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How to: Export a preconfigured report

Created:   |   Updated:

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.

    toolbar_reports.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

 


Related articles:

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

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.


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