You can create various kinds of lists and reports to benefit your daily work. Your subscription plan decides which reports you can generate.
Learn how to create:
- Checklists - Get an overview of your shipments.
- Shipping report - Get a specification of your shipments to hand over to a carrier or dispatcher.
- Tick off list - Get a list with a barcode for each shipment for easy scanning.
- Price report - Get estimated shipment prices from your shipment history for better forecasting and statistical monitoring.
- Delivery time report - Get shipment status based reports to actively work on shortening lead times.
- Scheduled shipment report - Get shipment history reports on a regular basis for better control of your delivery flow.
Checklists
- Go to History > Shipments.
- Enter search values. The report will include the search results based on the selection you make.
- In the Presentation section, select the Report tab.
- Select "Check list" as Type and select a Sort order.
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Click Search to view the list in the GUI.
Click Print or Print PDF to print the list/report directly.
Click Export to save the list/report as a text file or Microsoft Excel file.
Example:
If you often use the same search values for your reports, you can create a search favorite.
Shipping reports
- Go to History > Shipments.
- Enter search values. The report will include the search results based on the selection you make.
- In the Presentation section, select the Report tab.
- Select "Shipping report" as Type and select a Sort order.
- Click Search to view the list in the GUI.
Click Print or Print PDF to print the list/report directly.
Click Export to save the list/report as a text file or Microsoft Excel file.
Example:
If you often use the same search values for your reports, you can create a search favorite.
Tick off lists
- Go to History > Shipments.
- Enter search values. The report will include the search results based on the selection you make.
- In the Presentation section, select the Report tab.
- Select "Tick off list" as Type and select a Sort order.
- Click Search to view the list in the GUI.
Click Print or Print PDF to print the list/report directly.
Click Export to save the list/report as a text file or Microsoft Excel file.
Example:
If you often use the same search values for your reports, you can create a search favorite.
Price reports
- Go to History > Shipments.
- Enter search values to find the shipments you want to include.
- Check the Price enquiry box if you'd like to add an extra charge to the results.
Note: if you enter both an amount and a percentage, the amount will be added first, and then the percentage will be applied.
- In the Presentation section, select the Report tab.
- Select "Price report" as Type and select a Sort order.
- Click Search to view the list in the GUI.
Click Print or Print PDF to print the list/report directly.
Click Export to save the list/report as a text file or Microsoft Excel file.
If you often use the same search values for your reports, you can create a search favorite.
Delivery time reports
- Go to History > Shipments.
- Enter search values. The report will include the search results based on the selection you make.
In the Status field, choose "Arrived pickup location", "Delivered", or both.
- In the Presentation section, select the Report tab.
- Select "Delivery time report" as Type and set Sort order to "ShipmentNo".
Note: It is not possible to sort by "ParcelNo" since delivery times refer to one entire shipment. Some carriers do not assign shipment numbers, so it is important to specify an order number or reference number to easily identify a certain shipment.
- Click Search to view the list in the GUI.
Click Print or Print PDF to print the list/report directly.
Click Export to save the list/report as a text file or Microsoft Excel file.
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For shipments that have not been picked up, a value is set in the Dispatching to Arrived pickup location (days) column. When the receiver picks up the shipment, a value is also set in the Dispatching to Delivered (days) column.
Shipments that do not arrive at a pickup location but are delivered directly to the receiver only have a value in the Dispatching to Delivered (days) column.
Example:
If you often use the same search values for your reports, you can create a search favorite.
Note: Before you can create delivery time reports, make sure you have activated status reporting on your account.
Scheduled shipment reports
- Go to Maintenance > Reports.
- Click New report.
- If you do not want the report to be activated immediately, check the Disabled check box.
- In the Scheduling section, specify how often the report should be generated.
“Day”, "Week" or "Month" means that the report will include shipments from the previous day, week, or month.
- In the Basic Information section, you select file format and date type, that is, printing date, shipping date, or the date of the latest status update.
- Check the columns you want to include in the report.
- You can specify selection criteria for the report by clicking Change selection criteria in the Filter section. For instance, you can choose to include shipments to a specific receiver or shipments sent with a specific service.
Note: "Date" is not a valid selection criterion since scheduled shipment reports are based on the previous day, week, or month. Date can be used to test the scheduled shipment report by clicking Search when the criteria are selected.
If you want to show, edit, or delete a shipment report, use the search function.