Purpose
The purpose of the Customer Shipment Velocity Report is to give a sum of shipment count from all shipping accounts for a given user, sum of claims where claim was submitted and all types where claim for any given shipment was submitted or related refunded status types. The report also can show the sum of shipments and/or LDS claims submitted by year.
Note: Generated Customer Shipment Velocity Report is by statement date, while Dashboard analytics are by upload date.
How to generate report
This report can be exported by tapping the Export Data icon found within the Reports section on the left sidebar.
Admins and manager users
All reports across all accounts are merged into a single spreadsheet.
Fields included within
- Global ID
- Customer Name
- Customer Number
- Shipment Count
- LDS Count
- LDS Count Submitted
Note: You also have the ability to set the following parameters.
- Include active, deleted and paused users
- Include active, deleted and paused shipping accounts
- Include primary user, no subaccount user types included
Schedule reports
The Customer Shipment Velocity Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.