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How to: Create a Shipping Margin report

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ShippingEasy REPORTS include a number preconfigured reports created to accommodate the reporting needs of most shipping operations. Learn more about REPORTS. Among them are the Shipping Margin reports:

  • Shipping Margin (All): lists the shipping margin for all orders, across all destinations, with one or more shipments within the requested time span. The data is broken down by country. It can also be drilled down by order. Learn more about what data is included.
  • Shipping Margin (Domestic): lists the shipping margin for all orders, across only domestic destinations, with one or more shipments within the requested time span. The data is broken down by state and/or city. It can also be drilled down by order or county. Learn more about what data is included.
  • Shipping Margin (International): lists the shipping margin for all orders, across only international destinations (those received from outside the U.S.), with one or more shipments within the requested time span. The data is broken down by country. It can also be drilled down by order. Learn more about what data is included.

Any of these reports can be exported as needed or scheduled to be emailed to you on a recurring basis. With some limitation, the columns cannot be edited or rearranged, and the data cannot be previewed before downloading.

To create a Shipping Margin 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
    NOTE: the 'Report Date Range' is based on shipment date. All non-cancelled shipments that are shipped within the specified date range will be included in the report.
  3. Expand the Shipping Reports menu.
  4. Select the specific Shipping Margin report you'd like to generate.
    Shipping Margin (All)
    Shipping Margin (Domestic)
    Shipping Margin (International)
    [grab screenshot]
  5. Based on your selection, click the section below for specific instructions.

    How to: Export the Shipping Margin (All) report

    1. Having selected the Shipping Margins (All) option, you'll find yourself on the report customization page. If you'd like to rename the report, update or edit the Report Name.
    2. A list of additional report options will display below. Check the metrics you would like to include in your report.
      NOTE: the Only Display Totals option is checked by default. This means that only the summed totals by Destination Country will be listed in the report. If you would like each individual order to also be listed in this report then you should un-check this box.
    3. Now you're ready to download the report. Click here for the next steps.

    How to: Export the Shipping Margin (Domestic) report

    1. Having selected the Shipping Margins (Domestic) option, you'll find yourself on the report customization page. If you'd like to rename the report, update or edit the Report Name.



    2. A list of additional report options will display below. Check the metrics you would like to include in your report.
      NOTE: the Only Display Totals option is checked by default. This means that only the summed total of all orders will be listed in the report. If you would like each individual order to also be listed in this report then you should un-check this box. 
    3. If you choose to select a single state from the Display Orders by State menu, you'll also have an option to Display Totals by County.
      Shipping_Margins_-_Domestic_-_Display_Totals_by_County.png
    4. Now you're ready to download the report. Click here for the next steps.

    How to: Export the Shipping Margin (International) report

    1. Having selected the Shipping Margins (International) option, you'll find yourself on the report customization page. If you'd like to rename the report, update or edit the Report Name.
      Shipping_Margins_-_International_-_Name.PNG
    2. A list of additional report options will display below. Check the metrics you would like to include in your report.
      NOTE: the Only Display Totals option is checked by default. This means that only the summed totals by Destination Country will be listed in the report. If you would like each individual order to also be listed in this report then you should un-check this box.
    3. Now you're ready to download the report. Click here for the next steps.

     

  6. Once you have customized the report to your liking, you have two options to download the report:
    • Now
    • 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.
  7. 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.
    NOTE: to view previously downloaded reports, expand the REPORTS tab and select EXPORTS.

 


Related articles:

Overview: REPORTS page
How to: Schedule a recurring shipment Report
How to: View exported Reports
How to: Create a Custom Report
How to: Export a pre-configured report

 

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