How to: Export a preconfigured report

ShippingEasy REPORTS include a number pre-configured reports created to accommodate the reporting needs of most shipping operations. They can also be scheduled to be emailed to you on a recurring basis. Though the columns cannot be edited or rearranged, they make for easy access to your shipping data. Learn more about REPORTS.

These reports may be exported and downloaded from the REPORTS page for on-demand analysis.

  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.
    reports_tab.PNG
  2. Select the Store and Report Date Range for which you’d like to generate the report.
  3. Locate and select the pre-configured report you would like to access from the grey Reports menus:
  4. On the summary page, you have the option to scroll through the data and/or click through the pages. To export the report to a CSV file, select the blue Export button and select Now.
    export_now.png
    NOTE: if you would like to set up a recurring report, select Schedule. Learn more.
  5. From the EXPORTS page, you will see a note that the report is generating. Please give the system a few minutes to compile the data and then Refresh the page to Download your report.
    export_is_generating.png

 

 

Comments

0

I don't have 'Report' tab on my navigation bar. how do I add one

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Hi Mary,

Thank you for your message!

Our Reports feature is only included in our paid plans (Basic & above).  If you are on the free Starter plan then you could log into your Endicia account for your USPS postage reports.  More about this process can be found in the articles linked below:

How to: Log into my Endicia account

How to: Obtain my Endicia refund and transaction history

On the other hand, you could click on the banner within ShippingEasy for a free trial of the paid plan (Basic) to get access to our Reports feature.

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