# Shipment Planning Report

### **Report Module Guide: Shipment Planning Report**

#### **Module Location**

#### Inventory > Reports > Transaction > Shipment Planning Report

#### **Module Objective**

#### The **Shipment Planning Report** module is used to generate a report that summarizes all **Shipment Planning** documents that have been created. This report is used to review all trip plans or shipping routes within a specific period.

### **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:

- #### **Date**:
    
    
    - #### Specify the date range in the **From** and **To** fields to see the shipment plans for that period.
- #### **Area**:
    
    
    - #### Filter the report by destination area, whether **All** or a **Selected** area.
- #### **Type**:
    
    
    - #### Select **Summary** to see totals, or **Detail** to see a breakdown per transaction.

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Define the date range and other filters you need.

#### **Step 2: Generate the Report**

#### After all parameters are set, click one of the two buttons at the bottom:

- #### **\[Display Report\]**: To preview the report directly on your screen.
- #### **\[Export to MS Excel\]**: To download the report data in an Excel file format.

### **3. Reading the Report (Report Content)**

#### The generated report is a list of all shipment planning activities.

#### This report displays important details such as:

- #### The Shipment Planning Number.
- #### The Goods Shipment Date.
- #### Vehicle Data and Driver Data.
- #### The Delivery Order numbers included in the plan.
- #### The destination Customer.

### **Tips & Important Notes**

- #### This report is a recapitulation of the data managed in the **Shipment Planning** module.
- #### Use this report to review route efficiency and the punctuality of planned shipping schedules. This is an important evaluation report for a **Logistics Manager**.