Client Statistics Report

From UG

(Difference between revisions)
Jump to: navigation, search
(SD: Filters)
Line 302: Line 302:
** '''Month From ... To ...''' - [[TBD]]
** '''Month From ... To ...''' - [[TBD]]
** '''Mode''' - [[TBD]]
** '''Mode''' - [[TBD]]
-
** '''Clients''' - [[TBD]]
+
** '''Clients''' - located on the template as dropdown list, which mapped from Client Companies.
-
** '''Shippers''' - [[TBD]]
+
** '''Shippers/Consignees''' - located on the template as client specific dropdown list, which include only shippers/consignees that are associated with clients.
-
** '''Consignees''' - [[TBD]]
+
** '''Origin/Destination Countries''' - located on the template as client specific dropdown lists, which include only countries that are associated with clients. Mapped to Admin->Geography->Countries.
-
** '''Origin Countries''' - [[TBD]]
+
** '''Origin/Destination Terminals''' - located on the template as client specific dropdown lists, which include only terminals that are associated with clients. Mapped to:
-
** '''Destination Countries''' - [[TBD]]
+
*** [[CT_bo#Origin_Terminal]] / [[CT_bo#Destination_Terminal]] for Ocean CTs.
-
** '''Origin Terminals''' - [[TBD]]
+
*** [[CT_bo#Airport_Of_Departure]] / [[CT_bo#Airport_Of_Destination]] for Air CTs.
-
** '''Destination Terminals''' - [[TBD]]
+
*** address info derived from [[CT_bo#Shipper_Address]] / [[CT_bo#Consignee_Address]] for Truck CTs.
* Most filters are "multi select", exclude "Year to report" and "Month From ... To ...".  
* Most filters are "multi select", exclude "Year to report" and "Month From ... To ...".  
* Each filter has its own checkbox to the left of the name. If filter checkbox is checked, that means filter is set and affects the reports. If filter checkbox is not checked, that means filter is not set and does not affect the report.
* Each filter has its own checkbox to the left of the name. If filter checkbox is checked, that means filter is set and affects the reports. If filter checkbox is not checked, that means filter is not set and does not affect the report.

Revision as of 18:25, 3 June 2010


Contents

Info

1598


CBN: Core Business Need

This wiki section is managed by: Module Owner


This report should help in defining the volume of shipments handled for specific Client Company (or group).

Low or medium or high volume will trigger certain business decision.

This report is related to Carrier Statistic Report


BR: Business Requirements and Design Ideas

This wiki section is managed by: Business Analyst


BR: Summary

For specific Client Company (or group) this report should help to answer these basic questions:

  • FCL:
    • How many containers with different types and sizes with TEU per month from each origin terminal to each destination terminal?
  • LCL:
    • How many CT shipments
    • How much total of gross weight
    • Total in cbm per month for each LCL shipment from each origin terminal to each destination terminal each month
  • Air:
    • How many CT shipments
    • How much chargeable weight
    • and average weight per month
      • for each airline
        • from origin terminal to destination terminal?
  • Truck: How many CT shipments and how much total Gross weight per month for each trucking company from origin terminal to destination terminal?

BR: Details Per Mode

  • Totals are per month based on Actual Collection Date

MOT = FCL

  • Total containers with each combination between types and sizes listed below
    • 20 ft (include all types)
    • 40 ft (include all types except HQ)
    • 40 hq (40 hq only)
    • 45 ft (include all types)
  • T.E.U (Twenty Equivalent Unit: 20 ft = 1 Equivalent)
    • NOTE: 1 40 ft/hq or 45 ft = 2 T.E.U
  • Total of each column
  • Mapped to ContTab.size and ContTab.Type (15 cases to fit in 4 categories)

MOT = LCL

  • Total CT shipments
  • Total Gross weight
  • Total in cbm
  • Average weight
    • Total of weight/number of CT shipments
  • Total of each column
  • Mapped to ContTab.Table A. GrandTotal.Ttl G kg (2 decimal places)
  • Mapped to ContTab.Table B. Total (in cbm)

MOT = AIR

  • Total CT shipments
  • Total chargeable weight
  • Average weight
    • Total of weight/number of CT shipments
  • Total of each column
  • Mapped to ExpTab.17b: Chargeable weight

MOT = Truck

  • Total CT shipments
  • Total Gross weight
  • Average weight
    • Total of weight/number of CT shipments
  • Total of each column
  • Mapped to ContTab.Table A. GrandTotal.Ttl G kg


BR: Output

  • spreadsheet only
  • Spreadsheet tabs: one tab per mode
  • Spreadsheet consists of Header, Body, and footer
  • Header:
    • Report name
    • Date time stamp
    • Criteria(list of filters selected)
    • Jaguar Logo
  • Body:(general info)
    • consists of sections: separately by from country to country
    • Each section label from country -> country
    • In case there is sub-section, list subsection such as Airline,...etc
    • Figure 1: refer an example of one section
    • Many sections should be separated by one row
    • Table consists of columns. See Columns Definitions below
  • Footer:
    • There is no footer

BR: Columns Definitions

'MOT: FCL

Origin Terminal

  • location that shipment is moved from (port)

Destination Terminal

  • location that shipment is moved to (port)

Month

  • Report by monthly (Jan - Dec); depend on Month filter is selected

20'ft

40'ft

40'hq

T.E.U

Total with label (country -> country)

  • sum up result per column per "location country from" to "location country to"

MOT: LCL

Origin Terminal

  • location that shipment is moved from (port)

Destination Terminal

  • location that shipment is moved to (port)

Month

  • Report by monthly (Jan - Dec); depend on Month filter is selected

CT

  • summary shipments count()

Gross weight

  • summary gross weight count()

cbm

  • summary cbm count()

Avg weight

  • summary calculation: Total of gross weight/number of CT shipments count()

Total with label (country -> country)

  • sum up result per column per location country from to location country to


MOT: AIR

Origin Terminal

  • location that shipment is moved from (port)

Destination Terminal

  • location that shipment is moved to (port)

Month

  • Report by monthly (Jan - Dec); depend on Month filter is selected

Airline (make it Italic & blue)

  • Airlines that moves shipment from one location to the other location within from (port) to (port) country

CT

  • summary shipments count()

Chg weight

  • summary chargeable weight count()

Avg weight

  • summary calculation: Total of chargeable weight/number of CT shipments count()

Total (make it Italic)

  • sum up result per column for each airline

Total with label (country -> country)

  • sum up result per column per location country from to location country to


MOT: TRUCK

Origin Terminal

  • location that shipment is moved from (port)

Destination Terminal

  • location that shipment is moved to (port)

Month

  • Report by monthly (Jan - Dec); depend on Month filter is selected

CT

  • summary shipments count()

Gross weight

  • summary gross weight count()

Avg weight

  • summary calculation: Total of gross weight/number of CT shipments count()

Total

  • sum up result per column per location country from to location country to

BR: Figures

Figure 0. Filters

File:ClientStatsReport.JPG

Figure 1. Mode FCL

FCL

Figure 2. Mode LCL

File:ClientLCLStats.JPG

Figure 3. Mode Air

File:ClientAir.JPG

Figure 4. Mode Truck

File:ClientTruckStat.JPG

SD: Systems Design

This wiki section is managed by: Systems Analyst

SD: Summary

This report is one of a family of statistics reports. It is related to Carrier Statistic Report.

Client Statistics Report is available from the main menu on the next path: "Reports -> Statistical -> Client Statistics". See Figure 0.

Client Statistics Report should help to answer these basic questions for specific Client Company:

  • FCL:
    • How many containers with different types and sizes with TEU per month from each origin terminal to each destination terminal?
  • LCL:
    • How many CT shipments
    • How much total of gross weight
    • Total in cbm per month for each LCL shipment from each origin terminal to each destination terminal each month
  • Air:
    • How many CT shipments
    • How much chargeable weight
    • and average weight per month
      • for each airline
        • from origin terminal to destination terminal?
  • Truck: How many CT shipments and how much total Gross weight per month for each trucking company from origin terminal to destination terminal?

SD: Details Per Mode

Report should be contain monthly information for one or several Client Companies for a specified period.

Information that should be reflected in the report is grouped by MOT( Mode Of Transport) and shows shipment totals from each Origin Terminal to each Destination Terminal, which in turn are grouped and summed by Country.

MOT = FCL

  • Total containers with each combination between types and sizes listed below. Mapped to ContTab.Size and ContTab.Type (15 cases to fit in 4 categories):
    • 20 ft (include all types)
    • 40 ft (include all types except HQ)
    • 40 hq (40 hq only)
    • 45 ft (include all types)
  • T.E.U ( Twenty Equivalent Unit: 20 ft = 1 TEU) for each type from above.
    • NOTE: one 40 ft/hq or 45 ft = 2 TEU
  • Total of each column
Example 1. Mode FCL

FCL

MOT = LCL

  • Total CT shipments
  • Total Gross weight. Mapped to ContTab.Table A. GrandTotal.Ttl GW kg (2 decimal places).
  • Total in cbm. Mapped to ContTab.Table B. Total (in cbm).
  • Average weight. Calculated by formula: Total Gross weight / Total CT shipments.
  • Total of each column
Example 2. Mode LCL

File:ClientLCLStats.JPG

MOT = AIR

NOTE: for this Transport Mode there is also grouping by Airlines

  • Total CT shipments
  • Total chargeable weight. Mapped to ExpTab.17b: Chargeable weight.
  • Average weight. Calculated by formula: Total chargeable weight / Total CT shipments.
  • Total of each column
Example 3. Mode Air

File:ClientAir.JPG

MOT = Truck

  • Total CT shipments
  • Total Gross weight. Mapped to ContTab.Table A. GrandTotal.Ttl GW kg.
  • Average weight. Calculated by formula: Total Gross weight / Total CT shipments.
  • Total of each column
Example 4. Mode Truck

File:ClientTruckStat.JPG

Totals

Totals are per month based on Actual Collection Date:

This means that all totals of report should be calculated on the basis of dates from above.

In other words, to add a some CT totals to the report for any month, Actual Collection Date of CT should be in range of this month.

SD: Filters

  • On the report template are filters to configure the report generation. See Figure 1.
  • List of filters:
    • Year to report - TBD
    • Month From ... To ... - TBD
    • Mode - TBD
    • Clients - located on the template as dropdown list, which mapped from Client Companies.
    • Shippers/Consignees - located on the template as client specific dropdown list, which include only shippers/consignees that are associated with clients.
    • Origin/Destination Countries - located on the template as client specific dropdown lists, which include only countries that are associated with clients. Mapped to Admin->Geography->Countries.
    • Origin/Destination Terminals - located on the template as client specific dropdown lists, which include only terminals that are associated with clients. Mapped to:
  • Most filters are "multi select", exclude "Year to report" and "Month From ... To ...".
  • Each filter has its own checkbox to the left of the name. If filter checkbox is checked, that means filter is set and affects the reports. If filter checkbox is not checked, that means filter is not set and does not affect the report.
    • If a value of some filter is selected, then checkbox of this filter should be set to "checked" state automatically.
    • If all values of some filter are cleared, then checkbox of this filter should be set to "unchecked" state automatically.
  • If no filter value is selected, that means "all". For example, if Mode filter is blank (and checked!), then report will include info by all its modes.
  • Every filter is connected by AND and sub selections inside each filter combo-box are connected by OR.
    • For example: (Year to Report = 2009) AND (Mode = Ocean OR Mode = Air) AND (Shipper = EUROSTOCK OR Shipper = VALOIS)

SD: Output

  • Output form of this report is carried out only in spreadsheet (HTML form is not required).
  • Output spreadsheet contains information divided by tabs, each of which corresponds to one selected MOT from the "Transport Modes" filter on template.

SD: Figures

Figure 0. Main Menu item

File:Maimenu_statreports_client.gif

Figure 1. Client Statistics Report Template

File:ClientStatisticsReportTemplate.gif

History

m1511

last revision with BR - http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Client_Statistics_Report&oldid=11112

last revision - http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Client_Statistics_Report&oldid=11114

BA 1511

SA 1511

Personal tools