Ocean Export – Reports

What each number means

1. 1
   Ocean Freight • Export Reports

   AI-powered Ocean Export reports grouped by team: Sales, Ops, Accounting and Others.

2. 2
   30 reports · 20 live

   Total reports on this page; 20 are Live (real data), the rest are Preview.

3. 3
   Favorites

   Reports you starred appear here for quick access.

4. 4
   No favorites yet

   Tap the star on any report card to pin it here.

5. 5
   Sales Reports — 7

   Quote and sales performance reports.

6. 6
   LIVE badge

   LIVE = the report shows real-time data.

7. 7
   Star

   Adds the report to Favorites.

8. 8
   Open report

   Opens the report with its filters in a new view.

9. 9
   AVAILABLE

   The report is ready to use.

10. 10
    PREVIEW

    Preview report — layout available, data still being completed.

11. 11
    Ops Reports — 18

    Bookings, milestones, documents and operations reports.

12. 12
    Accounting Reports — 4

    Invoices, bills and profitability reports.

13. 13
    Rate Quote Report (Live)

    Quotes raised, converted and TEU pipeline — track how many quotations became bookings.

14. 14
    DP Sales Brokerage Report (Live)

    DP sales brokerage compared with booking profit.

15. 15
    Booking Salesperson Report (Live)

    Bookings and revenue grouped by salesperson.

16. 16
    Destination Wise TEUS Report (Live)

    TEU volume and revenue grouped by destination port.

17. 17
    Top 50 Customer Report (Live)

    Customer ranking by revenue and profit.

18. 18
    Customer Loss Report (Live)

    Customers whose business is declining vs. the prior year.

19. 19
    Combine Rate Quote Report (Preview)

    Rate quotes consolidated by trade lane.

20. 20
    Booking Report (Live)

    Bookings with profitability and carrier mix.

21. 21
    AES Audit Report (Preview)

    Automated Export System (AES) filings — status by shipment.

22. 22
    File Cancellation Report (Live)

    Cancelled bookings and the revenue lost.

23. 23
    Trucking Report (Preview)

    Inland drayage / trucking moves attached to ocean files.

24. 24
    Doc C/O 3 Days Alert Report (Live)

    Shipments whose documentation cut-off is within 3 days.

25. 25
    Shipment Events Report (Preview)

    Carrier event timeline per booking.

26. 26
    Auto Cut off Report (Live)

    Cut-off dates pulled automatically from carrier feeds.

27. 27
    Advanced Status Report (Live)

    Milestone-based shipment status with progress bars.

28. 28
    Onboard Status Report (Live)

    Containers physically loaded vs. booked.

29. 29
    MBL Proofing Report (Live)

    Master B/L proofing status per shipment.

30. 30
    Container Tracking Report (Preview)

    Last-known position of each container.

31. 31
    ICS2 Booking Report (Preview)

    EU ICS2 (ENS) filing status for Europe-bound bookings.

32. 32
    Task Audit Report (Live)

    Audit of tasks completed / pending per file and user.

33. 33
    Sales Person Report (Live)

    Shipments and volume by sales person.

34. 34
    TUES Report (Live)

    TEU volume summary across export files.

35. 35
    Activa Report (Live)

    Activity report of export files for the selected period.

36. 36
    Onboard Report (Live)

    Shipments that are on board the vessel.

37. 37
    Daily Report (Live)

    Day-wise summary of export operations.

38. 38
    Invoice Pending Report (Preview)

    Open receivables (AR) with aging buckets.

39. 39
    Bill Report (Preview)

    Vendor bills, aging and payable (AP) status.

40. 40
    P&L Report On File Basis (Preview)

    Profit, cost and opex per file.

41. 41
    Export P & L Report (Live)

    Export profit and loss summary.