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Reporting, Analytics & Data Management Flashcards

7 cards from real CCP practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 Reporting, Analytics & Data Management flashcards as text
  1. In CargoWise, which data module stores the primary source records used when generating a Profit & Loss report for a shipment?

    Answer: The Shipment Financial tab, including charge lines and creditor invoices

    Profit & Loss reports for shipments pull charge lines and creditor invoices directly from the Shipment Financial tab.

  2. When configuring a CargoWise report filter for date ranges, which setting ensures the report always runs against the current calendar month without manual adjustment each time?

    Answer: A dynamic 'Current Month' relative date parameter

    Dynamic relative date parameters such as 'Current Month' automatically resolve at run-time, eliminating manual date entry.

  3. A CargoWise user wants to share a custom report layout with all branches in the organisation without giving each branch admin rights. What is the correct approach?

    Answer: Save the report to the Global library using the appropriate access level

    Saving a report to the Global library with the correct access level makes it available to all authorised users across branches.

  4. Which CargoWise feature allows a manager to receive a scheduled report automatically in their inbox every Monday morning?

    Answer: Report Dispatcher / Scheduled Reporting

    Report Dispatcher (Scheduled Reporting) lets administrators set a time, frequency, and recipient list for automatic report delivery.

  5. In CargoWise analytics, what does the term 'drill-down' refer to?

    Answer: Clicking into a summary figure to view the underlying detail records

    Drill-down means navigating from an aggregated summary value into the individual transactions that make up that total.

  6. Which CargoWise report type is best suited for comparing branch-level gross profit across multiple months in a single view?

    Answer: A cross-tab (pivot) summary report

    Cross-tab (pivot) reports display metrics across two axes—such as branch and month—making multi-dimensional comparisons straightforward.

  7. When exporting CargoWise report data to Excel, which format preserves column data types (dates, numbers) most reliably for further calculation?

    Answer: XLSX export using the native Excel report output option

    The native XLSX output option preserves data types such as date serial numbers and numeric formats without conversion artefacts.