Creating Reports

Generate comprehensive reports to analyze your shipping performance, costs, and operational efficiency.

Report Types Available

  • Cash Flow Report
    Summary of all funds going in and out – track total spending and refunds.
  • Insurance Report
    Details of insured shipments, claims filed, and claim outcomes.
  • Payment Log
    Line-by-line record of all payments made through the platform.
  • Refund Report
    List of refunded labels with amounts and reasons.
  • Shipment Report
    Overview of all shipments, including dates, services, and destinations.
  • Shipment Invoice
    Downloadable invoice showing billing for shipments – great for accounting and taxes.
  • Tracker Report
    Shipment statuses, delivery times, delays, and exceptions.

Customizing Your Report

Date Range

Choose custom start/end dates, or quick options (Last 30 days, Quarter, etc.)

Report Generation

  1. Navigate to the Reports section
  2. Select your desired report type
  3. Set date range and any filters
  4. Click “Generate Report”
  5. Download via email link when ready