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:
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Custom reports are only able to report on shipments and not on orders.
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Reports are not available on the Starter plan.
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Select the Store and Date Range for which you would like to generate the report.
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Expand the Custom Reports menu and select Create Report. A basic report will be displayed.
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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.
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Save your custom report by entering a name for the report into the Report Name field then clicking on the Save New button.
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Download the report to your computer by clicking on the Export button and selecting one of the following two options:
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Select Now to immediately generate and download a CSV file.
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Select Schedule to [set up a recurring report].
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.
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.
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View Saved Reports
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View and edit your reports under the REPORTS page by expanding the Custom Reports menu and selecting the report name.
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View previous reports you have downloaded by expanding the REPORTS tab and selecting Exports.
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.
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Expand the Custom Reports menu to view your saved custom reports. Then, click the report name you wish to edit to open the report.
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Update the Report Name.
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Click either the Save or Save New button to save the new report name.
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Save: Click the Save button when you only wish to update the name of the existing report.
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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.
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Show or hide columns on your report so that only the data you need is visible on the 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.
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.
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.
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