The CAO Net Present Value (NPV) Report can be found within the Reporting Dashboard. The intent of this article is to explain the function of the report.
Purpose
The purpose of the CAO NPV Report is to display current Carrier Agreement Optimization savings analytics for a specific customer.
Note: There are two locations where you can generate CAO NPV Report:
- Export Data section when you login into your user account
- Edit Shipping Account page for any shipping account where Carrier Agreement Optimization Service is enabled
Important: Make sure that the Carrier Agreement Optimization Status “Date Range” in Edit Shipping Account page is properly filled up with the savings milestone start and end date before generating the CAO NPV Report.
How to generate report
Refer to guide: How to generate customer reports
This report can be exported by tapping the Export Data icon found within the Reports section on the left sidebar
Admins and manager users
All reports across all accounts are merged into a single spreadsheet.
Fields included within
Summary
- Global ID
- Account Global ID
- Main User ID
- Ship ID
- Term (weeks)
- Term Start Date | Savings Milestone Start Date
- Term End Date | Savings Milestone End Date
- Request Termination Date
- Term End Date + 90 days
- Termination Approval Date
- Count of Invoiced Weeks
- Remainder of Then-current Term (weeks)
- Look-back Net Weekly Cash Flow
- Buyout Total
Sheet
- Remainder of Term (weeks)
- Invoice Start Date
- Invoice End Date
- Invoice Number
- Invoice Date
- Total Savings Delivered
- Total Net Savings
- Total Amount Due
- Payment Status
- Look-back Net Weekly Cash Flow
- Buyout Total
Schedule reports
The CAO Net Present Value Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.