Reports

Reports is where you produce a Boat Report: a PDF that lists everything on the vessel that needs attention — expired certificates, missing crew documents, work/rest breaches, overdue maintenance, missing forms, procedures nobody has confirmed — in one document you can hand to an owner, a DPA or an auditor.

Open it from the vessel sidebar under Reports (by default inside the More menu). If the item is missing, see Who can use Reports below.

For financial reporting, see the Finance section, which has its own expense export on Finance → Expenses.

Generating a report

1. Press Generate report to open the Generate boat report window.

2. Choose a Period: This month, Last month, Last 3 months, Year to date, Last year or Custom range. Choosing Custom range asks for a Start date and End date; a report can cover at most 12 months and its end date cannot be in the future.

3. Tick the Sections you want:

   • Vessel certificates & documents
   • Crew
   • Work/rest hours
   • Maintenance & tasks
   • Inventory
   • ISM — forms & required reading

   Only the areas you are allowed to see on this vessel are offered, and all of them are ticked to start with. Every report begins with an overview of the included areas' alerts; if you untick every section, the report shows Overview only in the list.

4. Press Generate.

The report is built in the background because it gathers live compliance checks across every selected area and renders a multi-page PDF. It appears in the list straight away with the status Generating, and a progress message lets you know it can take a minute; you can leave the page while it runs. When it is ready, a notification banner offers a Download button and the row changes to Ready. If generation fails, the row shows Failed, and the person who requested it can press Try again.

If a report with the same period and sections is already Ready from earlier today, the window says A matching report is already available and offers Download existing alongside Generate new — there is no need to build the same report twice.

What the period means

Most of the report is a snapshot of the vessel at the moment it was generated — what is expired, missing, overdue or unconfirmed right then. The cover says Status as of that date and time.

Two things use the chosen period instead:

• Work/rest hours — the compliance of each day in the period (up to yesterday), while unsigned months are checked to date.
• Maintenance completed in period — how many maintenance tasks were completed between the period's start and end.

The shared list

The Reports page lists every report generated on the vessel that you are allowed to see — including reports your colleagues generated, so one report can serve the whole team. Each row shows the Period, Sections, Generated by, Generated at, Status and Actions.

A report is only listed for you if you hold the permissions for everything in it yourself. A report the captain generated, for example, covers every crew member's work/rest hours and every document category; a crew member who may only see the hours of one rank or a subset of categories will not see that report in their list, but can generate their own scoped to what they are allowed to view.

Reports stay until they are deleted. The person who generated a report can delete it; the Captain, Management Admin and Management User roles can delete any report they can see (Viewers cannot delete someone else's report).

Who can use Reports

• Captains, Viewers and management users (Management Admin, Management User and Management Viewer) can always use Reports, and see every report on the vessel.
• Crew need the permission Reports → Generate and download boat reports on their Permissions tab. Without it, the Reports item does not appear in the sidebar. With it, the sections and blocks they can include still depend on their other permissions — for example, the Work/rest hours section only covers the ranks whose hours they may view, and Vessel certificates & documents, Inventory and ISM — forms & required reading only include the categories they have permission to view.
• Owners cannot use Reports.

Each section or block also only appears when its module is included in the vessel's plan — for example, ISM — forms & required reading needs the full ISM module, and Safe manning inside Crew needs the Safe Manning module.