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Generate Reports

SimpliSent’s reporting system helps you analyze shipping patterns, track costs, and maintain detailed records for your business. Generate custom reports to gain insights into your shipping operations.

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Report Types Available

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Shipping Summary Reports

  • Label Volume: Total labels created over time periods
  • Shipping Costs: Total spending and cost breakdowns
  • Carrier Performance: Delivery times and success rates
  • Service Level Usage: Which shipping services you use most

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Detailed Analytics

  • Geographic Analysis: Where you ship most frequently
  • Package Analysis: Common package sizes and weights
  • Time-based Trends: Seasonal shipping patterns
  • Cost Optimization: Opportunities to save money

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Financial Reports

  • Monthly Spending: Detailed cost breakdowns
  • Budget Tracking: Compare against shipping budgets
  • Invoice Records: Complete billing history
  • Tax Documentation: Records for business expenses

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Creating Custom Reports

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Step 1: Access Reports

  1. Navigate to Reports in your SimpliSent dashboard
  2. Click Generate New Report
  3. Choose your report type from available templates

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Step 2: Configure Report Parameters

Time Period
  • Date Range: Select specific start and end dates
  • Quick Periods: Last 30 days, quarter, year
  • Comparison Periods: Compare to previous timeframes
Data Filters
  • Carriers: Include specific carriers (USPS, UPS, FedEx)
  • Services: Filter by shipping service levels
  • Destinations: Specific states, ZIP codes, or regions
  • Package Types: Filter by package categories
Report Format
  • Summary View: High-level overview with key metrics
  • Detailed View: Line-by-line transaction details
  • Chart Format: Visual graphs and charts
  • Export Options: PDF, CSV, Excel formats

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Step 3: Generate and Review

  1. Preview Report: Review sample data before generation
  2. Generate Report: Create the full report
  3. Download/Email: Save or share the report
  4. Schedule Recurring: Set up automatic report generation

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Monthly Shipping Summary

Perfect for monthly business reviews:
  • Total labels created and costs
  • Carrier breakdown and performance
  • Top shipping destinations
  • Average package weight and dimensions
  • Cost per label trends

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Cost Analysis Report

Ideal for budget planning:
  • Shipping costs by category
  • Comparison to previous periods
  • Cost savings from SimpliSent discounts
  • Recommendations for optimization

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Delivery Performance Report

Track carrier reliability:
  • On-time delivery percentages
  • Average delivery times by service
  • Problem shipments and resolutions
  • Customer satisfaction metrics

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Automated Reporting

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Scheduled Reports

Set up automatic report generation: Frequency Options
  • Daily: For high-volume shippers
  • Weekly: Regular business updates
  • Monthly: Standard business reporting
  • Quarterly: Executive summaries
Delivery Methods
  • Email: Send reports to specific recipients
  • Dashboard: Available in your account
  • Cloud Storage: Integration with Google Drive, Dropbox
  • API: Programmatic access to report data

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Report Alerts

Get notified when important thresholds are reached:
  • Cost Limits: Alert when spending exceeds budgets
  • Volume Changes: Notify of significant shipping increases
  • Performance Issues: Alert for delivery problems
  • Optimization Opportunities: Suggestions for cost savings

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Report Analysis

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Key Metrics to Track

  • Label Volume Trends: Growing or declining shipping
  • Cost Per Label: Efficiency improvements over time
  • Carrier Mix: Optimal carrier selection
  • Geographic Patterns: Where your business is expanding
  • Service Level Efficiency: Balance of speed vs. cost

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Identifying Opportunities

Reports can reveal:
  • Cost Reduction: Better carrier or service choices
  • Process Improvements: Packaging optimization
  • Market Insights: Customer geographic trends
  • Seasonal Planning: Prepare for busy periods

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Troubleshooting

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Common Issues

  • No Data: Verify date ranges and filters
  • Slow Generation: Large reports may take time
  • Missing Details: Check permission levels
  • Export Problems: Try different formats

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Getting Better Data

  • Consistent Labeling: Use proper package descriptions
  • Tag Usage: Apply labels for better categorization
  • Regular Reviews: Generate reports frequently
  • Data Validation: Verify accuracy of key metrics

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Need Help?

For assistance with reporting:
  • Report Setup: Help configuring custom reports
  • Data Analysis: Understanding your shipping metrics
  • Automation: Setting up scheduled reports
  • Integration: Connecting reports to other systems
Contact Support: Effective reporting transforms your shipping data into actionable insights for better business decisions.