The Reports section of the app includes powerful tools to analyze and visualize data about your shipments, products, and invoices.
When you click on Reports, you’ll have the option to choose between Data or Analytics.
From the Data section of the Reports tab, you can see which reports have already been created, and generate any of those as necessary.
To build a new custom report, click on the default report in the upper left, scroll to the bottom, and click the blue New Report button. The Report Builder will guide you through the process of creating the report, in four quick steps:
Here is an example, showing the step-by-step creation of a “SKU in Transit” report:
If you already know exactly what fields you want to include in your custom report, you can go directly into Advanced mode, in the upper left:
In Advanced mode, you can skip to the field selection process and reorder columns.
Once created, everyone on your team with access to the reporting functions will be able to utilize this custom report (and any others that have been created) as necessary.
You may export a CSV file of any report within the app by clicking the Download button in the upper right.
Now with Shipment Tags, you can add your tags to your custom reports in the Advanced Report Builder. Select from any of your active tags to include in your report.