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Schedule a Recurring Shipment Report | How To

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ShippingEasy Content Team

Updated

ShippingEasy provides tools to schedule report exports and specify the email address(es) they are sent to. The email will include a link to download the report as a CSV file and a link to your ShippingEasy Exports page.

Reports can be scheduled to run daily, weekly, or monthly:

Daily

Reports will be sent at 4 a.m., based on the timezone set in your ACCOUNT SETTINGS. The 24-hour time period ShippingEasy pulls report data from is 12:01 a.m. to midnight.

Weekly

Reports will be sent on the day selected. Weekly reports will include the orders and shipments from the previous seven days.

For example, If you select your weekly report to be delivered on a Monday, then the report will include orders and shipments from the past seven days ending at midnight on Sunday.

Monthly

Reports will be sent on the first day of the next month and include all orders and shipments from the previous month.

To schedule a recurring shipping report

  1. Click on REPORTS. Then, click SNAPSHOTS.

    Side navigation option for Reports, then box highlights Snapshots.

  2. Click the report type and choose the report option from the corresponding drop-down menu.

    The report button options.

  3. Click the Export button on the report page and select Schedule.

    Click Export then select Schedule.

  4. Select the Daily, Weekly, or Monthly tab in the Schedule Recurring Export pop-up window, then enter the email address to which the report will be sent in the Recipients box.

    If you choose a Weekly export, select the day of the week when you want the report to be sent.

    REPORTS_ScheduleReportPU_MRK.png

  5. Click Create Schedule.

To review or cancel your scheduled exports, click REPORTS on the ShippingEasy navigation bar and select EXPORTS. 

Cancel a Scheduled Report

If you have already set up a scheduled shipping report, you can easily cancel it. Keep in mind that the action cannot be undone. However, you can always create a new scheduled report later.

  1. Click REPORTS then EXPORTS in the navigation bar.

    Reports then exports in the navigation bar

  2. Click Cancel next to the corresponding scheduled report under "Scheduled Exports".

    REPORTS_CancelScheduledBTN_MRK.png

  3. A pop-up will appear. Click OK.

    REPORTS_CancelScheduled_ConfPU.png

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