Reporting & Billing Overview

Reporting answers three different questions, and it helps to know which one you are asking:

Question	Where to look
What happened to this asset?	Asset Timeline
What happened here, across the yard?	The Journal
What do I bill this customer this period?	Customer Billing

The first two read the event timeline — every recorded event, in order. The third reads visits — completed stays, each with dwell and billable lines.

Most of what makes this useful comes from Gate Management: gate crossings are what open and close visits. Without gate data you still get a timeline of repositions and completed work, but dwell and gate-cycle billing have nothing to measure.

From Event to Invoice

gate-in  ──►  visit opens
                 │
   repositions, completed work tickets append to the timeline
                 │
gate-out ──►  visit closes  ──►  dwell computed
                                 line items resolved to billing codes
                                          │
                                          ▼
                             per-customer billing report

A visit's line items are resolved to GL codes at the moment it closes, using the mapping rules in force then.

The Four Billable Dimensions

Every line item carries exactly one dimension:

Dimension	What it measures
storage	Time the asset spent in the yard — the dwell charge.
work	Completed work tickets against the asset during the visit.
gate_cycle	The crossing itself — a per-move or per-turn charge.
accessorial	Anything added manually: a wash, a repair, a demurrage adjustment.

Dimensions are fixed; the billing codes they resolve to are yours to define.

Roles

Action	Roles
View the asset timeline and journal	Sysadmin, Admin, Dispatch, Gate
View visits and dwell for an asset	Sysadmin, Admin, Dispatch, Gate
Add an accessorial line item	Sysadmin, Admin, Dispatch, Gate
View billing and visit reports, export them	Sysadmin, Admin, Dispatch
Define billing codes and mapping rules	Sysadmin, Admin

Note that adding an accessorial is deliberately available to gate operators — a wash or a repair is usually recorded by the person who witnessed it, not by accounting.

Exports

The billing and visit reports both download as Excel or CSV. A spreadsheet export of the visit report requires an explicit start and end date, because it reads the whole range rather than a page — truncating a download at a page boundary would drop rows with nothing on screen to say so.