Carrier Statistic Report

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This report is related to [[Client Statistics Report]]
This report is related to [[Client Statistics Report]]
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== BR: Business Requirements ==
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== SD: Systems Design ==
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This report is a statistic report that user can generate in order to view statistic numbers of:
+
-
* '''FCL''': How many containers with different types and sizes with T.E.U. per month from each origin terminal to each destination terminal?
+
-
* '''LCL''': How many CT shipments and how much total of gross weight and total in cbm per month for each LCL shipment from each origin terminal to each destination terminal each month?
+
-
* '''Air''': How many CT shipments and 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?
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-
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<div style="background-color:DarkSeaGreen;"> <!-- DarkSeaGreen -->
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This report allows users to create carrier statistics reports. It can be created from Report Home under Statistical Reports OR from Save/Scheduled Reports under Report Class drop-down menu.
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=== User Interface ===
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''This wiki section is managed by: [[Systems Analyst]]''
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* Statistical Reports Menu
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[[File:ReportHomeStatisticCarrier.JPG]]
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'''Carrier Statistic Report'''
+
=== SD: Summary ===
 +
* This report is one of a family of statistics reports. It is related to [[Client Statistics Report]].
 +
* Carrier Statistics Report is available from the main menu on the next path: "Reports -> Statistical -> Carriers Statistic". See [[#Figure 0. Main Menu item | Figure 0]].
 +
** Also it can be created from Save/Scheduled Reports under Report Class drop-down menu.
 +
* Purpose of Carrier Statistics Report is to provide the ability to view statistic numbers for Carriers of:
 +
:* '''FCL''': How many containers with different types and sizes with T.E.U. per month from each origin terminal to each destination terminal?
 +
:* '''LCL''': How many CT shipments and how much total of gross weight and total in cbm per month for each LCL shipment from each origin terminal to each destination terminal each month?
 +
:* '''Air''': How many CT shipments and 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?
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1. Tabs
+
=== SD: Details Per Mode ===
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* General Filters Tab -> see figure under [[#User Defined Conditions| User Defined Conditions]]
+
* Report should be contain monthly information for one or several Carriers for a specified period.
-
* Output Tab -> dynamically list of headings depend on MODE. See figure below and detail under [[#Output|Output]]
+
* Information that should be reflected in the report is grouped by MOT([[CT_bo#Mode_Of_Transport | Mode Of Transport]]) and shows shipment totals from each Origin Terminal to each Destination Terminal, which in turn are grouped and summed by Country.
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[[File:OutputCarrier.JPG]]
+
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2. Buttons
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==== Totals ====
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[[File:Buttons.JPG]]
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* Totals are per month based on '''Actual Pick Up Date''':
-
 
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:* [[CT_bo#Actual_Export_Pick_Up_Date | Actual Export Pick-Up Date]] for MOT = TRUCKING.
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=== Hard Coded Conditions ===
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:* [[CT_bo#Airport_Of_Departure_Actual_Date | Airport Of Departure Actual Date]] for MOT = AIR.
-
 
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:* [[CT_bo#Port_Of_Loading_Actual_Date | Port Of Loading Actual Date]] for MOT = OCEAN.
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* Total per month consider Actual Collection Date
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*This means that all totals of report should be calculated on the basis of dates from above.
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* Per carrier company
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:* ''In other words'', to add a some CT totals to the report for any month, Actual Pickup Date of CT should be in range of this month.
-
* Per Mode in case of many modes selected (when Mode filter is blank; consider all modes)
+
* All weight totals displays in KG, CBM total (for MOT=LCL) displays in CBM.
 +
* Show Grand Total (sum for all ttl value) for each and all sections after the total line.
'''MOT = FCL'''
'''MOT = FCL'''
-
* Total containers with each combination between types and sizes listed below
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* 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)
** 20 ft (include all types)
** 40 ft (include all types except HQ)
** 40 ft (include all types except HQ)
** 40 hq (40 hq only)
** 40 hq (40 hq only)
** 45 ft (include all types)
** 45 ft (include all types)
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* T.E.U (Twenty Equivalent Unit: 20 ft = 1 Equivalent)
+
* T.E.U ([[TEU | Twenty Equivalent Unit]]: 20 ft = 1 Equivalent, 40 ft/hq or 45 ft = 2 TEU)
-
** NOTE: 1 40 ft/hq or 45 ft = 2 T.E.U
+
** For automatic calculation of TEU should be used values from Container Sizes table: ''Admin - Transportation - Container Sizes''.  
 +
*** NOTE: ''(Not implemented yet, see mantis [http://mantis.jaguarfreight.com/mantis/view.php?id=2383 2383])''.
* Total of each column
* Total of each column
-
* Mapped to ContTab.size and ContTab.Type (15 cases to fit in 4 categories)
 
'''MOT = LCL'''
'''MOT = LCL'''
* Total CT shipments
* Total CT shipments
-
* Total Gross weight
+
* Total Gross weight. Mapped to ContTab.Table A. GrandTotal.Ttl GW kg (2 decimal places).
-
* Total in cbm
+
* Total in cbm. Mapped to ContTab.Table B. Total (in cbm).
-
* Average weight
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* Average weight. Calculated by formula: ''Total Gross weight / Total CT shipments''.
-
** Total of weight/number of CT shipments
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* Total of each column
* 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'''
'''MOT = AIR'''
 +
 +
NOTE: for this Transport Mode there is also grouping by Airlines
 +
* Total CT shipments
* Total CT shipments
-
* Total chargeable weight
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* Total chargeable weight. Mapped to ExpTab.17b: Chargeable weight.
-
* Average weight  
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* Average weight. Calculated by formula: ''Total chargeable weight / Total CT shipments''.
-
** Total of weight/number of CT shipments
+
* Total of each column
* Total of each column
-
* Mapped to ExpTab.17b: Chargeable weight
 
'''MOT = Truck'''
'''MOT = Truck'''
* Total CT shipments
* Total CT shipments
-
* Total Gross weight
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* Total Gross weight. Mapped to ContTab.Table A. GrandTotal.Ttl GW kg.
-
* Average weight
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* Average weight. Calculated by formula: ''Total Gross weight / Total CT shipments''.
-
** Total of weight/number of CT shipments
+
* Total of each column
* Total of each column
-
* Mapped to ContTab.Table A. GrandTotal.Ttl G kg
 
-
=== User Defined Conditions ===
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=== SD: Filters ===
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* See UI for General Filters tab below
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* On the report template are [[Filters]] to configure the report generation. See [[#Figure 1. Carrier Statistics Report Template  | Figure 1]].
-
* Most filters are "multi select"
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==== List of filters ====
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* Check box in front of each filter. If filter is set, check box MUST be automatically checked vise versa.
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* '''Actual Pickup Date''' - located on the template as two pairs "Month & Year" dropdowns: From and To.
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* Filters consists of several groups
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** This filter is required to be filled on the all fields. If even one field is blank then system shows warning message ''"You have not set Actual Pickup Date filter"''.
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* Every filter is connected by '''AND''' and sub selections inside each filter combo-box are connected by '''OR'''  
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** <span style="color:#008000">By default:</span> all dropdowns are blank.
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** For example: (Year to Report = 2009) '''AND''' (Mode = Ocean) '''AND''' (Carrier = APL '''OR''' Carrier = COSCO)
+
* '''Transport Modes''' - located on the template as dropdown list, which include MOT = {OCEAN-FCL, OCEAN-LCL, AIR, TRUCKING}.
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[[File:CarrierStatsReport.JPG]]
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* '''Client Companies''' - located on the template as dropdown list, which mapped from Client Companies ''(Admin > Client Companies)'' to [[CT_bo#E0_Client]].
 +
** Mapping of "Client Companies" should include also visibility fields [[CT_bo#E1]], [[CT_bo#E2]], [[CT_bo#E3]].
 +
* '''Shippers''' - located on the template as client specific dropdown lists, which include only shippers that are associated with client companies.
 +
** Mapped to [[CT_bo#Shipper]] (''Admin > Addressbook > Transportation > Shipper (T1)'').
 +
* '''Consignees''' - located on the template as client specific dropdown lists, which include only consignees that are associated with client companies.
 +
** Mapped to [[CT_bo#Consignee]] (''Admin > Addressbook > Transportation > Consignee (T2)'').
 +
* '''Origin Countries''' (''Admin->Geography->Countries'') - located on the template as dropdown list, which mapped to:
 +
** country from [[CT_bo#Export Pick Up Address]] for MOT=TRUCKING.
 +
** country from [[CT_bo#Airport Of Departure]] for MOT=AIR.
 +
** country from [[CT_bo#Port Of Loading]] for MOT=OCEAN.
 +
* '''Destination Countries''' (''Admin->Geography->Countries'') - located on the template as dropdown list, which mapped to:
 +
** country from [[CT_bo#Export Delivery To Address]] for MOT=TRUCKING.
 +
** country from [[CT_bo#Airport Of Destination]] for MOT=AIR.
 +
** country from [[CT_bo#Port Of Discharge]] for MOT=OCEAN.
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* '''Origin Regions''' ''(Admin->Geography->Regions)'' - located on the template as dropdown list, which mapped to:
 +
** region of country from [[CT_bo#Export Pick Up Address]] for MOT=TRUCKING.
 +
** region of country from [[CT_bo#Airport Of Departure]] for MOT=AIR.
 +
** region of country from [[CT_bo#Port Of Loading]] for MOT=OCEAN.
 +
* '''Destination Regions''' (''Admin->Geography->Regions'') - located on the template as dropdown list, which mapped to:
 +
** region of country from [[CT_bo#Export Delivery To Address]] for MOT=TRUCKING.
 +
** region of country from [[CT_bo#Airport Of Destination]] for MOT=AIR.
 +
** region of country from [[CT_bo#Port Of Discharge]] for MOT=OCEAN.
 +
* '''Steamshiplines''' - Carriers dropdown list for CTs with MOT=OCEAN.
 +
** Visible when "Transport Modes" filter is blank or contains any OCEAN value.
 +
** Mapped to [[CT_bo#Steamshipline]] (''Admin > Carriers > Steamshiplines'').
 +
* '''Origin Ports/Terminals''' - located on the template as a dropdown list which becomes visible when "Transport Modes" filter is blank or contains any OCEAN value.
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** Mapped to [[CT_bo#Origin_Terminal]] for Ocean CTs.
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* '''Destination Ports/Terminals''' - located on the template as a dropdown list which becomes visible when "Transport Modes" filter is blank or contains any OCEAN value.
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** Mapped to [[CT_bo#Destination_Terminal]] for Ocean CTs.
 +
* '''Airlines''' - Carriers dropdown list for CTs with MOT=AIR.
 +
** Visible when "Transport Modes" filter is blank or contains AIR value.
 +
** Mapped to [[CT_bo#Airline]] (''Admin > Carriers > Airlines'').
 +
* '''Origin Airports''' - located on the template as a dropdown list which becomes visible when "Transport Modes" filter is blank or contains AIR value.
 +
** Mapped to [[CT_bo#Airport_Of_Departure]] for Air CTs.
 +
* '''Destination Airports''' - located on the template as a dropdown list which becomes visible when "Transport Modes" filter is blank or contains AIR value.
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** Mapped to [[CT_bo#Airport_Of_Destination]] for Air CTs.
 +
* '''Pick Up Truckers''' - 1st Carriers dropdown list for CTs with MOT=TRUCKING.
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** Visible when "Transport Modes" filter is blank or contains TRUCKING value.
 +
** Mapped to [[CT_bo#Export Pick Up Trucker]] (''Admin > Addressbook > Vendors > Trucking Company (v3)'').
 +
* '''Delivery Truckers''' - 2nd Carriers dropdown list for CTs with MOT=TRUCKING.
 +
** Visible when "Transport Modes" filter is blank or contains TRUCKING value.
 +
** Mapped to [[CT_bo#Delivery Trucker]] (''Admin > Addressbook > Vendors > Trucking Company (v3)'').
 +
* '''Pickup Location Cities''' - located on the template as a dropdown list which becomes visible when "Transport Modes" filter is blank or contains TRUCKING value.
 +
** Mapped to name of City derived from [[CT_bo#Export Pick Up Address]] for Truck CTs.
 +
* '''Delivery Location Cities''' - located on the template as a dropdown list which becomes visible when "Transport Modes" filter is blank or contains TRUCKING value.
 +
** Mapped to name of City derived from [[CT_bo#Export Delivery To Address]] for Truck CTs.
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'''Note:'''If a filter is not set, that means "all". For ex, if Mode is not selected, that means Mode = all modes
+
==== Output Tab ====
 +
* This tab contains text line "NOTE: Report only includes 20, 40, 45 ft containers". See on [[#Figure 2. Carrier Statistics Report Output Tab | Figure 2]].
-
=== Output ===
+
==== Action Controls ====
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==== Figure 1. Mode FCL ====
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* ''Reset Form '' button:
 +
: to clear form
 +
* ''Generate Result'' button:
 +
: to generate report
 +
* These buttons located both at the top and bottom of template.
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[[File:CarrierFCLStats.JPG|FCL]]
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==== Notes ====
 +
* 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.
 +
* All filters are [http://mantis.jaguarfreight.com/wiki/Reports_Filters#Multiselect multi-select], exclude "Actual Pickup Date" and "No Archived".
 +
** 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'''  (Carrier = APL '''OR''' Carrier = COSCO)
-
==== Figure 2. Mode LCL ====
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=== SD: Output ===
-
[[File:CarrierLCLStats.JPG|LCL]]
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* 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.
 +
* Spreadsheet consists of Header and Body:
 +
** Header: Report name, Date time stamp, Criteria(list of filters selected), Transport Mode, Jaguar Logo.
 +
** Body(general info):
 +
*** consists of sections: separately by each Carrier
 +
*** each section top label Carrier Name (Steamshipline for of MOT=Ocean, Airline for MOT=Air, Company-City-Remark form for MOT=Truck)
 +
**** each Carrier section consists of sub-sections: separately by from country to country
 +
***** each sub-section consists set of lines that reflect specific summary info for each pair of "Origin/Destination Terminal" per each month from Actual Pick Up filter
 +
**** each sub-section finishes with sub-total line that contains the total values for each columns that summed in this sub-section.
 +
*** each Carrier section finishes with grand total line that contains the total values for each columns that summed in this section by sub-totals.
 +
*** many sections should be separated by one row
 +
* '''NOTE'''. If some Carrier field or "geografic" field does not filled (is blank) in CT that included in the report then it will be reflected in the report as '''"-Undefined-"'''.
 +
** These fields are (mapping in [[#SD: Filters |Filters]]):
 +
**: # Origin Countries.
 +
**: # Destination Countries.
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**: # Origin Regions.
 +
**: # Destination Regions.
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**: # Steamshiplines.
 +
**: # Origin Ports/Terminals.
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**: # Destination Ports/Terminals.
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**: # Airlines.
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**: # Origin Airports.
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**: # Destination Airports.
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**: # Pick Up Truckers.
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**: # Delivery Truckers.
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**: # Pickup Location Cities.
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**: # Delivery Location Cities.
 +
** There is '''special logic''' for using of ''Pick Up / Delivery Truckers'':
 +
*** If both ''Truckers'' are empty
 +
***: Then list date under ''-Undefined-'' carrier
 +
*** If ''Pick Up Trucker'' = company A and ''Delivery Trucker'' = blank
 +
***: Then list under company A and show Destination Terminal cell blank
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*** If ''Pick Up Trucker'' = blank and ''Delivery Trucker'' = company A
 +
***: Then list under company A and show Origin Terminal cell blank
 +
*** If ''Pick Up Trucker'' = company A and ''Delivery Trucker'' = company B
 +
***: Then list under company A and company B and show both Terminals
 +
==== SD: Columns Definitions ====
 +
* For every MOT there is a set of columns that should be shown.
 +
* Summary monthly totals shows for a month specified in the header of ''Month'' section.
 +
* Examples of layouts for the report output shown here:
-
==== Figure 3. Mode Air ====
+
===== MOT: FCL =====
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[[File:CarrierAirStats.JPG|Air]]
+
:''Origin Terminal'' - location that shipment is moved from (port)
 +
:''Destination Terminal'' - location that shipment is moved to (port)
 +
:''Month'' section - Report by monthly (Jan - Dec); depend on Month filter is selected. Header of section as label in format "MMM-yy", which includes the following columns:
 +
:*''20'ft'' - the total number of containers for that particular size and types: 20 ft (include all types).
 +
:*''40'ft'' - the total number of containers for that particular size and types: 40 ft (include all types except HQ).
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:*''40'hq'' - the total number of containers for that particular size and types: 40 hq (40 HQ only).
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:*''45'ft'' - the total number of containers for that particular size and types: 45 ft (include all types).
 +
:*''T.E.U'' - summary calculation of [[TEU]] for all container size and types of current line (for "location country from" to "location country to").
 +
:'''Total line''' with label (country -> country) - sum up result per column per "location country from" to "location country to".
 +
'''Example 1. Mode FCL'''
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==== Figure 4. Mode Truck ====
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[[File:CarrierFCLStats.JPG|FCL]]
-
[[File:CarrierTruck.JPG|Truck]]
+
-
==== Summary ====
+
===== MOT: LCL =====
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* Output is a spreadsheet
+
:''Origin Terminal'' - location that shipment is moved from (port)
-
* Spreadsheet tabs: there is one tab per mode
+
:''Destination Terminal'' - location that shipment is moved to (port)
-
* Spreadsheet consists of Header, Body, and footer
+
:''Month'' section - Report by monthly (Jan - Dec); depend on Month filter is selected. Header of section as label in format "MMM-yy", which includes the following columns:
-
* Header:
+
:*''CT'' - summary shipments count().
-
** Report name
+
:*''Gross Weight'' - summary Gross Weight count().
-
** Date time stamp
+
:*''CBM'' - summary CBM count().
-
** Criteria(list of filters selected)
+
:*''Avg Weight'' - summary calculation. Total of Gross Weight/Number of CT shipments count().
-
** Jaguar Logo
+
:'''Total line''' with label (country -> country) - sum up result per column per location country from to location country to.
-
* Body:(general info)
+
::* Avg Weight in the total line should be calculated as usual by formula (not summing!): Total Gross weight / Total number of CTs.
-
** consists of sections: separately by from country to country
+
'''Example 2. Mode LCL'''
-
** 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 [[#Column Definitions]] below
+
-
* Footer:
+
-
** There is no footer
+
-
==== Columns Definitions ====
+
[[File:CarrierLCLStats.JPG|LCL]]
-
'''MOT: FCL'''
+
-
''Origin Terminal''
+
===== MOT: AIR =====
-
:* location that shipment is moved from (port)
+
:''Origin Terminal'' - location that shipment is moved from (airport).
-
''Destination Terminal''
+
:''Destination Terminal'' - location that shipment is moved to (airport).
-
:* location that shipment is moved to (port)
+
:''Month'' section - Report by monthly (Jan - Dec); depend on Month filter is selected. Header of section as label in format "MMM-yy", which includes the following columns:
-
''Month''
+
:*''CT'' - summary shipments count().
-
:* Report by monthly (Jan - Dec); depend on Month filter is selected
+
:*''Chg Weight'' - summary Chargeable Weight count().
-
''20'ft''
+
:*''Avg Weight'' - summary calculation: Total of Chargeable Weight/Number of CT shipments count().
-
:* summary count() for that particular size and types: See [[#Hard Coded Conditions]]
+
:'''Total line''' with label (country -> country) - sum up result per column per location country from to location country to.
-
''40'ft''
+
::* Avg Weight in the total line should be calculated as usual by formula (not summing!): Total Chargeable Weight / Total number of CTs.
-
:* summary count() for that particular size and types: See [[#Hard Coded Conditions]]
+
'''Example 3. Mode Air'''
-
''40'hq''
+
-
:* summary count() for that particular size and types: See [[#Hard Coded Conditions]]
+
-
''T.E.U''
+
-
:* summary calculation for that particular size and types: See [[#Hard Coded Conditions]]
+
-
''Total'' with label (country -> country)
+
-
:* sum up result per column per "location country from" to "location country to"
+
-
'''MOT: LCL'''
+
[[File:CarrierAirStats.JPG|Air]]
-
''Origin Terminal''
+
===== MOT: TRUCK =====
-
:* location that shipment is moved from (port)
+
:''Origin Terminal'' - location that shipment is moved from (terminal).
-
''Destination Terminal''
+
:''Destination Terminal'' - location that shipment is moved to (terminal).
-
:* location that shipment is moved to (port)
+
:''Month'' section - Report by monthly (Jan - Dec); depend on Month filter is selected. Header of section as label in format "MMM-yy", which includes the following columns:
-
''Month''
+
:*''CT'' - summary shipments count().
-
:* Report by monthly (Jan - Dec); depend on Month filter is selected
+
:*''Gross Weight'' - summary Gross Weight count().
-
''CT''
+
:*''Avg Weight'' - summary calculation: Total of Gross Weight/Number of CT shipments count().
-
:* summary shipments count()  
+
:'''Total line''' - sum up result per column per location country from to location country to.
-
''Gross weight''
+
::* Avg Weight in the total line should be calculated as usual by formula (not summing!): Total Gross Weight / Total number of CTs.
-
:* summary gross weight count()
+
'''Example 4. Mode Truck'''
-
''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
+
-
 
+
[[File:CarrierTruck.JPG|Truck]]
-
'''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'')
+
-
:* 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''& ''blue'')
+
-
:* 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
+
-
 
+
-
== SD: Systems Design ==
+
-
 
+
-
<div style="background-color:DarkSeaGreen;"> <!-- DarkSeaGreen -->
+
-
 
+
-
''This wiki section is managed by: [[Systems Analyst]]''
+
-
 
+
-
=== SD: Summary ===
+
-
* This report is one of a family of statistics reports. Carrier Statistics Report is available from the main menu on the next path: "Reports -> Statistical -> Carrier Statistics". See [[#Figure 0. Main Menu item | Figure 0]].
+
-
** Also it can be created from Save/Scheduled Reports under Report Class drop-down menu.
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* Report should be contain monthly information for one or several Carriers for a specified period. Purposes of Carrier Statistics Report are described in [[#BR:_Business_Requirements]].
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* Information that should be reflected in the report is grouped by MOT([[CT_bo#Mode_Of_Transport | Mode Of Transport]]) and is described in [[#Hard Coded Conditions]].
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* Totals are per month based on Actual Collection Date:
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:* [[Container | Actual Collection Date]] for MOT = {OCEAN - FCL, Trucking-Ocean}.
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:* [[CT_bo#Actual_Export_Pick_Up_Date | Actual Export Pick-Up Date]] for MOT = {OCEAN - LCL, AIR, Trucking-Domestic, Trucking-Air}.
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-
 
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=== SD: Filters ===
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* On the report template are filters to configure the report generation. See [[#Figure 1. Carrier Statistics Report Template  | Figure 1]].
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* Most filters are "multi select", exclude "Year to report" and "Month From ... To ...".
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** A detailed description of these fields, see [[#User Defined Conditions]].
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** Note 1: Origin/Destination Regions dropdown lists mapped to Admin->Geography->Regions.
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** Note 2: Origin/Destination Terminals dropdown lists mapped to:
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*** [[CT_bo#Origin_Terminal]] / [[CT_bo#Destination_Terminal]] for Ocean CTs.
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*** [[CT_bo#Airport_Of_Departure]] / [[CT_bo#Airport_Of_Destination]] for Air CTs.
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*** address info derived from [[CT_bo#Shipper_Address]] / [[CT_bo#Consignee_Address]] for Truck CTs.
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* Every filter is connected by AND and sub selections inside each filter combo-box are connected by OR.
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** For example: (Year to Report = 2009) '''AND''' (Mode = Ocean '''OR''' Mode = Air) '''AND'''  (Carrier = APL '''OR''' Carrier = COSCO)
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* If a filter is not set, that means "all". For example, if Mode filter is blank, then report will include all modes info.
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-
 
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=== SD: Output ===
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* Output form of this report is carried out only in spreadsheet (HTML form is not required).
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* Output spreadsheet contains information divided by tabs, each of which corresponds to one selected MOT from the "Transport Modes" filter on template.
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:* For details, see [[#Summary]].
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* For every MOT there is a set of columns that should be shown. See [[#Columns Definitions]].
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* Examples of layouts for the report output shown in [[#Output]]:
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:* [[#Figure 1. Mode FCL]]
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:* [[#Figure 2. Mode LCL]]
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:* [[#Figure 3. Mode Air]]
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:* [[#Figure 4. Mode Truck]]
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=== SD: Figures ===
=== SD: Figures ===
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==== Figure 1. Carrier Statistics Report Template ====
==== Figure 1. Carrier Statistics Report Template ====
[[File:CarrierStatisticsReportTemplate.gif]]
[[File:CarrierStatisticsReportTemplate.gif]]
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==== Figure 2. Carrier Statistics Report Output Tab ====
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[[File:CarrierStatisticsReportOutputTab.gif]]
</div>
</div>
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=== m1573 ===
=== m1573 ===
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* http://mantis.jaguarfreight.com/mantis/view.php?id=1573
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'''last revision with BR''' - http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Carrier_Statistic_Report&oldid=11494
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'''last revision''' - http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Carrier_Statistic_Report&oldid=12755
==== BA 1573 ====
==== BA 1573 ====
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==== SA 1573 ====
==== SA 1573 ====
* See [[#SD: Systems Design]]
* See [[#SD: Systems Design]]
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 +
=== 0002447: (*ph1)(Carrier Statistics) Tweak: show Grand Total(sum for all ttl value) for each and all sections after the total line ===

Current revision as of 20:21, 14 December 2010


Contents

[edit] Parent Mantis

1599

[edit] CBN: Core Business Need

This report should help in defining the amount of shipments handled specific Carrier (Vendor) .

This report is related to Client Statistics Report

[edit] SD: Systems Design

This wiki section is managed by: Systems Analyst

[edit] SD: Summary

  • This report is one of a family of statistics reports. It is related to Client Statistics Report.
  • Carrier Statistics Report is available from the main menu on the next path: "Reports -> Statistical -> Carriers Statistic". See Figure 0.
    • Also it can be created from Save/Scheduled Reports under Report Class drop-down menu.
  • Purpose of Carrier Statistics Report is to provide the ability to view statistic numbers for Carriers of:
  • FCL: How many containers with different types and sizes with T.E.U. per month from each origin terminal to each destination terminal?
  • LCL: How many CT shipments and how much total of gross weight and total in cbm per month for each LCL shipment from each origin terminal to each destination terminal each month?
  • Air: How many CT shipments and 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?

[edit] SD: Details Per Mode

  • Report should be contain monthly information for one or several Carriers 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.

[edit] Totals

  • Totals are per month based on Actual Pick Up 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 Pickup Date of CT should be in range of this month.
  • All weight totals displays in KG, CBM total (for MOT=LCL) displays in CBM.
  • Show Grand Total (sum for all ttl value) for each and all sections after the total line.

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 Equivalent, 40 ft/hq or 45 ft = 2 TEU)
    • For automatic calculation of TEU should be used values from Container Sizes table: Admin - Transportation - Container Sizes.
      • NOTE: (Not implemented yet, see mantis 2383).
  • Total of each column

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

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

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

[edit] SD: Filters

  • On the report template are Filters to configure the report generation. See Figure 1.

[edit] List of filters

  • Actual Pickup Date - located on the template as two pairs "Month & Year" dropdowns: From and To.
    • This filter is required to be filled on the all fields. If even one field is blank then system shows warning message "You have not set Actual Pickup Date filter".
    • By default: all dropdowns are blank.
  • Transport Modes - located on the template as dropdown list, which include MOT = {OCEAN-FCL, OCEAN-LCL, AIR, TRUCKING}.
  • Client Companies - located on the template as dropdown list, which mapped from Client Companies (Admin > Client Companies) to CT_bo#E0_Client.
  • Shippers - located on the template as client specific dropdown lists, which include only shippers that are associated with client companies.
    • Mapped to CT_bo#Shipper (Admin > Addressbook > Transportation > Shipper (T1)).
  • Consignees - located on the template as client specific dropdown lists, which include only consignees that are associated with client companies.
    • Mapped to CT_bo#Consignee (Admin > Addressbook > Transportation > Consignee (T2)).
  • Origin Countries (Admin->Geography->Countries) - located on the template as dropdown list, which mapped to:
  • Destination Countries (Admin->Geography->Countries) - located on the template as dropdown list, which mapped to:
  • Origin Regions (Admin->Geography->Regions) - located on the template as dropdown list, which mapped to:
  • Destination Regions (Admin->Geography->Regions) - located on the template as dropdown list, which mapped to:
  • Steamshiplines - Carriers dropdown list for CTs with MOT=OCEAN.
    • Visible when "Transport Modes" filter is blank or contains any OCEAN value.
    • Mapped to CT_bo#Steamshipline (Admin > Carriers > Steamshiplines).
  • Origin Ports/Terminals - located on the template as a dropdown list which becomes visible when "Transport Modes" filter is blank or contains any OCEAN value.
  • Destination Ports/Terminals - located on the template as a dropdown list which becomes visible when "Transport Modes" filter is blank or contains any OCEAN value.
  • Airlines - Carriers dropdown list for CTs with MOT=AIR.
    • Visible when "Transport Modes" filter is blank or contains AIR value.
    • Mapped to CT_bo#Airline (Admin > Carriers > Airlines).
  • Origin Airports - located on the template as a dropdown list which becomes visible when "Transport Modes" filter is blank or contains AIR value.
  • Destination Airports - located on the template as a dropdown list which becomes visible when "Transport Modes" filter is blank or contains AIR value.
  • Pick Up Truckers - 1st Carriers dropdown list for CTs with MOT=TRUCKING.
    • Visible when "Transport Modes" filter is blank or contains TRUCKING value.
    • Mapped to CT_bo#Export Pick Up Trucker (Admin > Addressbook > Vendors > Trucking Company (v3)).
  • Delivery Truckers - 2nd Carriers dropdown list for CTs with MOT=TRUCKING.
    • Visible when "Transport Modes" filter is blank or contains TRUCKING value.
    • Mapped to CT_bo#Delivery Trucker (Admin > Addressbook > Vendors > Trucking Company (v3)).
  • Pickup Location Cities - located on the template as a dropdown list which becomes visible when "Transport Modes" filter is blank or contains TRUCKING value.
  • Delivery Location Cities - located on the template as a dropdown list which becomes visible when "Transport Modes" filter is blank or contains TRUCKING value.

[edit] Output Tab

  • This tab contains text line "NOTE: Report only includes 20, 40, 45 ft containers". See on Figure 2.

[edit] Action Controls

  • Reset Form button:
to clear form
  • Generate Result button:
to generate report
  • These buttons located both at the top and bottom of template.

[edit] Notes

  • 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.
  • All filters are multi-select, exclude "Actual Pickup Date" and "No Archived".
    • 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 (Carrier = APL OR Carrier = COSCO)

[edit] 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.
  • Spreadsheet consists of Header and Body:
    • Header: Report name, Date time stamp, Criteria(list of filters selected), Transport Mode, Jaguar Logo.
    • Body(general info):
      • consists of sections: separately by each Carrier
      • each section top label Carrier Name (Steamshipline for of MOT=Ocean, Airline for MOT=Air, Company-City-Remark form for MOT=Truck)
        • each Carrier section consists of sub-sections: separately by from country to country
          • each sub-section consists set of lines that reflect specific summary info for each pair of "Origin/Destination Terminal" per each month from Actual Pick Up filter
        • each sub-section finishes with sub-total line that contains the total values for each columns that summed in this sub-section.
      • each Carrier section finishes with grand total line that contains the total values for each columns that summed in this section by sub-totals.
      • many sections should be separated by one row
  • NOTE. If some Carrier field or "geografic" field does not filled (is blank) in CT that included in the report then it will be reflected in the report as "-Undefined-".
    • These fields are (mapping in Filters):
      # Origin Countries.
      # Destination Countries.
      # Origin Regions.
      # Destination Regions.
      # Steamshiplines.
      # Origin Ports/Terminals.
      # Destination Ports/Terminals.
      # Airlines.
      # Origin Airports.
      # Destination Airports.
      # Pick Up Truckers.
      # Delivery Truckers.
      # Pickup Location Cities.
      # Delivery Location Cities.
    • There is special logic for using of Pick Up / Delivery Truckers:
      • If both Truckers are empty
        Then list date under -Undefined- carrier
      • If Pick Up Trucker = company A and Delivery Trucker = blank
        Then list under company A and show Destination Terminal cell blank
      • If Pick Up Trucker = blank and Delivery Trucker = company A
        Then list under company A and show Origin Terminal cell blank
      • If Pick Up Trucker = company A and Delivery Trucker = company B
        Then list under company A and company B and show both Terminals

[edit] SD: Columns Definitions

  • For every MOT there is a set of columns that should be shown.
  • Summary monthly totals shows for a month specified in the header of Month section.
  • Examples of layouts for the report output shown here:
[edit] MOT: FCL
Origin Terminal - location that shipment is moved from (port)
Destination Terminal - location that shipment is moved to (port)
Month section - Report by monthly (Jan - Dec); depend on Month filter is selected. Header of section as label in format "MMM-yy", which includes the following columns:
  • 20'ft - the total number of containers for that particular size and types: 20 ft (include all types).
  • 40'ft - the total number of containers for that particular size and types: 40 ft (include all types except HQ).
  • 40'hq - the total number of containers for that particular size and types: 40 hq (40 HQ only).
  • 45'ft - the total number of containers for that particular size and types: 45 ft (include all types).
  • T.E.U - summary calculation of TEU for all container size and types of current line (for "location country from" to "location country to").
Total line with label (country -> country) - sum up result per column per "location country from" to "location country to".

Example 1. Mode FCL

FCL

[edit] MOT: LCL
Origin Terminal - location that shipment is moved from (port)
Destination Terminal - location that shipment is moved to (port)
Month section - Report by monthly (Jan - Dec); depend on Month filter is selected. Header of section as label in format "MMM-yy", which includes the following columns:
  • 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 line with label (country -> country) - sum up result per column per location country from to location country to.
  • Avg Weight in the total line should be calculated as usual by formula (not summing!): Total Gross weight / Total number of CTs.

Example 2. Mode LCL

LCL

[edit] MOT: AIR
Origin Terminal - location that shipment is moved from (airport).
Destination Terminal - location that shipment is moved to (airport).
Month section - Report by monthly (Jan - Dec); depend on Month filter is selected. Header of section as label in format "MMM-yy", which includes the following columns:
  • CT - summary shipments count().
  • Chg Weight - summary Chargeable Weight count().
  • Avg Weight - summary calculation: Total of Chargeable Weight/Number of CT shipments count().
Total line with label (country -> country) - sum up result per column per location country from to location country to.
  • Avg Weight in the total line should be calculated as usual by formula (not summing!): Total Chargeable Weight / Total number of CTs.

Example 3. Mode Air

Air

[edit] MOT: TRUCK
Origin Terminal - location that shipment is moved from (terminal).
Destination Terminal - location that shipment is moved to (terminal).
Month section - Report by monthly (Jan - Dec); depend on Month filter is selected. Header of section as label in format "MMM-yy", which includes the following columns:
  • CT - summary shipments count().
  • Gross Weight - summary Gross Weight count().
  • Avg Weight - summary calculation: Total of Gross Weight/Number of CT shipments count().
Total line - sum up result per column per location country from to location country to.
  • Avg Weight in the total line should be calculated as usual by formula (not summing!): Total Gross Weight / Total number of CTs.

Example 4. Mode Truck

Truck

[edit] SD: Figures

[edit] Figure 0. Main Menu item

File:Mainmenu_statreports_carrier.gif

[edit] Figure 1. Carrier Statistics Report Template

File:CarrierStatisticsReportTemplate.gif

[edit] Figure 2. Carrier Statistics Report Output Tab

File:CarrierStatisticsReportOutputTab.gif

[edit] History

[edit] m1573

last revision with BR - http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Carrier_Statistic_Report&oldid=11494

last revision - http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Carrier_Statistic_Report&oldid=12755

[edit] BA 1573

See #BR: Business Requirements section

[edit] Note from Sys Architect 1573

  • There is one misleading moment here: #BR: Business Requirements are very detailed but can not be considered as Systems design - there are many questions remaining.

Design that developer must follow is defined as usual in #SD: Systems Design.

[edit] SA 1573

[edit] 0002447: (*ph1)(Carrier Statistics) Tweak: show Grand Total(sum for all ttl value) for each and all sections after the total line

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