Reports¶
The Reports catalogue (Reports in the main navigation) is a set of filterable, exportable operational and financial reports built directly from live depot data — no separate reporting tool or data warehouse involved. Every report follows the same pattern: pick your filters, run it, and export the result.
Before you start¶
There are no setup prerequisites to view a report — if you can see the Reports menu item, every report card on this page is available to you (subject to the role notes below). To get meaningful output from the financial reports, tariffs must already be resolving correctly — a report only shows what the system actually billed.
Walkthrough¶
Open Reports to see the catalogue, grouped into two sections plus any custom reports your depot has added:
Operations¶
| Report | Shows |
|---|---|
| Gate In | Container arrivals with full gate pass details (truck, driver, seal, vessel, voyage, booking, condition, EIR, etc.) |
| Gate Out | Container departures, including dwell time and storage charges accrued |
| Inventory | A live snapshot of every container currently in the depot |
| Dwell Time | Average container dwell time grouped by ISO size/type |
| Yard Utilisation | Current slot occupancy and utilisation percentage per yard zone |
| Throughput | Gate moves per day as an IN/OUT series chart |
| Expiry Alerts | Containers with upcoming CSC or survey certificate expiry |
Financial¶
| Report | Shows |
|---|---|
| Revenue | Billed revenue broken down by charge code and category |
| Invoice Ageing | Outstanding invoice balance by age bucket: 0–30 / 31–60 / 61–90 / 90+ days |
| Work Order Cost | Completed work order costs by container, customer, and work order type |
Each report has its own set of filters relevant to what it shows — typically a date range, customer, and shipping line, plus report-specific fields (e.g. ISO type or condition on Gate In). Date-range reports accept an optional time alongside the date, read in your depot's local clock — leave the time blank to cover the whole day.
Every standard report can be exported as CSV, Excel, or PDF from buttons on the report page itself, in addition to the columns already shown on screen.
Custom reports¶
If your depot has had one or more custom reports provisioned, they appear in their own Custom Reports section on this page, alongside the standard catalogue. These are custom-built reports configured directly by your CDMS administrator or implementation partner — there is currently no way to build a new custom report yourself from within CDMS. If you need a new custom report, that's a request to your CDMS administrator or implementation partner, not something you configure yourself in Settings.
Related pages¶
- How tariffs and repair prices are resolved — the logic behind the numbers in Revenue and Work Order Cost.
- Invoices — the source data for Invoice Ageing.
- Gate operations — the source data for Gate In / Gate Out / Throughput.
Who can access this¶
Admin, Manager, Billing, and Viewer can all see the Reports menu and open any of the seven operational reports. Gate Operator and Yard Operator have no Finance-area access at all and do not see Reports in the navigation.
The two financial reports — Revenue and Invoice Ageing — are restricted further: only Admin and Billing can open them. Manager and Viewer can see the Reports catalogue and the operational reports, but not Revenue or Invoice Ageing.