Reports Tutorial
You may create two types of reports:
- Service: Subscribe to receive weekly or monthly service reports or request a one-time report.
- Status: Receive daily status updates in email for your active shipments.
- Click View Subscriptions in either section to view/edit reports you've set up previously. Click Create Subscriptions to set up a new report.
- Click View Online in the Status Reports section to track your shipment(s) using a reference number or a location.
Step 1
- After you click Create Subscriptions, the Create Service Report Subscription page appears.
- Choose to create a report for:
- One location (default location set in your profile).
Tip: Click Choose location to select a different default location for your report.
or
- All locations.
- You must select a carrier when you request a report for all locations.
- Select a report type.
Note: The report options will vary depending on the location option you've chosen. If you do not see the report you need, change your location selection, then check the list again.
- Click Go to step 2 to complete the setup process.
Step 2
- Choose a shipment type. This may be chosen for you as pictured, or there may be more options available.
- Choose the charges you want to see in the report. These also may be chosen for you.
- Indicate how often you want the report emailed.
Notes:
- Monthly reports are emailed no later than the 10th of the month.
- Weekly and one-time reports are emailed no later than Monday of the next week.
- One-time reports are available for 13 months in the past—you must indicate a date range for this type of report.
- Enter the email address to which you want the report sent. Click Add More Email Addresses to email the report to more recipients.
- Click Create Subscriptions to complete the service report setup.
Report Confirmation
The confirmation page shows you:
- the type of report you requested,
- the location chosen for the report
- and the email address to which the report is being sent.
Click View Subscriptions to see the Service subscriptions you have set up.
- After you have selected the report you want, click Edit to change your subscription or Delete to unsubscribe.
- Click a radio button in the first column next to the report you want to change to select it.
- When you are finished, click Create New Subscription to return to Service Report setup step 1.
Report Setup
- After you click Create Subscriptions, the Create Service Report Subscription page appears.
- Check the location; click Choose location to select a different default location for your report.
- Select the status type you want to see in your report.
- Select the shipment type you want to see in your report.
- Choose the time you want to receive the report.
- Enter the email address(es) to which the report should be sent.
Tip: Click Add more email addresses to send the report to more than one recipient.
- Select a file format.
- Click Create Subscription to complete the setup process.
Report Confirmation
The confirmation page shows you:
- The information you requested for the report.
Note: You will receive your first email report within one business day.
- The location chosen for the report is listed.
- The email address to which the report is being sent also is shown.
Click View Subscriptions to see the Status subscriptions you have set up.
- After you have selected the report you want, click Edit to change your subscription or Delete to unsubscribe.
- Click a radio button in the first column next to the report you want to change to select it.
- When you are finished, click Create New Subscription to return to Service Report setup step 1.