How to download report in new UI?

Step 1: Log in to eShipz account.

Step 2: Navigate to settings.

Step 3: Click on reports and finance.

Step 4: Click in shipment report.

Step 4: Apply Filters.

1. After selecting a report type, you will typically find various filtering options to narrow down your data.
   

Common filters include:

1. Date Range: This is a crucial filter. Select the start and end dates for the period you want the report to cover.
   
2. Courier Partner: Filter data for specific carriers.
   
3. Tracking Status: Filter by status like "Delivered," "In Transit," "RTO," etc.
   
4. Order Source: Filter by the source of your orders(Excel,Manual,API,configured Sales channel etc).
   
5. AWB Number: Search for specific shipments by comma separated Awbs.
   

Select or enter your desired filters to customize the report data.

Step 5: Download the reports.

1) Option A: Generate and Download Directly:

1. A download link will be generated on the same page, along with the timestamp of when the report was generated.
   
2. Click it to download the report.
   

2) Option B: Email the Report.

1. Add an email ID (or multiple email IDs) where the generated report can be directly sent.
   
2. Click on a button like "Generate & Email Report."
   
3. The report will be processed and sent to the specified email address(es) with a downloadable link.

Step 6: Save & Archive:

Download and save important reports for future reference and auditing purposes.

• Related Articles

• How to download the report?

  This article provides a detailed explanation of the process to download both RTO (Return to Origin) shipments and Cancelled shipments, guiding you through each step to ensure accurate and efficient report generation. To download RTO shipments report: ...

• What is User Management in New UI?

  User Management is a Paid feature that allows organizations to create, manage, and control access for multiple users within a single account. It has been introduced in the New UI to: Provide better control over user access and permissions Improve ...

• What is profile management in New UI?

  1. What is Profile Management? Profile management is the process of creating and managing different profiles within a system to control user access and permissions. Each profile defines what actions a user can perform and what data they can view. ...

• How to create shipments in new UI?

  Step 1: Log in to your eShipz account. Step 2: Navigate to Fulfillment and click on Orders. Step 3: Click on the three dots corresponding to the order you wish to process and select Create Shipment. Step 4: Click on the Fetch Now button. Step 5: ...

• How to Add Pickup, Delivery, or RTO Warehouses in the New eShipz UI?

  Warehouse List in eShipz help you manage Pickup, Delivery, and RTO (Return to Origin) addresses for your shipments. Follow the steps below to add a new warehouse in the New UI. Step 1: Login to eShipz Log in to your eShipz account using your ...