CCP Reporting, Analytics & Data Management 2 — Questions and Answers
Question 1: In CargoWise, which data module stores the primary source records used when generating a Profit & Loss report for a shipment?
- The General Ledger module
- The Shipment Financial tab, including charge lines and creditor invoices (Correct answer)
- The Accounts Payable sub-ledger only
- The CRM contact records
Correct 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.
Question 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?
- Hard-coded start and end dates
- A dynamic 'Current Month' relative date parameter (Correct answer)
- A saved Excel template with date cells
- A workflow trigger set to the 1st of each month
Correct 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.
Question 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?
- Email the .rpt file and ask each branch to import it
- Save the report to the Global library using the appropriate access level (Correct answer)
- Recreate the report manually in each branch
- Export the report to PDF and distribute
Correct 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.
Question 4: Which CargoWise feature allows a manager to receive a scheduled report automatically in their inbox every Monday morning?
- Report Dispatcher / Scheduled Reporting (Correct answer)
- The CargoWise mobile app push notification
- A manual export configured in user preferences
- An EDI message subscription
Correct answer: Report Dispatcher / Scheduled Reporting
Report Dispatcher (Scheduled Reporting) lets administrators set a time, frequency, and recipient list for automatic report delivery.
Question 5: In CargoWise analytics, what does the term 'drill-down' refer to?
- Exporting data to a third-party BI tool
- Clicking into a summary figure to view the underlying detail records (Correct answer)
- Applying additional filter criteria to a saved report
- Running a report against archived rather than live data
Correct 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.
Question 6: Which CargoWise report type is best suited for comparing branch-level gross profit across multiple months in a single view?
- A transaction-level detail report
- A cross-tab (pivot) summary report (Correct answer)
- An exception report showing only negative margins
- A document print report
Correct 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.
Question 7: When exporting CargoWise report data to Excel, which format preserves column data types (dates, numbers) most reliably for further calculation?
- PDF export converted to spreadsheet via Adobe
- CSV export with UTF-8 encoding
- XLSX export using the native Excel report output option (Correct answer)
- HTML export pasted into Excel
Correct 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.
CCP Reporting, Analytics & Data Management 2
In CargoWise, which data module stores the primary source records used when generating a Profit & Loss report for a shipment?