Octopi offers over 100 reports for tracking cargo and operations at your terminal. In this guide we have compiled a list of common guide available on the Reports index page and a consolidate list of operational reports that are accessible through other modules outside of the Reports index page.
Tip: View a complete list of available reports available in Octopi.
Common reports
Listed below are the top common reports in Octopi. This set of reports and over 100 others are accessible on the Reports index page, where you download your own reports or schedule recurring reports to be delivered to you and your team via email.
Downloading a sample report file
Click the Download Sample button next to any description below. The sample version of the report .csv file will automatically download to your device.
Check your Downloads folder or Desktop if you're not sure where to find the downloaded file.
You can then open the .csv file on your computer or device using any spreadsheet application such as Excel or Numbers, or view it in your browser with Google Sheets.
Optional - Viewing in Google Sheets
- Download the .csv sample file(s) to your device.
- Login to your Google account and upload the .csv file(s) to Google Drive.
- Double-click the uploaded file in Google Drive to open a file preview.
- Click the Open with button in the top-center of the window and choose Google Sheets.
- The sample report will then open in your browser using Google Sheets. Repeat these steps for each sample .csv file.
Please note the data contained in the sample reports was generated solely for educational purposes and does not represent or reflect any actual data, cargo, organizations, or companies.
Report |
Description |
Sample |
Bookings Report | Bookings per voyage filtered by a date range of the latest update. | Download Sample |
Chassis Inventory Report | Current inventory of chassis at a specified terminal. | Download Sample |
Container Inventory Report |
Show all containers in the inventory at specified terminals. Can be further filtered by Status, Usage, Types, Shipping Lines, Consignee, Yard Slots, and Sold Status. Has options to include the Arrival Movement Type and Date/Time, Train Visits, and/or the Last Movement Date/Time and Days data in the report. |
Download Sample |
Delivery Orders Report |
Exports list of Delivery Order within a specified date range. Can be further filtered by Cargo Type, Consignee, Delivered To, and Delivery Status. |
Download Sample |
Dock Receipts Report | Exports list of Dock Receipts within a specified date range and optionally at a specified terminal or shipping line. | Download Sample |
Full Export Containers At Terminal Report |
Shows full details of full export containers that have arrived at specified terminals, including hold status, VGM, reefer temperatures, and more. Can be further filtered by Shipping Lines, Port of Discharge, Port of Delivery, and Voyage. |
Download Sample |
Full Export Inventory Report |
Shows full details of full export containers listed in the inventory at the specified terminals, including booking, departure vessel, port of discharge, and last release hold time and date. Can be further filtered by Shipping Lines, Port of Discharge, Port of Delivery, and Voyage. |
Download Sample |
Gate Movements Report |
Shows details of gate in/out movements as well as transfer in/out movements for containers only at the specified terminals and within a specified date range. Includes container details as well. Can be further filtered by Movement Types, a Status, a User, a Destination type, Shipping Lines, Booking Numbers, Barges, Containers, a Gate, Trucks, Truck drivers, and a Trucking Company. |
Download Sample |
General Cargo Delivery Report |
Exports a detailed list of general cargo deliveries for a specified date range, including cargo details. Can be filtered by Goods Description, Commodity Type, Consignee, Trucks, or Extra Attribute Fields. |
Download Sample |
General Cargo Inventory Report |
Generates detailed inventory list of general cargo at specified terminals, including additional attributes. Can be further filtered by Commodity Type, Consignee, Number of days at terminal (minimum), Number of days at terminal (maximum), Arrival Voyage. |
Download Sample |
Hazardous Cargo At Terminal Report | Lists all hazardous cargo at the terminal. | Download Sample |
Invoice Line Items Report | Invoice line items filtered by the date range of creation. | |
Invoices Report | Invoices filtered by the date range of creation. Does not include invoice line items. | Download Sample |
Reefer Pre-Trip Inspections Report |
Shows details of reefer pre-trip inspections for a specified date range. Can be further filtered by Shipping Lines, Status (OK or Failed), and/or Current Location. |
Download Sample |
Stripping And Stuffing Report |
Shows a high level view of Stuffing Only, Stripping Only, and Stripping & Stuffing movements within a specified date range. This report does not include details of the cargo that is stuffed and stripped. Can be further filtered by Shipping Lines, Status, and/or Type. |
|
TEU Report |
Generates a table listing the number of TEUs or Movements each month in a specified year. The report is broken down by Loading vs Unloading > Dry vs Reefer > Full vs. Empty. Can be filtered by multiple Shipping Lines. |
Download Sample |
Truck Visits Report |
Shows the truck visits gated in within a specified date range. Can be filtered by Terminals, Gates, Trucking Companies, and/or Trucks. Note: This report also includes cargo interchange details. If in same truck visit there is more than one delivery, the separate records for each interchange but will list the same gated in and out times. |
Download Sample |
Vessel Movements Report |
Shows all vessel movements of cargo (containers and general cargo) within a specified date and time range. Reported vessel movement types include loading and unloading, shiftings, overlanded and overshipped cargo with details. Can be further filtered by Vessel Movement Type, Container Status, Voyage, Shipping Lines, Clerk (user). |
Reports found in operational pages
Listed below are helpful operational reports that are accessible through other modules located outside of the Reports index page.
Report |
Description |
Location |
Tally Report |
Displays a detailed breakdown of each line item of Discharged or Loaded cargo. Short Shipped and Short Landed cargo is reported in a separate section. Click the Download CSV buttons to download the complete reports. |
Click Tallies in the Main Menu. Then click View Report next the tally on the Tallies index page. |
Elapsed Truck Visit Time |
At a glance look at the reported duration of a truck visit. The Duration column on Truck Visits index page lists the elapsed duration time for each truck visit. |
Click Gate in the Main Menu and select Truck Visits. |
Hourly Productivity |
This page displays an hourly report of loading and discharge movements (moves per hour), as well as reported downtime. A printer-friendly version, with signature lines, is available by clicking the Print button. |
Click Voyages in the Main Menu and select the voyage in the Voyage index page. Then click the Productivity button on the Voyage show page. |
Voyage Commodities |
Shows a list of the commodities transported on the specified voyage. Includes the Exporter, Port Of Discharge, Count for each Commodity. Requires the Voyage Commodities Report permission to be enabled. |
Click Voyages in the Main Menu. Select the voyage on the Voyage index page. Then click the Commodities Report button on the Voyage show page. |