Report Module Guide: Transporter Cost Ratio Report
Module Location
Sales > Reports > Transporter Cost Ratio Report
Module Objective
The Transporter Cost Ratio Report module is used to generate a report that analyzes the shipping cost ratio. This report calculates the percentage of the shipping cost (freight cost) against the value of the goods being shipped. This is a Key Performance Indicator (KPI) for measuring and comparing the cost-efficiency of each shipping company (expedition/transporter).
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
State / Province:
Filter the report by destination area, whether All, per Island, or Selected (Specific Province).
Expedition:
Select the scope of shipping services, whether All or Selected (Specific Expedition).
From WH / Destination:
Filter by the origin warehouse and the shipping destination.
Shipment Date:
Specify the From and To date range to define the shipping period to be analyzed (e.g., August 1, 2025, to August 31, 2025).
2. Steps to Generate the Report
Step 1: Set Report Parameters
Select all the parameters you need, for example, a Shipment Date range and a specific Expedition to compare efficiency.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons in the bottom-left section of the page:
Display Report: To preview the analysis report directly on your screen.
Export To MS Excel: To download the report data in an Excel file format.
3. Example of the Report View
After you click, the system will generate a detailed report like the following, which details every shipment and its cost ratio.
Report Explanation: This report will display a detailed list of each shipment along with its cost ratio analysis.
Key Columns for Analysis:
Expedition: The name of the expedition company used.
Amount: Likely the total value of the goods shipped.
%CostRatio: This column is the main analysis result, showing the percentage of the shipping cost against the value of the goods. A lower number indicates better efficiency.
Tips & Important Notes
Use this report to compare the cost-efficiency among various expedition companies.
Analyzing the cost ratio per destination (State / Province) can help in making strategic logistics decisions and determining shipping charges.
This report is an important performance measurement tool for the Logistics and Finance teams.
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