Reports and analyticsOperational and financial reports from live data.
Registers, stock and voyage reports, financial statements and an analytics dashboard, with Excel and PDF output.
Platform
Overview
Management reporting in an agency often means exporting lists and rebuilding them in a spreadsheet. Sailix keeps the reports next to the transactions. The NVOCC Reports menu holds 23 reports, from B/L pending for invoicing and the export B/L register to container stock, vessel voyage financial status and the agent statement of account.
Financial reports sit under Financials: ledgers, bank and cash books, outstanding and aging, trial balance, profit and loss and balance sheet. An analytics dashboard charts customers, inquiries and negotiations over a period you choose. Freight forwarding has its own report menus for jobs, quotations, work in progress and agent performance.
Capabilities
What it does
Document registers
Registers for export B/Ls, export and import delivery orders, bookings, booked containers and voyages, each with its own filters and party columns.
Invoicing and collection reports
B/L pending for invoicing, draft export and import invoices, export daily collection and booking cost summary show what is unbilled or uncollected.
Container and voyage reports
Container stock and empty stock position by location and type, discharge and load performance per line and voyage, and vessel voyage financial status.
Financial statements
General ledger, day book, bank and cash books, party outstanding and aging, trial balance, profit and loss and balance sheet, generated as PDF or Excel.
Analytics dashboard
Charts for business growth, customer status and location, negotiations, inquiries and daily activity over the last 7, 30, 90 or 365 days.
Excel export
Operational reports have an Export Excel button. The workbook contains every column of the report, including those hidden on screen to fit the width.
Workflow
How it works
First
Pick a report
Open the Reports menu, or find the report by name with the module search.
Then
Set the filters
Choose a date range preset or custom dates, and narrow by line, office or the other fields the report offers.
Next
Read the result
Review the table on screen and choose which columns to show.
Finally
Export
Download operational reports to Excel, or generate financial reports as PDF or Excel.
Questions
Questions and answers
What reports does Sailix include for NVOCC and liner agency work?
- The Reports menu covers B/L pending for invoicing, export B/L register, export and import delivery order registers, booking and booking container registers, booking cost summary, container stock, empty stock position, discharge and load performance, voyage register, vessel voyage financial status and agent statement of account reports.
Can Sailix reports be exported to Excel?
- Yes. Operational reports have an Export Excel button that downloads a formatted workbook with all of the report's columns, whether or not they are visible on screen. Financial reports such as trial balance and profit and loss can be generated as Excel or as PDF.
Does Sailix produce a trial balance, profit and loss and balance sheet?
- Yes. The financial reports menu includes trial balance, profit and loss and balance sheet, alongside general ledger, day book, bank book, cash book, bank reconciliation report, party outstanding, party aging and accounting party ledger. Each can be generated as a PDF or an Excel file.
What does the analytics dashboard show?
- It shows totals for customers, negotiations, inquiries, success rate and team members, with charts for business growth, customer status, KYC status, customer locations, negotiation status, container type, inquiry status, service type and daily activity. You can set the period to 7, 30, 90 or 365 days.
Related
Works with
Financial reports
Trial balance, profit and loss, balance sheet, general ledger, cash and bank books, and party ledgers, generated from posted ledger entries as PDF or Excel.
Agent statement of account
A statement of account per principal line with annexures, month closing, carry forward, debit notes, settlement and an Excel workbook.
Container inventory
One screen for container stock across ports, terminals, CFS, ICD and depots, with masters for containers, types and locations.
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