
- Currency
Export/Sales order:¶
This report gives all the Export/Sales order related information in list format with following filters
filters:
- Order Start Date
- Order End Date
- Order Status
- Buyer/Seller Company name
- Currency
Import/Purchase order:¶
This report gives all the Import/Purchase order related information in list format with following filters
filters:
- Order Start Date
- Order End Date
- Order Status
- Buyer/Seller Company name
- Currency
Order Recon:¶
This report gives all the order item level information along with linked invoice/vendr bill and quantity utilization.
filters:
- Type of shipment
- Shipment Start Date
- Shipment End Date
- Shipment Status
- Buyer/Seller Company name
- Currency
Expense Tracker:¶
Expense Tracker report shows total expenses & total revenue occured in all the shipment along with Profit/Loss amount and deviation amount with following filters
filters:
- Type of shipment
- Invoice Start Date
- Invoice End Date
- Shipment Status
- Buyer/Seller Company name
- Currency
Expense Analysis:¶
Expense Analysis report shows all the budgeted/Actual expenses occur in all the Shipment in Both the currency Like user's local currency & invoice currency with following filters
filters:
- Type of shipment
- Invoice Start Date
- Invoice End Date
- Expense Type
- Shipment Status
- Invoice Status
- Buyer/Seller Company name
- Currency
Revenue Analysis:¶
Revenue Analysis report shows all the revenue occur in all the Shipment in both the currency Like user's local currency & invoice currency with following filters
filters:
- Type of shipment
- Invoice Start Date
- Invoice End Date
- Expense Type
- Shipment Status
- Invoice Status
- Buyer/Seller Company name
- Currency