Useful tip
Advanced reports are found inside the customer report dashboard. All reports can be customized by file type, date range, template and shipping accounts.
Directions to download a consolidated report
- Login into your admin account.
- Go to User on the left sidebar.
- Tap on Login as User to impersonate the customer.
- Tap Reports on the left sidebar.
- Navigate to the Download Consolidated Reports card.
- Select Shipping Accounts.
- Select Date Range.
- Tap Download Button.
Features of the consolidated report
The following reports are included in the consolidated report as a single PDF document.
- Shipping activity report. Shipment activity reports show the frequency of shipments and the amount spent on each service type over a historical period.
- Third-party shipping activity report. Discover third-party shipping activity and cost metrics.
- Late deliveries report. These reports are useful in identifying the number of late shipments. A metric that is useful in rate negotiation.
- Refund credits report. Your customers can see the refund credits secured.
- Service fees report. View the service fees on the refund credits secured.
Next Steps
- Read more about how to generate reports for customers