Freights list report
Updated 3 hours ago
by
Katarzyna
Who can use this function? Function available to CargoON and Trans for Forwarders users who purchased the complementary product: Business Intelligence reports. Reports are visible to selected users specified by the company that receives access. Learn more about the product: BI reports |
The Freights list report is a part of a group of freight reports that provide a comprehensive insight into the company's activity in the Freights module.
With these reports, you can:
- Identify key trends and periods in which the company operates most effectively,
- Assess the efficiency of the best employees,
-Optimize actions related to freight publication.
Data source: data comes from the Freights module.
Data scope: the reports include published freights, covering the full process of their creation, contractors' responses, negotiations and final acceptance, as well as those that ended with the conclusion of a transaction on the platform.
With these reports, you can:
- Identify key trends and periods in which the company operates most effectively,
- Assess the efficiency of the best employees,
-Optimize actions related to freight publication.
Data source: data comes from the Freights module.
Data scope: the reports include published freights, covering the full process of their creation, contractors' responses, negotiations and final acceptance, as well as those that ended with the conclusion of a transaction on the platform.
The report contains a complete list of freights published and negotiated on the Platform, along with the most relevant information on freight details from the perspective of settlement.
Based on the data from the report you:
- can see a summary of completed freight shipments and carriers in one place
- can analyze the freights that did not result in a transaction and increase transactionality in the future
- control the freight price per ton/pallet
- get to know the km rates of the carriers
- create your own reports based on your freight data
- can view a list of freights together with the stops along the route.
Navigation in the Freights list report
The Freights list report can be found in the BI reports module. Go to the module and select the Freights list tab:
The report consists of:
- KPI - tiles and charts at the top of the report showing the total values
- Lists of freights in the table
- Data filtering
Setting the scope of analyzed data
You can define the scope of analyzed data using filters.
- Click the filter symbol in the right column to open the Freights list report filter settings.
Filter settings
In the filters you can set:
- the time range for the displayed data (Choose calendar) - you can specify the time range for the publication date or unloading date.
- Publication type - including the ones to the exchange (Exchange), to selected/groups (Groups), multi-publications, direct, to a fixed route (Fixed routes), SmartMatch,
- Employee,
- Transport direction of your freight by country (Country directions) - defined by the country code,
- Body type,
- Freight type,
- Capacity range,
- Offer status: Freights with response (Is response?), freights in negotiation (Is negotiation?), accepted freights (Is accepted?).
Note! This type of filter is contextual. If you do not have offers in negotiation, for example, this filter will not appear in your report. In case of multifreight publications, if the offer is partially accepted, it will be included in the accepted freights.
- Carrier name,
- Freight number,
- External ID.
- the time range for the displayed data (Choose calendar) - you can specify the time range for the publication date or unloading date.
- Publication type - including the ones to the exchange (Exchange), to selected/groups (Groups), multi-publications, direct, to a fixed route (Fixed routes), SmartMatch,
- Employee,
- Transport direction of your freight by country (Country directions) - defined by the country code,
- Body type,
- Freight type,
- Capacity range,
- Offer status: Freights with response (Is response?), freights in negotiation (Is negotiation?), accepted freights (Is accepted?).
Note! This type of filter is contextual. If you do not have offers in negotiation, for example, this filter will not appear in your report. In case of multifreight publications, if the offer is partially accepted, it will be included in the accepted freights.
- Carrier name,
- Freight number,
- External ID.
KPI
In the upper part of the report, we present the sum of key metrics related to the entire company.
Hover your mouse over the selected tile, and a tooltip will appear with a description explaining the value displayed in the tile.
Meaning of tiles:
- Freights published - total number of freights published on the Trans.eu Platform
- Freights with responses - total number of price proposals received from carriers in response to a unique freight offer, along with their percentage share in the total number of published freights.
- Freights with negotiation - total number of freights currently in negotiation, along with their percentage share in the total number of published freights.
- Accepted freights - total number of published freights that resulted in concluding a transaction, along with their percentage share in the total number of published freights.
- Not accepted - total number of published freights, which ultimately did not result in a transaction.
List of freights
You can sort the list of freights:
- by date (publication, loading or unloading),
- ascending or descending.
The table columns present:
- Freight number: a unique freight reference number. It allows the user to identify the freight on the Platform in the Freights module,
- External ID: external freight number,
- Employee: a person who publishes the freight on the ordering company's side (i.e. recipient of the report / customer of the reports),
- Publication/Loading/Unloading date: date of operation depending on which sorting was selected above,
- Publication type: kind of publication (e.g. publication for freight exchange, publication for private freight exchange, publication for fixed routes, etc.).
- Spot number: number of loading/unloading places,
- Loading place,
- Loading name,
- Loading date,
- Unloading place,
- Unloading name,
- Unloading date,
- Freight type,
- Responses: number of responses to the publication,
- Negotiations: number of negotiations held,
- Is accepted? - offer status: accepted freights,
- Accepted price: transaction price
- Accepted carrier,
- Accepted transport -number of accepted transports within the freight, if it is multifreight,
- Order number: a unique order number. Information that each accepted freight has its own unique order number, which is generated automatically,
- Body type,
- Amount - amount of pallets/loads,
- Load details,
Data export
The report data can be exported to external files (Excel or CSV).
To do this, click the Export Data button.
The data export is divided into individual sections of the report. You can choose a specific section of the report to download. The names of the files that can be downloaded correspond to the names of the sections in the report.
Select the part of the report you want, choose the format and click Download.
Hints
If you want to restore your filter's default settings, click on the funnel icon in the top right-hand corner of the filter. Once clicked, your filters will revert to their previous settings.
Did you know that...?
The list of freights includes all freights published on the Trans.eu Platform. Most enterprise reports are based on freights that have been negotiated (freights with a past unloading date, freights accepted or rejected by all participants during negotiations, freights that have been cancelled). On the other hand, in addition to the freights mentioned above, the Freights List report also includes the ones that are still under negotiation.
For some accepted freights (where a transaction has been concluded), the price may be missing. This is due to the lack of information about the currency into which the freight price is converted. The absence of this information is caused by the future date of unloading of the freight and the day on which the selected currency is converted.
