How to download report in new UI?

How to download report in new UI?

This module provides a detailed overview of how to download reports from eShipz, including the steps to access the Reports section, select the required report type and filters, generate the report, and download the required data based on your specific requirements.

Kindly follow the steps below to download the report.

Step 1: Log in to eShipz account.
Step 2: Navigate to settings.


Step 3: Click on reports and finance.


Step 4: Click on reports.



Step 5: Click on generate report.



Step 6: Apply Filters.
  1. After clicking on generate report, 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 7: Download the reports.
1) Option A: Generate and Download Directly:
  1. Click the Download icon (refer to the image) to download the generated report. The report will include the generation timestamp, validity period, number of records, and the date range covered by 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.
    Note: You can add a maximum of 5 email addresses.
  2. Click on a button like "Send report via email."
  3. The report will be processed and sent to the specified email address(es) with a downloadable link.

Step 8: Save & Archive:
Download and save important reports for future reference and auditing purposes.

Advanced report

This section allows you to generate a report by selecting only the specific headers/fields you require. You can customize the report based on your requirements and download it with the selected headers.

Step 1: Log in to your eShipz account.
Step 2: Navigate to settings.
Step 3: Click on reports and finance.
Step 4: Click on reports.
Step 5: Click on Advanced Report.


Step 6: Click Create Advanced Report.


Step 7: Select the required headers/fields that you want to include in the report and click Save and Generate Report.



The report will be generated based on the selected headers.

Note: 
  • To add or remove headers from an existing report, click the Edit icon, make the required changes, and proceed accordingly.



  • To delete a report, click the Delete icon corresponding to the report.


    • Points to Remember

    • By default, you can download reports for the last 3 months only. To download reports for a period exceeding 3 months, contact hello@eshipz.com.
    • When generating a report via email, you can add a maximum of 5 email addresses.
    • You can download a report a maximum of 5 times per day.
    • For scheduled reports, you can schedule a maximum of 3 reports.