The CAO Net Present Value 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 Net Present Value Report is to display current Carrier Optimization Agreement savings analytics for a specific customer.
Note: CAO Net Present Value Report is generated within the Edit Shipping Account page for any shipping account where Carrier Agreement Optimization Service is enabled, in addition to the Export Data section.
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 Cost Period Observed
Schedule reports
The CAO Net Present Value Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.