Export shipping accounts

The Export Shipping Accounts Report can be found within the reporting dashboard. The intent of this article is to guide user to export shipping account report, where all account numbers are shown for a given username.

Purpose

The purpose of the Export Shipping Accounts Report is to display all account information for each shipment.

How to generate report

Refer to guide: How to generate customer reports 

  1. Log in to your dashboard.
  2. Tap the Edit icon within the Shipping User Accounts card for the shipping account.
  3. Tap the View account numbers button.
  4. Export account numbers as CSV or copy to clipboard.

Fields included within

  • ID
  • Plan No.
  • Master EDI No.
  • Account No.
  • Account Dc
  • Route
  • Ship lane
  • Address
  • Phone
  • Email
  • Currency

Schedule reports

The Export Shipping Accounts Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.

Additional resources

All reports and analytics 

Updated on June 21, 2021

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