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

Modified on Tue, 23 May, 2023 at 5:13 PM

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





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