How to generate a Shipment Report [Step-by-step guide]

When operating your techTMS environment, you can create Shipment Reports.

These will allow you to generate a CSV report with the fields and filters detailed below.

The report will include the following groups of fields:

• References: Load as well as Order Reference Numbers
• Service: Service level used 
• Statuses and Dates: Order, Invoice, Shipping and Delivery statuses and dates
• Ship-to Information: Consignee address and other relevant information 
• Shipper Information: Shipper address and other relevant information
• Units of Measurements: Units of measurements 
• Order features and values: Weight, volume, pieces and value
• Agent: User processing the order for audit, security and liability purposes

NOTE: Make sure that you are operating under the right environment beforehand.

To do it, you will have to:

1. Click Reports to deploy the options list and select Shipment Report

2. Define the filters according to the case

• Shipment Status: Allows to select a Shipment Status (New, Completed, etc.) from the dropdown; if none is selected, all will be included
• Invoice Status: Allows to select an Invoice Status (Ready, Sent, Paid, etc.) from the dropdown; if none is manually selected, all will be included as Any is the default 
• Pickup From/To time: Allows to determine a time threshold based on the Pickup times; requires to set date and time, and orders within the timeframe will be included
• Delivery From/To time: Allows to determine a time threshold based on the Delivery times; requires to set date and time, and orders within the timeframe will be included 

3. Press Build Report to generate it, and select a location to save the file