Exploring ShipHawk Audit

Once you’ve signed in (see Signing in to ShipHawk Audit ), you’re ready to start exploring ShipHawk Audit’s features and capabilities.

A good place to start is the parcel dashboards.

Exploring Parcel Dashboards

1. In the left navigation, select Parcel > Dashboards.

2. Initially, the Activity Summary dashboard displays.
   Note that there are many other dashboards available (see Parcel Dashboards ).

3. The Activity Summary dashboard includes several panels, starting with the Overview panel.

4. In the Overview panel, use the Service drop-down, to select All Services (the default), or select some specific service level or carrier service.

5. On the Activity Summary dashboard, from the Rolling period drop-down, select a time period of interest, such as YTD.

6. You can now see all kinds of metrics for your selected carrier service and rolling period.

7. Next, the panel below Overview is the Services Summary panel.

8. In the Services Summary panel, from the Rolling period drop-down, select a time period such as YTD.

9. You can now see the data grid populate with information about the Carrier And Service, Total Volume, Total Cost, and much more.

10. All of the tables and charts are interactive. For example, on the Spend By Service (Time) panel, you can zoom in on a particular month, and then a week within that month, and drill into a particular day to view an overlay panel that lists all the cost data for the carrier services for that day.

11. On a panel with exportable data, you can export data to a spreadsheet by clicking the Export As XLSX button.

12. What is your average spend with each carrier so far this year? On the Average Cost Per Package By Carrier panel, from the Rolling period drop-down, select YTD. Here you can see each tile populate with the average spend (year to date) for each carrier you use.

13. Here’s an example of how you can drill-down on pie charts. On the Activity Summary dashboard, scroll down to the Total Spend By Carrier (PIE) panel, and from the Rolling period drop-down, select YTD. You can see the total spend by carrier in a convenient pie chart. For a given slice, click on it to drill down further to see a pie chart that shows cost breakdown by the specific services of that carrier. You can view this by quarter, month, and so on.

14. Can you edit a dashboard? In the lower left corner of the dashboard page, click Edit Layout.
    (Note: only admin-level users will have the Edit Layout button.)
    From the Page drop-down, you can select which dashboard you want to edit. You can change the order of appearance of panels, remove panels, and add panels. Further, note that there can be additional dashboards not displayed by default.

15. At this point, you might wonder if new custom dashboards, or new custom panels for existing dashboards, can be created for your unique business requirements.
    The answer is yes: please contact the ShipHawk support team for more information.

Exploring Parcel Reports

1. In the left navigation, select Parcel > Reports.

2. ShipHawk Audit offers all kinds reports right out of the box you can use (see Parcel Reports for details.)

3. As an example, under Report Criteria, from the Select a Report drop-down, select Exception and Reason.

4. 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.

5. 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.

6. 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.

7. On the Customizations pop-up, you 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. When ready, click Done to save the changes.