Reports are a way of organizing your shipping data given certain criterion or timeframes. Shipstore gives you the ability to customize different reports to fulfill the different needs of your organization and customers, allowing you can set the fields that you'd like to see on the report and the fields that you want to allow your organizations users to filter and search by.
Creating a Report
Note: the following requires admin permissions to your Shipstore environment.
To create a report, you'll need to navigate to Admin -> Reports in the navigation menu on the left. The system will then display a page similar to below with your configured reports:
Report key fields
- Report Name - What you want the report to be called
- API Key - identifier to be included if you want to generate this report via API
- Report Fields - The fields to display when the report runs
- Default Search Fields - The allowed search fields for the report
Assigning reports to users
Once a report is created, it can be assigned to one or more users via the Admin -> Users section of the system.
Running a report
To run the report, click on the Reports link on the left sidebar. The system will open the Reports screen, allowing you to choose your report from the "Select Report" dropdown on the top left.
Once you choose your report, the system will prompt you to enter the search criteria for the report. Once your criteria has been entered, click the Search button to pull the results. If you need to update the criteria, click the Filter Results button at the top-left of the main form.
Once the results have been pulled, you can click the Export to Excel button at the top of the form to download the results.