List tables (as reports)

In Fr8Labs FMS, every record type (Jobs, Bookings, Quotations, Shipments, etc.) has a List Table view. These tables are more than just a way to browse data—they can be customised into operational reports by applying filters, adding/removing columns, and saving the view for reuse.

This allows operations teams to quickly answer questions such as:

• Which shipments are still in progress?

• Which bookings are unconfirmed?

• How many jobs are pending documentation?

Jobs List Table with Filters

Customising List Tables

Step 1: Apply Filters

• Use the Filter bar at the top of the list.

• Examples:

  • Jobs → Status = In Progress, Job Type = Ocean Import.

  • Bookings → Status = Draft, Customer = ABC Logistics.

  • Quotations → Expiry Date = Next 7 days.

Filter Bar on Jobs List

Step 2: Add or Remove Columns

• Click Columns to choose which fields to display.

• Example columns: ETD, ETA, Vessel, Container No., Customer, Job Owner.

• Reorder columns to match your workflow.

Step 3: Save as a Custom View

• After applying filters and columns, click Save → Save View As.

• Give the view a descriptive name (e.g., “Pending Ocean Exports”).

• Saved Views appear in the sidebar for quick access.

Example Use Cases

• Operations Tracking

  • Jobs List filtered by Status = In Progress → used as an Ops dashboard.

• Sales Follow-Up

  • Quotations List filtered by Expiry Date → for follow-up on pending quotes.

• Capacity Planning

  • Bookings List filtered by ETD this week → to manage workload.

• Documentation Control

  • Jobs List filtered by Missing HBL/MBL → to track incomplete documentation.

Example Saved View – Pending Jobs with Missing BL

Exporting List Tables

• Lists can be exported to Excel (XLSX) or CSV.

• Use for sharing with management, customers, or partners.

• Exported data respects filters applied in the list.

Export Options Menu in FMS List

Key Points to Remember

• Lists act like custom operational reports inside FMS.

• Saved Views save time—set up once, reuse daily.

• Team members can share Saved Views for consistent tracking.

• Export filtered lists for offline reporting or customer updates.

Useful shipment-list columns

The All Job List includes these fields for operational review:

The Tag column is available in both All Jobs and Master Job lists. Add it through the column settings to review and filter tagged jobs. Tag values are also included in CSV and Excel exports.

Documentation owner: Fr8Labs Customer Success. Text reviewed: 21 September 2026.