The Service Fees Detail With Line Item Report can be found within the Reporting Dashboard. The intent of this article is to explain the components of the report.
Purpose
The purpose of the Service Fees Detail With Line Item 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
- Company
- Invoice Number
- Invoice Date
- Customer Name
- Status
- Notes
- Discount
- Saving Delivered
- Total
- Service
- Tracking Number
- Account Number
- Amount
- Payment Date
- Payment Method
- Payment Amount
- Payment Status
- Payment Notes
- Extra
Schedule reports
The Recovery Detail Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.