Traffic reports are extremely flexible tools that allow you to see the minutiae of your position, down to the marks level. Here are a few commonly used traffic reports and how to set them up with filters in CATS.
On screen 1 of the report selections, select the type of traffic report to print from the list under the report type.
Includes location screens if the location field is marked AF (afloat).
Includes location screens if the location field is marked WH (warehouse).
Includes location screens if the location field is marked XD (exdock).
Open Shipment Report
Includes location screens if the steamship field is blank. You have the option to include, exclude or ignore all screens marked intend. (A location screen is marked intend when IN (intend) is entered in the location field.)
When you select Include Intend, CATS will include location screens if the steamship field is blank or the location field is marked intend (IN). When you select Exclude Intend, CATS will include location screens if the steamship field is blank and the location field is not intend (IN). When you select Ignore Intend, CATS will include location screens if the steamship field is blank, regardless of whether the screen is marked intend.
Open Destination Report
Records are included in this report if one of the following is true:
The destination field on the purchase contract or location screen is blank.
The destination field on the purchase contract or location screen contains a slash (as in NY/MIAMI).
The destination field on the purchase contract or location screen is marked OPEN.
The destination would be considered open if the Destination unknown or To-Be Decided box is checked.
Use the Other selection to design your own report. Most reports can be printed using Other (for example, the afloat report or the warehouse report. When you select Other, you can use the selections under the Location drop-down menu to make more precise filters.
This report includes location screens with allocation and sampling dates but no delivery order.
Includes all screens that have an entry in the location field.
This report includes all contracts and can be used to get a complete position. Using this report with the choice Unallocated under the heading Sale Allocation on print screen 2 will give the net position.
Everything but traffic screens.
Includes location screens if the inland insurance choice is marked Yes.
Includes records that have an entry in the L/C Type field on the contract general information sub screen.
Shows all records with a Purchase Invoice attached to traffic screen.
Includes records that have a purchase Invoice attached to traffic screen but that are not marked AF, WH, etc. Also shows items that ARE marked AF or WH but do NOT purchase invoice attached.
The marine insurance report is used to report the units, weight, and value of items that are afloat as of the end of a particular month. Set the filters as:
Options for Marine insurance reports include:
(value). - Enter a value to force CATS to reduce the value on purchase items with CIF terms by
The columns highlighted in the image below are suggested for inclusion on this report:
Print this report as normal and use the totals to report your insurance.
The warehouse insurance report type is used to calculate the insurance due for all items in warehouse that arrived this month or were in the warehouse at all during the month. Set up the report selections using these filters:
Enter the end of month for the report you want to print, then click Apply.
The main column you want to be sure is selected is the Warehous InsrPrem, which will show the premium for each item on the report.
Print the report following the usual steps, and use the totals to report your insurance amounts.
For an unallocated report that also shows open sales:
Typical order is:
Include both sales and purchase contract numbers, as well as the units column, to see the full information.
For a report of items Afloat that have been paid for but have not yet arrived:
Use this report to find items that should be in inventory according to Traffic screens and compare it to an accounting (invoice) based inventory report.
Filter selections should be:
This report can also be compared against a traffic report that shows items AF or in WH without a sales invoice to see if there is any discrepancy between these two reports.