Report templates provide a convenient way to create and save your shipment viewing preferences. You can customize the report layout by selecting the data columns to display as well as the column order and sorting behavior. You may limit the scope of shipments for each of your reports by specifying the data source. You may also define up to three shipment-filtering criteria in each report.
CargoSmart provides you with two predefined report templates and allows you to customize up to 10 report templates. You can set a report schedule for each template.
Manage Report Templates allows you to create, modify, share, or delete report templates.
From My CargoSmart Center:
Select Manage Report Templates
Choose 'Add New Template' and select Go to create a new template
Edit the report template as necessary
Select Save as Template...
Choose a template to replace, or enter a new name and description
Select Save Template
Tip: Before saving the report template, you may elect to share the report template with company users.
You may create a report template based
upon your own template, a shared company template, or a shared associate
company template if your associate has elected to share report templates
with your company through the Relationship Manager.
From My CargoSmart Center:
To retrieve one of your report templates:
Select Manage Report Templates
Choose a report template under My Templates tab
Select Edit Template...
Edit the report template as necessary
Select Save as Template...
Choose a template to replace, or enter a new name and description
Select Save Template
Tips:
Before saving the report template, you may elect to share the report template
with company users.
If you select one of the system default report templates, you may select
Copy to New Template to copy to
a new report template.
To retrieve a shared company report template:
Select Manage Report Templates
Select My Company Templates tab
Choose a report template
Select Copy to My Templates
To retrieve a shared company report template:
Select Manage Report Templates
Select Associate Company's Templates tab
Choose a report template
Select Copy to My Templates
Tip: Associate company's templates are only available if the Administrator of an associate company has granted sharing rights to your company on one or more report templates.
From New or Edit Report Template, under Report Layout:
Choose the columns to display
Select Add to add each column to the template
Highlight the columns to re-arrange
Select Up or Down to arrange the column orders
Choose the column sorting criteria
Select Save as Template...
Choose a template to replace, or enter a new name and description
Select Save Template
Tip: CargoSmart has a set of predefined rules associated with the Report Layout. For more information, please refer to Tips on Report Layout.
From New or Edit Report Template, under Data Source:
Select data source
Choose at least one filter option
Select Define Criteria
Specify at least one criterion
Select Set Filter
Repeat the same steps for the second and third filter options as necessary
Select Save as Template...
Choose a template to replace, or enter a new name and description
Select Save Template
Tips:
Each general user is only allowed to view his/her company's shipments
based on the assigned user shipment coverage, if any.
CargoSmart provides a comprehensive list of shipment filtering options
for report generation. This includes status (e.g. booking status, container
status), routing (e.g. origin, destination), parties (e.g. shipper, consignee),
schedule options (e.g. vessel arrival, departure) and cargo options (e.g.
cargo type, traffic mode). You may define up to three filtering options
per report template. For more information, please refer to Tips on Data Source.
From New or Edit Report Template, under Customize Layout:
If you wish to rename the column labels, enter the column labels in the Customize Column Labels text fields.
Under Column Details, you can choose to display the Location, and/or Date/Time for each container event.
Under Report Details, you can choose to display the Time Zone and/or Vessel Service for effected fields, and/or combine multiple data.
Tip: Display options are not available for all Column Details and Report Details.
From New or Edit Report Template, under Report File Format:
Select the Tab delimited (.txt) option if you wish to import the file into a spreadsheet application.
Select the Comma delimited (.csv) option if you wish to automatically open the file into a spreadsheet application.
Tip: If you selected Combine Multiple Data under Customize Layout Report Details, choose the Comma Delimited (.csv) file format.
From New or Edit Report Template, under Report Schedule:
Choose a schedule to receive regularly via e-mail, or select No Schedule to stop receiving the schedule
Select Save as Template...
Choose a template to replace, or enter a new name and description
Select Save Template
Tip: CargoSmart has a set of predefined rules associated with the setting of a report schedule. For more information, please refer to Tips on E-mail Report Schedule.
Before saving a report template or scheduling
a report, you may elect to preview the shipment report by selecting Preview Report:
From My CargoSmart Center:
Select Manage Report Templates
Choose a report template under My Templates tab
Select Open Template
Select Edit Template...
Edit the report template as necessary
Select Preview Report
From My CargoSmart Center:
Select Preview Report
Tip: CargoSmart allows you to preview reports with up to 10 of the most recent shipments that satisfy the criteria defined in the template.
From My CargoSmart Center:
Select Manage Report Templates
Choose a report template under My Templates tab
Select Open Template
Select Edit Template...
Edit the report template as necessary
Select Save as Template...
Choose a template to replace, or enter a new name or description
Select Save Template
Tips:
CargoSmart only enables you to replace a modified report template that
you originally created. To modify and save a report template created by
another user, rename and save it as your own template.
If you modify and replace a shared report template that you originally
created, CargoSmart will automatically replace it in My
Company Templates and Associate
Company's Templates lists.
If you enter a new name, you will save a new template and your original
template will remain unchanged.
From My CargoSmart Center:
Select Manage Report Templates
Choose a report template under My Templates tab
Select Delete...
Tips:
If you delete a report template which has a defined schedule, CargoSmart
will automatically remove it from your scheduled requests.
Select Refresh on Report Templates
to see the refreshed template list after you add, delete or modify report
templates.
CargoSmart only allows you to delete a report template from My
Templates. You may not delete a report template created by another
user.
If you delete a shared report template from My
Templates, CargoSmart will automatically remove it from My
Company Templates and Associate
Company's Templates lists.
From My CargoSmart Center:
Select Manage Report Templates
Choose 'Add New Template' and select Go to create a new template
Complete the report template form as necessary
Select Save as Template...
Choose a template to replace, or enter a new name and description
Select Share with users in my company
Select Save Template
From Report Templates:
Choose a report template under My Templates tab
Select Open Template
Select Edit Template...
Edit the report template as necessary
Select Save as Template...
Choose a template to replace, or enter a new name and description
Select Share with users in my company
Select Save Template
Tip: To share a template with associates it must first be shared with your company.