[Advanced Reporting]

Reporting for Decision-Making Fast

Business performance analysis with real-time reports that help you make faster and more accurate decisions.

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Helpful Reporting Business Decisions

Analyze business performance through real-time reports, profitability metrics, and interactive dashboards to enable faster decision-making.

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Frame Data-Driven Business Decisions

Reports That Deliver Results Insight

Monitor cash flow and profitability in real time. Automatic notifications ensure no invoices are missed.

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Reporting Features

Project Report
Lifting
Logistic
Best Customer
Spare Parts List
Worksheet (ESPR)
Statement of Account
E-Billing
Sales Commission
Working Instruction
Service Activity
Packing Profit / Loss
Jobfile & Timeline
Jobfile Progress
Monthly Jobfile
Outstanding
Project Report Oaktree

Project Report

Monitor project performance in real time through revenue, cost, and profit reports to support faster and more accurate decision-making.

Real-Time Project Performance Reports

Access revenue, cost, refund, and profit data in real time to monitor the status of each project without waiting for manual reconciliation.

More Accurate Profitability Analysis

Identify projects that are profitable or require evaluation through detailed and easy-to-understand reports.

Faster Business Decisions

Use constantly updated data to accelerate business performance analysis and make decisions based on up-to-date information.

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Lifting Oaktree

Lifting

Monitor the loading process in real time to ensure every shipment stays on schedule, is well-documented, and can be easily tracked from a single centralized report.

Lifting Process Monitoring

Track the lifting status of each job file in real time to ensure the process goes according to plan.

More Flexible Report Filters

Search for data by period, customer, sales, or job file to make analysis faster and more accurate.

Documented Shipping History

All lifting activities are recorded in a single report, making it easy to track progress and meet operational audit requirements.

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Logistic Oaktree

Logistic

Monitor logistics operational performance through real-time reports that display fleet, shipment, cost, and profit data in a single centralized dashboard.

Logistics Operations Monitoring

Centrally monitor shipping activities, the fleet, and drivers to ensure operations run according to plan.

Cost and Profit Analysis

Evaluate operating costs, allowances, and profits for each shipment to make logistics management more efficient.

Reports Ready for Analysis

Filter reports by branch, time period, or transaction type to gain business insights more quickly.

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Best Customer Oaktree

Best Customer

Identify your top-contributing customers through real-time reports to help determine sales strategies, maintain customer loyalty, and drive business growth.

Identifying the Best Customers

Identify customers with the highest transaction values and profits to prioritize the most promising business relationships.

Analysis by Period

Filter reports by branch, marketing, year, or date range to gain more specific insights.

Support Your Sales Strategy

Use customer performance data to develop retention strategies, increase sales, and explore new business opportunities.

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Oaktree Spare Parts List

Spare Parts List

Manage and monitor spare parts data in real time to ensure stock availability, simplify searches, and support more efficient warehouse operations.

Spare Parts Inventory Monitoring

Track the inventory levels of each spare part by warehouse, type, and time period to ensure product availability.

Faster Data Search

Find spare parts by item, type, or storage location to make your operations more efficient.

Documented Inventory History

All incoming and outgoing spare parts transactions are automatically recorded to facilitate inventory tracking and auditing.

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Worksheet ESPR Oaktree

Worksheet (ESPR)

Monitor all export and import operational activities through a centralized dashboard that displays job status, shipment status, and key information in real time.

Monitoring Status Job

Track the progress of each job based on status, contact person, marketing, and time period in a single, centralized view.

Complete Shipment Information

View details on transportation, customers, consignees, Incoterms, and loading and unloading ports for each shipment.

Centralized Operational Reports

All worksheet data is compiled into a single report, making it easier to coordinate the team and evaluate operations.

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Statement of Account Oaktree

Statement of Account

Monitor balances, transactions, and billing history in a single centralized report to simplify financial reconciliation and ensure your accounts are always under control.

Complete Transaction History

View all debit and credit transactions, invoices, and account balances in a single, easy-to-monitor report.

Financial Reconciliation Made Easier

Filter reports by agent and time period to speed up the process of checking and reconciling financial data.

Real-Time Balance Monitoring

Monitor account balance changes in real time to ensure more accurate cash flow and accounts receivable management.

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E-Billing Oaktree

E-Billing

Centrally manage the billing process through e-billing reports that help monitor invoice status, speed up the billing process, and improve the accuracy of financial transactions.

Monitoring Status Invoice

Track invoice status by period, customer, sales, or job file to ensure the billing process runs on time.

A More Efficient Billing Process

Manage all billing data in a single centralized report so that the process of creating and verifying invoices becomes faster.

Financial Data Accuracy

Ensure that every billing transaction is accurately recorded to support better financial reconciliation and reporting.

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Sales Commission Oaktree

Sales Commission

Manage and monitor sales commissions in real time based on the profit from each transaction to ensure accurate, transparent, and easily evaluable calculations.

Automatic Commission Calculation

Automatically calculate sales commissions based on the profit from each transaction to reduce manual processes and minimize errors.

Sales Performance Evaluation

Track each salesperson’s progress toward targets, profits, and contributions through easy-to-analyze reports.

Centralized Commission Report

All data on commissions, bonuses, and sales performance is stored in a single report, making it easy to monitor and evaluate.

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Working Instruction Oaktree

Working Instruction

Manage and monitor work instructions for each shipment in a single centralized report to ensure that operational processes run according to procedure, are accurate, and are easy to monitor.

Centralized Work Instructions

Access all information on jobs, customers, shippers, consignees, and shipments in a single, easy-to-monitor report.

Operational Process Monitoring

Monitor job status, shipping schedules, and operational details in real time to ensure every process runs according to instructions.

More Accurate Documentation

All work instructions are digitally documented, making it easier to coordinate teams, track shipments, and conduct operational audits.

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Service Activity Oaktree

Service Activity

Monitor all operational activities in real time to ensure that every shipping process is documented, completed on time, and easy to evaluate.

Service Activity Monitoring

Track every stage of the service—from stuffing and trucking to document delivery—in a single centralized report.

Clearer Process Status

Monitor the status, schedule, and progress of every operational activity to ensure processes run according to SOPs.

Documented Activity History

All service activities are automatically recorded, making it easier to track, coordinate teams, and evaluate operations.

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Packing Profit Loss Oaktree

Packing Profit / Loss

Monitor the profits and losses of each packing activity in real time to evaluate operating costs, improve efficiency, and maintain business profitability.

Profit Analysis per Shipment

View the profits or losses for each packing activity by job, customer, and period to assess operational performance.

Operational Cost Monitoring

Track packing costs for each job file to keep expenses under control and maintain optimal profit margins.

Faster Profitability Assessment

Use profit and loss reports to identify profitable activities and support data-driven decision-making.

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Jobfile dan Timeline Oaktree

Jobfile & Timeline

Monitor all job files and shipping timelines in real time to ensure that every step proceeds on schedule, is well documented, and is easy to track.

Shipping Timeline Tracking

Track shipment schedules, shipping lines, and the status of each job in a single, centralized report.

More Organized Job Status

Track the progress of each job by time period, service type, and customer to streamline operational coordination.

Centralized Timeline Documentation

The entire timeline history and job file information are stored digitally, making it easy to track, evaluate, and follow up.

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Jobfile Progress Oaktree

Jobfile Progress

Monitor the progress of each job file in real time to ensure that all operational processes run on schedule, are well documented, and are easy to track.

Monitoring Progres Job

Track the progress of each job file by status, customer, author, and time period in a single, centralized report.

Complete Activity History

Track all changes, internal memos, external memos, and important activities to ensure that every process is clearly documented.

Faster Operational Evaluations

Use progress reports to identify obstacles, expedite follow-up, and ensure the smooth operation of every shipping process.

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Monthly Jobfile Oaktree

Monthly Jobfile

Monitor cost and sales reports for each job file in real time to analyze profitability, control expenses, and support business decision-making.

Cost and Sales Analysis

Compare the cost and sales reports for each job file to gain a more accurate understanding of performance and profit margins.

Operational Expense Monitoring

Track all costs by supplier, customer, classification, and time period to make operational control more effective.

Job Profitability Assessment

Use monthly reports to evaluate the performance of each job file, identify opportunities for efficiency, and increase business profits.

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Outstanding Oaktree

Outstanding

Monitor all outstanding payments and receivables in real time to manage liabilities, speed up collections, and maintain a healthy cash flow for your business.

Accounts Receivable and Accounts Payable Monitoring

View all payable, receivable, and outstanding balances in a single centralized report to simplify financial management.

Track Payment Status

View payment details, payments made, and outstanding balances by supplier, invoice, or period to speed up the reconciliation process.

Better Cash Flow Control

Use the outstanding reports to prioritize payments, speed up collections, and maintain optimal cash flow.

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How Oaktree Is Transforming Freight Forwarding Operations.

“Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since 1966, when designers at Letraset and James Mosley, the librarian at St Bride Printing Library in London”

Herman Situmorang

Herman Situmorang, B.S. in Computer Science

Director of PT Jalak Cargo Indonesia

Lorem Ipsum is simply dummy text of the printing and typesetting industry

Read the case study Oaktree Case Study

Everything You Need to Know About Advanced Reporting

On average, 4–8 weeks, depending on the complexity of the workflow and the number of branches being integrated. For a standard implementation without extensive customization, it typically takes 4 weeks, including data migration and team training.

Yes. Oaktree supports more than 40 Asian currencies with exchange rates that can be set manually or automatically, complete with exchange rate difference tracking and consolidated reports by entity.

Yes. We provide a REST API and webhooks to integrate Oaktree with the accounting, ERP, or warehouse management systems you already use. Our team also assists with the data mapping process during the initial implementation.

Yes. Tax formats, document numbering, and reporting are customized by country—including CEISA integration for customs in Indonesia. Tax rules are updated to reflect changes in local regulations.

Enterprise clients receive a dedicated account manager, 24/7 priority support, a written SLA, and regular training sessions for their internal teams. On-site support is also available for specific needs.

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