Reports

The Reports module enables you to generate comprehensive shipment reports, apply filters, sort data, and export to Excel for further analysis.

Overview

Reports provide detailed views of all shipments with advanced filtering, sorting, and export capabilities. The system automatically adjusts data visibility based on your user role.

Administrators can view all shipments and financial data, while regular users see only shipments assigned to their packages.

Shipment Reports Table

The reports page displays a comprehensive table with the following information:

Regular User Columns

Column	Description
ID	Unique shipment identifier
Package	Package name
Source	Origin location
Destination	Delivery location
Material	Type of material being transported
Transport	Transporter company name
Vehicle	Vehicle registration number
Gross Weight	Total weight including container (tons)
Tare Weight	Empty container weight (tons)
Net Weight	Actual cargo weight (tons)
Departure Date	When the shipment departed

Admin Additional Columns

Administrators see additional financial columns:

Column	Description	Calculation
Material Unit	Unit of measurement	From materials table
Billing Rate	Rate per ton charged to client	₹/Ton
Vendor Rate	Rate per ton paid to vendor	₹/Ton
Billing Amount	Total client charge	Billing Rate × Net Weight
Vendor Amount	Total vendor payment	Vendor Rate × Net Weight
Profit	Net profit per shipment	Billing Amount - Vendor Amount

Filtering by Date Range

Use the date range picker to filter shipments:

Open Date Picker

Click the calendar button in the top-right corner showing “Select date range”

Choose Start Date

Select the beginning date for your report period

Choose End Date

Select the ending date for your report period

Apply Filter

The date range is displayed in the button (e.g., “Jan 01, 2024 - Jan 31, 2024”)

The date picker shows two months side-by-side for easy range selection.

Sorting Data

Click on any column header to sort the data:

First click: Sort ascending (A-Z, 0-9, oldest-newest)
Second click: Sort descending (Z-A, 9-0, newest-oldest)
Arrow indicator: Shows current sort direction

// Sorting is available for all columns
handleSort("transporters.name")  // Sort by transporter
handleSort("quantity_tons")      // Sort by weight
handleSort("departure_time")     // Sort by date

Pagination

Reports are paginated for better performance:

Page size: 10 shipments per page
Navigation: Use Previous/Next buttons
Current position: Displayed as “Page X of Y”

Pagination resets to page 1 when filters or sorting are applied.

Export to Excel

Export shipment data to Excel format for offline analysis:

Export Process

Select Date Range

Choose the date range using the date picker (required)

Click Export Button

Click the “Export Excel” button in the top-right corner

Wait for Processing

A loading spinner appears while the file is being generated

Download File

The Excel file automatically downloads with filename format: Shipments_YYYY-MM-DD_to_YYYY-MM-DD.xlsx

Export Features

File Format

Format: XLSX (Excel)
Worksheet name: “Shipments”
Headers: First row contains column names
Data: Each shipment is a separate row

Data Included

Regular Users:

Package, Source, Destination
Transporter, Vehicle
Material (name, unit, description)
Gross Weight, Tare Weight, Net Weight
Departure Time, Remarks

Administrators (additional):

Shipment ID
Billing Rate, Vendor Rate
Billing Amount, Vendor Amount, Profit

Formatting

Dates: “MMM d, yyyy h:mm a” (e.g., “Jan 15, 2024 2:30 PM”)
Weights: Two decimal places (e.g., “45.50”)
Currency: Two decimal places (e.g., “12500.00”)
Empty values: “N/A”

Export Validation

The export button is disabled when:

No date range is selected
Export is currently in progress
You have no assigned packages (regular users)

You must select both start and end dates before exporting. The export will fail with an error message if dates are missing.

Export Example

// Excel file structure for admin export
{
  "ID": 123,
  "Package": "Plant A Deliveries",
  "Source": "Mumbai Warehouse",
  "Destination": "Delhi Distribution Center",
  "Transporter": "Fast Logistics Ltd",
  "Vehicle": "MH-01-AB-1234",
  "Material": "Steel Rods",
  "Material Unit": "Tons",
  "Gross Weight (Tons)": "45.50",
  "Tare Weight (Tons)": "5.50",
  "Net Weight (Tons)": "40.00",
  "Departure Time": "Jan 15, 2024 2:30 PM",
  "Billing Rate (₹/Ton)": 1500,
  "Vendor Rate (₹/Ton)": 1200,
  "Billing Amount (₹)": "60000.00",
  "Vendor Amount (₹)": "48000.00",
  "Profit (₹)": "12000.00",
  "Remarks": "Handle with care"
}

Error Handling

No Data Available

If no shipments are found:

All users: “No shipments found in the selected date range”
Regular users: “No shipments have been assigned to you”
Admins: “No shipments found in the system”

Loading Errors

If data fails to load:

Error icon is displayed
Error message: “Failed to load shipments”
Detailed error description shown

If you encounter export errors, check:

Date range is valid
You have assigned packages (regular users)
Network connection is stable

Role-Based Access

Administrator Access

// Admins see all shipments
query = supabase
  .from("shipments")
  .select("*")
  .gte("departure_time", startDate)
  .lte("departure_time", endDate);

Regular User Access

// Regular users only see assigned packages
const assignedPackages = userProfile.assigned_packages;
query = query.in("package_id", assignedPackages);

Performance Considerations

Pagination: Only 10 records displayed per page
Query optimization: Date range filtering on database level
Export limit: No hard limit, but large date ranges may take longer
Caching: Analytics data uses short-term caching

For best performance, limit your date range to specific periods rather than exporting years of data at once.

Use Cases

Financial Analysis

Export admin reports to analyze profit margins and billing efficiency

Operational Review

Review shipment volumes and transporter performance

Compliance Reporting

Generate date-range reports for audit and compliance purposes

Trend Analysis

Export data to external tools for advanced analytics

Dashboard Analytics

View real-time metrics and trends

Shipments

Create and manage shipments

Get Started

Core Features

User Management

Analytics & Reports

Overview

Shipment Reports Table

Regular User Columns

Admin Additional Columns

Filtering by Date Range

Sorting Data

Export to Excel

Export Process

Export Features

Export Validation

Export Example

Error Handling

No Data Available

Loading Errors

Role-Based Access

Administrator Access

Regular User Access

Performance Considerations

Use Cases

Financial Analysis

Operational Review

Compliance Reporting

Trend Analysis

Dashboard Analytics

Shipments

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Get Started

Core Features

User Management

Analytics & Reports

​Overview

​Shipment Reports Table

​Regular User Columns

​Admin Additional Columns

​Filtering by Date Range

​Sorting Data

​Pagination

​Export to Excel

​Export Process

​Export Features

​Export Validation

​Export Example

​Error Handling

​No Data Available

​Loading Errors

​Role-Based Access

​Administrator Access

​Regular User Access

​Performance Considerations

​Use Cases

Financial Analysis

Operational Review

Compliance Reporting

Trend Analysis

​Related Pages

Dashboard Analytics

Shipments

Build docs developers (and LLMs) love

Overview

Shipment Reports Table

Regular User Columns

Admin Additional Columns

Filtering by Date Range

Sorting Data

Pagination

Export to Excel

Export Process

Export Features

Export Validation

Export Example

Error Handling

No Data Available

Loading Errors

Role-Based Access

Administrator Access

Regular User Access

Performance Considerations

Use Cases

Related Pages