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How to: Create a custom report

Created:   |   Updated:

You can take in a quick overview of your recent shipping history on the REPORTS dashboard - but sometimes you need to dig into the data a little deeper.

It's easy to create a custom report. Just start with one of our four default reports - Shipping Report,  Order Reports, Product Sales Report or Custom Report - or build one from the ground up. Once you're done, download the report for analysis or record keeping. 

To create a custom report:

  1. Click on the REPORTS tab from the navigation bar at the top of your screen. You’ll see graphs that represent how you ship out your packages.



  2. Select the Store and Report Date Range for which you’d like to generate the report.

    select store report date range.PNG

  3. Expand the Custom Reports menu and select + Create Report.



  4. If you'd like to save the report, fill in the Report Name.



  5. A basic report will display below. Customize the data by clicking the Show / hide columns button. Check the metrics you would like to include in your report. 



  6. If you want to save the report, click the blue Save New button. 

  7. You have two options to download the report: now or on a recurring schedule. Make your selection by clicking the blue Export button.



    • Select Now to immediately generate a CSV file with your data.
    • Select Schedule to set up a recurring report.  Learn more

  8. If you select Now, the report is promptly generated on the REPORT EXPORTS page. Please give the system a few minutes to compile the data and then refresh the page to download your report. 

    refresh report.PNG

 

TIPS:
  • View and edit your reports under the REPORTS page by expanding the Custom Reports menu and selecting the report name. 
  • View previous reports you have downloaded by expanding the REPORTS tab and selecting Exports.

 


Related articles:

Reports Page: Main Overview
How to: Delete a custom Report
How to: Schedule a recurring shipment Report
How to: Cancel a scheduled Report 
How to: Delete a previously exported Report


 

If you have problems that require extra assistance, feel free to reach out to our team.

Anyone can post questions in the comments, to the left, and the ShippingEasy Customer Success team will gladly assist.


ShippingEasy accounts on a paid plan will find additional resources in the upper left corner in app.

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Fully registered accounts may email, call, or chat with our team.
Trial accounts may email or call.

Comments

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  • Avatar
    Rich Greg

    There is no REPORTS tab on the navigation bar at the top of my screen.

  • Avatar
    Melody H. [ShippingEasy]

    Hi Rich,

    Thank you for your comment!

    Our Reports feature is available to those on the Basic plan or above.  Those on the free Starter plan will not see the Reports feature listed.

    You can see this listed along with other reasons to upgrade to Basic here:  I have a free Starter account - why should I upgrade to the Basic plan?

     




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