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CNFANS: How to Create Custom Reports for Management Review

2025-12-12

Streamline Your Data Export for Board and Investor Reporting

The Power of Customized Data in Logistics

In today's fast-paced logistics and supply chain environment, management and stakeholders require precise, timely, and relevant data to make informed decisions. Generic reports often fall short by including irrelevant information, obscuring key performance indicators (KPIs). Custom reports are essential, allowing you to focus on specific metrics that matter most to your board and investors.

Platforms like CNFANS

Key Filtering Criteria for Targeted Reports

The core of a powerful custom report lies in applying the right filters. CNFANS enables multi-dimensional filtering to drill down into your data with precision. Here are the three essential criteria for effective reporting:

1. Filter by Date Range

Isolate data for specific periods to track performance over time. This is crucial for:

  • Quarterly/Annual Board Reports:
  • Investor Updates:
  • Operational Reviews:

2. Filter by Seller or Vendor

Analyze performance at the partner level to assess reliability and cost-effectiveness.

  • Vendor Performance:
  • Cost Analysis:
  • Risk Management:

3. Filter by Shipping Line

Evaluate the efficiency and cost of your transportation partners.

  • Transit Time Analysis:
  • Freight Cost Management:
  • Service Quality:

Step-by-Step Guide to Generating a Management Report

  1. Access the Reporting Module:AnalyticsReports
  2. Select Your Data Set:
  3. Apply Primary Filters:
    • Set the Date Range
    • Select specific Sellers
    • Choose one or more Shipping Lines
  4. Customize Output Fields:
  5. Choose Export Format:PDFExcel (.xlsx)
  6. Generate and Present:

Best Practices for Investor & Board Reporting

  • Consistency is Key:
  • Focus on Trends, Not Just Numbers:
  • Contextualize with Annotations:
  • Keep It Visual:
  • Automate Where Possible:

By mastering the custom report features within CNFANS, you turn complex logistics data into a compelling narrative for leadership. Precise filtering by date, seller, and shipping line ensures your reports are not just data dumps, but strategic tools for decision-making, ultimately building greater confidence with your board and investors.