The Recovery Detail Report can be found within the Reporting Dashboard. The intent of this article is to explain the function of the report.
The purpose of the Recovery Detail Report is to display all shipment details for refunded shipments.
How to generate report
- Tap Reports on the left side bar
- Tap the Export data icon
The following page will appear after tapping Export icon on left side bar
Refer to guide: How to generate customer reports
Admins and manager users
All recoveries across all accounts are merged into a single spreadsheet. Individual accounts can be selected from the dropdown menu.
Fields included within
- Account Number
- Invoice Number
- Invoice Date
- Tracking No
- Net Amount
- Charge Desc – the type of refund or credit (e.g. Service failure, invalid residential surcharge, etc.)
- Sender Company
- Sender Address
- Sender Postal Code
- Receiver Company
- Receiver Address
- Receiver Postal Code
The Recovery Detail Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.