Shipment and Container Report

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Purpose

Output a report of shipment and container information.

Overview

Use Shipment and Container Report to create a report that lists information about shipments and containers. You can filter the report for a specific location, and by scheduled ship date, scheduled delivery date, shipment status, originating country, and receipt status.

You can output a summary or detail version of the report, and select to include or exclude notes on the report. You can also sort the report by container or shipment.

Note If you output the report to Excel, the report includes additional information, such as the ports for each container.

Generating the Shipment and Container Report

To generate the report:

Select filter criteria for the report.
Select whether to sort the report by shipment or container.
Select the receipt status of shipments to include on the report.
Select whether to include product and/or lot detail on the report.
Select whether to include shipment notes on the report.
Select whether to only include containers on shipments on the report.
Click the Print Options tab.
Select a process option and output option.
Click the Print button in the ribbon to output the report.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Shipment and Container Report window.
Print	Click this button to display, output, email, or print the report.

Select Tab Fields and Buttons

Field or Button	Description
Ship to Location	Enter the ship-to location prefix or name to include on the report, or click the Lookup buttons to select a ship-to location prefix or name.
All Scheduled Ship Dates	Select this check box to include shipments for all scheduled ship dates on the report. This check box is selected by default, and is only enabled if you select the Only show Containers on Shipments check box.
From (Scheduled Ship Date)	Enter a scheduled ship date for which to include shipments on the report, or click the drop-down arrow to select a date. If you want to include shipments for a range of scheduled ship dates, enter the first date in the range. This field is only enabled if you clear the All Scheduled Ship Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
To (Scheduled Ship Date)	Enter the last date in a range of scheduled ship dates for which to include shipments on the report, or click the drop-down arrow to select a date. If you want to include shipments for a single scheduled ship date, you can leave this field blank. This field is only enabled if you clear the All Scheduled Ship Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
All Demurrage Dates	Select this check box to include containers for all demurrage dates on the report. The demurrage date is the last date a container can remain at the port before fees are assessed. This check box is selected by default.
From (Demurrage Date)	Enter the first date in a range of demurrage dates for which to include containers on the report, or click the drop-down arrow to select a date. The demurrage date is the last date a container can remain at the port before fees are assessed. This field is only enabled if you clear the All Demurrage Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
To (Demurrage Date)	Enter the last date in a range of demurrage dates for which to include containers on the report, or click the drop-down arrow to select a date. The demurrage date is the last date a container can remain at the port before fees are assessed. This field is only enabled if you clear the All Demurrage Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
All Detention Dates	Select this check box to include containers for all detention dates on the report. The detention date is the last date the container can be kept after delivery before fees are assessed. This check box is selected by default.
From (Detention Date)	Enter the first date in a range of detention dates for which to include containers on the report, or click the drop-down arrow to select a date. The detention date is the last date the container can be kept after delivery before fees are assessed. This field is only enabled if you clear the All Detention Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
To (Detention Date)	Enter the last date in a range of detention dates for which to include containers on the report, or click the drop-down arrow to select a date. The detention date is the last date the container can be kept after delivery before fees are assessed. This field is only enabled if you clear the All Detention Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
All Scheduled Delivery Dates	Select this check box to include shipments for all scheduled delivery dates on the report. This check box is selected by default.
From (Scheduled Delivery Date)	Enter a scheduled delivery date for which to include shipments on the report, or click the drop-down arrow to select a date. If you want to include shipments for a range of scheduled delivery dates, enter the first date in the range. This field is only enabled if you clear the All Scheduled Delivery Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
To (Scheduled Delivery Date)	Enter the last date in a range of scheduled delivery dates for which to include shipments on the report, or click the drop-down arrow to select a date. If you want to include shipments for a single scheduled delivery date, you can leave this field blank. This field is only enabled if you clear the All Scheduled Delivery Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
All Shipment Statuses	Select this check box to include shipments of all statuses on the report. This check box is selected by default, and is only enabled if you select the Only show Containers on Shipments check box.
Shipment Status	Enter a shipment status for which to include shipments on the report, or click the Lookup button to select a shipment status. This field is only enabled if you clear the All Shipment Statuses check box. For information on setting up shipment statuses, see Shipment Status Maintenance.
All Container Statuses	Select this check box to include containers of all statuses on the report. This check box is selected by default.
Container Status	Enter a container status for which to include containers on the report, or click the Lookup button to select a container status. This field is only enabled if you clear the All Container Statuses check box. For information on setting up container statuses, see Shipment Status Maintenance.
All Originating Countries	Select this check box to include shipments originating from all countries on the report. This check box is selected by default, and is only enabled if you select the Only show Containers on Shipments check box.
Country	Enter an originating country for which to include shipments on the report, or click the Lookup button to select a country. This field is only enabled if you clear the All Originating Countries check box.
All Containers	Select this check box to include all containers on the report. This check box is selected by default, and is only enabled if you select the All Shipments check box.
Container	Enter a container to include on the report, or click the Lookup button to select a container. This field is only enabled if you clear the All Containers check box. If you click the Lookup button, you can only select containers for the ship-to location entered in the Ship to Location field. To enter a container quickly, you can type the prefix cnt, followed by a period, then the number. The full container number appears when you press the Tab key if the container exists for the ship-to location entered in the Ship to Location field. Example To enter container number CNT000000056, type cnt.56.
All Shipments	Select this check box to include all shipments on the report. This check box is selected by default, and is only enabled if you select the All Containers check box.
Shipment	Enter a shipment to include on the report, or click the Lookup button to select a shipment. This field is only enabled if you clear the All Shipments check box.
Sort Options	Select one of the following options for sorting the report. Container - Sort by container ID. Shipment/Container - Sort by shipment ID, and then by container ID.
Receipt Status	Select whether to include shipments that have not been received, have been received, or both that have and have not been received.
Print Detail	Select this check box to include product detail on the report. This check box is cleared by default. Note If you output the detail version of the report to Excel, the report includes additional product details, and open amounts are displayed for each line item.
Print Lot Detail	Select this check box to include specific lot information on the report, such as quantity and expiration date. This check box is only enabled if you select the Print Detail check box.
Print Notes	Select this check box to include shipment and container notes on the report. This check box is cleared by default.
Only show Containers on Shipments	Select this check box to only include containers on shipments on the report. This check box is cleared by default.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.