Manage Custom Reports | How To

Create custom reports when you need to dig a little deeper into your shipping data than the ShippingEasy default reports do. Then, save your reports for easy access in the future, export your reports to your computer, or you can even [schedule reports to run automatically and have them emailed to you].

Note:

  • Custom reports are only able to report on shipments and not on orders.

  • Reports are not available on the Starter plan.

Create a Custom Report

  1. Select the Store and Date Range for which you would like to generate the report.

    REPORTS_SEL_Store_DateRange_MRK.PNG
  2. Expand the Custom Reports menu and select Create Report. A basic report will be displayed.

    Expand Custom Reports and select Create Report.
  3. Modify the report by clicking on the Show/Hide columns button. Check or uncheck the box to the left of each column name to add the column to or remove it from the report.

    Click in Show/Hide Columns. Then select the columns you wish to display.
  4. Save your custom report by entering a name for the report into the Report Name field then clicking on the Save New button.

    REPORTS_FIELD_ReportName.png
    The Save new button.
  5. Download the report to your computer by clicking on the Export button and selecting one of the following two options:

    • Select Now to immediately generate and download a CSV file.

    • Select Schedule to [set up a recurring report].

    Click Export and select Now or Schedule.

    Exporting Now

    Selecting Now will cause the page to automatically load the REPORTS EXPORTS page and your report will be listed in the "Latest Reports" section with a status of Generating.

    REPORTS_LatestRports_Generating.png

    Refresh the page for updates. Once the report shows a status of Ready, click the Download link to download the CSV file to your computer.

    REPORTS_LatestReports_Ready_Download.png

View Saved Reports

  • 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.

Edit a Custom Report

Make edits to your saved reports to make the data as accessible as you need. Show/hide columns, export the report to CSV, and/or schedule the report to export automatically.

  1. Expand the Custom Reports menu to view your saved custom reports. Then, click the report name you wish to edit to open the report.

    Click Custom Reports to view a list of saved reports.

Edit the Report Title

  1. Update the Report Name.

    REPORTS_UPDATE_ReportName.png
  2. Click either the Save or Save New button to save the new report name.

    • Save: Click the Save button when you only wish to update the name of the existing report.

      The Save button.
    • Save New: Click the Save New button when you wish to create a copy of the report with a new name. This is useful when you wish to modify a report while keeping the original version.

      The Save new button.

Show or Hide Report Columns

Show or hide columns on your report so that only the data you need is visible on the report.

  • Click the Show / hide columns button. Check or uncheck the box to the left of each column name to add the column to or remove it from the report.

    Click in Show/Hide Columns. Then select the columns you wish to display.

    Select All or None

    Need to select or deselect all columns? Click either the Select all or Select none buttons at the bottom of the list of column names.

    The Select All and Select None buttons at the bottom of the list of column names.

Export a Report

Download a custom report to your computer so that you can view and modify the data in your chosen application. The report is downloaded as a CSV (Comma Delimited) file.

  • Click the Export button and select Now.

    Click Export then select Now.

Exporting Now

Selecting Now will cause the page to automatically load the REPORTS EXPORTS page and your report will be listed in the "Latest Reports" section with a status of Generating.

REPORTS_LatestRports_Generating.png

Refresh the page for updates. Once the report shows a status of Ready, click the Download link to download the CSV file to your computer.

REPORTS_LatestReports_Ready_Download.png

Schedule a Report to Run Automatically

Schedule a report to run automatically on a schedule that you define and to have the exported CSV file emailed to you.

  • Click the Export button and select Schedule.

    Click Export then select Schedule.

    The SCHEDULE RECURRING EXPORT modal will open. [Learn more about how to schedule a recurring export in this help article].

Delete a Custom Report

  1. Expand the Custom Reports menu. Then, click the trash can icon to the right of the report you wish to delete.

    Click Custom Reports. Then click the trashcan icon for the report you wish to delete.
  2. Click the OK button to confirm that you do, in fact, wish to delete the report.

    REPORTS_BTN_OK_DeleteReport_MRK.png

Comments

Add a Comment

Article is closed for comments.

    Tags: