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In the left navigation, select Parcel > Reports.
ShipHawk Audit offers many reports right out of the box you can use (see Parcel Reports for details.)
As an example, under Report Criteria, from the Select a Report drop-down, select Exception and Reason.
The Select a client or search by name/code and Select a Carrier fields populate. You can change the carrier or add additional carriers as desired by selecting from the drop-down.
The file name field, which specifies the name of the file you can export (typically .xlsx), automatically populates with “Exception and Reason”, followed by some variables that specify the date ranges ($DATE_RANGES), client names ($CLIENT_NAMES), and carrier names ($CARRIER_NAMES) for the full report name. You can modify the file name as needed.
Note that from the Add Details to File Name drop-down, you can add additional variables.Next, if you wish, you can customize the columns, special criteria, and subtotal options in the report. Click the Customize Columns button (or Add Special Criteria, or Subtotal Options) to get a Customizations pop-up window.
On the Customizations pop-up, click Columns Included to adjust the order of appearance, inclusion, and exclusion of columns. All the columns are typically included by default, so you will likely want to exclude any columns that are not of interest.
Next, click Criteria to filter the report data based on criteria such as Tracking #, Account #, Invoice #, Invoice Date, Service, Sender Postal Code, and more.
When ready, click Done to save the changes and the Customization pop-up closes.
Next, click on Invoice date: … and from the pop-up, choose Rolling Date, select a date range such as YTD, and click Apply.
Now, click the Generate Report button.
In Reports in Queue, you can see the report is being generated. When it’s ready, it will be listed under Completed Reports. To check the most recent status of the server, be sure to click Refresh.
After a moment, your report will be listed under Completed Reports. You’ll see the filename of the report (which you can download) and various details about the report (format, file size, when completed, when it will be deleted from the server).
Suppose this is a report you would like to run on a regular, scheduled basis. You can easily do that by clicking the Schedule Report button.
On the Schedule Criteria pop-up, enter the settings, including Schedule By (Monthly, Weekly, Triggered By), Next Run Date, Recipients, and Non User Recipients (additional email addresses of people to get the report).
If for Schedule By you select Triggered By, you get a pop-up where you can specify exactly when the report is run (such as which day of every month, and so on), recipients, and more.
Emails will go out with the report based on the schedule you’ve specified.
(Note that you can also choose Disable if you wish to discontinue using the report.)Click Schedule to schedule the report.
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