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Setting Up Report Automation

  1. Choose Report Type
    Select from available reports: Cash Flow, Shipment, Refund, Insurance, Payment, or Tracker.
  2. Set Date Range
    Define the time period (last 7 days, last 30 days, month to date, etc.). The date range is recalculated each time the automation runs.
  3. Set Frequency
    Choose how often the report runs: Daily, Weekly, or Monthly.
  4. Configure Delivery
    • Reports are emailed automatically to your account
    • Toggle email delivery on or off

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Report Types for Automation

  • Cash Flow Reports – Monitor financial performance and shipping costs over time
  • Shipment Reports – Track shipping volume, carriers, and service usage patterns
  • Refund Reports – Monitor return rates and refund processing
  • Insurance Reports – Track insurance claims and coverage costs
  • Payment Reports – Review payment activity and wallet transactions
  • Tracker Reports – Monitor package delivery performance and exceptions

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Managing Scheduled Reports

  • View and manage all scheduled reports in your dashboard
  • Edit frequency, date ranges, and delivery settings
  • Pause or resume report generation anytime

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File Format

Reports are delivered in CSV format only.
Use scheduled reports to keep finance, operations, and support teams aligned without needing to generate them manually.