Dock management report - Cargoflow Support

Overview

The Dock Management Report lists dock jobs with their times: when the truck arrived, when it got a door, when the job started and ended. It is the report for measuring load and unload times by customer or operator, and for backing up waiting or handling charges.

Before you start

Module: docks.
Permission: Read Dock Reports. By default admin and super admin.
Where: Reports › Dock Management › View Report.
What must exist: dock jobs. The times come from the steps marked on the board and in the operator app; see The life of a dock job.

The filters

Search — across all fields: driver name, company and phone, full trailer or pick-up number, dock, operator, customer and notes.
Job type — All, Pickup or Delivery. Cross-docks, loads and internal jobs have no option of their own: they show under All.
Status — New, Assigned, In Progress, Completed, Cancelled and Flagged.
Operator — anyone who has ever had a dock job in the warehouse.
Customer — the warehouse’s customers.
Dates — filter by the day the job was created, warehouse time. With none, the last month.

Click Apply Filters. The report period appears at the top. Filters stay in the page address.

The table

15 jobs per page, newest first. Columns: job number, dock, driver, phone, company, type, status, operator, customer, start, completed at, total time, trailer (loaded or empty), job photos and actions.

The trailer column says whether it was loaded or empty, not its number; the number is in the Excel. Type and status currently show their internal names (for example "Work finished" means the work is done and awaiting close-out).

Jobs that were merged into a cross-dock do not appear on screen.

The three durations

Duration	From	To	Where you see it
Waiting	Arrival	Door assignment	Excel only
Cycle	Job start	Job end	Excel only
Total	Arrival	Job end	Screen and Excel

They are in minutes with two decimals (for example 47.50 min). If one of the two times is missing (a job that has not finished), that duration is blank.

The Excel download

Export to Excel downloads dock_management_report.xlsx with, per job: number, dock, driver, company, phone, user, customer, trailer, pick-up number, type, status, priority, arrival, assignment, start, end, the three durations, notes and the registration’s custom fields. Times are in warehouse time. There is no row limit.

Example: billing waiting time

Your rate card charges waiting after 60 minutes. For Sample Imports, September 1 to 15:

Filter customer Sample Imports, type Delivery and both dates. Apply: 18 jobs.
Download the Excel and sort by the waiting column.
Three jobs go over 60 minutes: 72.00, 95.50 and 131.25 minutes.
Capture the waiting accessorial on each of those jobs. See Capture an accessorial.

How that charge reaches the invoice: Where each charge comes from.

Known limitations

There are no average cards and no "delayed" flag: calculate averages in the Excel.
The "jobs found" counter only counts the current page.
The Excel includes jobs merged into a cross-dock, which the screen hides.
If the warehouse is in a different time zone from the system, the start and end times on screen may not match the Excel. The Excel ones are correct.

Troubleshooting

I set dates and the screen does not change.

The end date is before the start date. The screen does not warn you; fix it.

I can’t find a cross-dock by filtering on type.

The filter only offers Pickup and Delivery. Leave All and search by job number or customer.

Total time is blank.

The job has not finished, or its arrival was not recorded.

Yesterday’s job is missing.

The filter uses creation date. If the job was created earlier (for example, from an ASN), widen the dates.

FAQ

Does the report calculate averages?

No. Download the Excel and average the duration columns, or build an indicator on the KPI board (see Building the KPI board).

Why does a cross-dock appear several times in the Excel?

Because the Excel includes the inbound and outbound jobs merged into the cross-dock, as well as the resulting job. Remove rows with status merged. See Dock, yard and cross-dock.