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

Modified on Tue, 23 May 2023 at 05:10 PM

When operating your techTMS environment, you can create Customer 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:

  • Customer information: ID and Name
  • Carrier and Service: Carrier and Service type used
  • References: Load as well as Tracking and Order Reference numbers
  • Label Creation Date: 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
  • Carrier costs: Shipment costs with and without markups

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 Customer Shipment Report

2. Define the filters according to the case

  • Customer: Allows to select a Customer from the dropdown; if none is selected, all will be included
  • Service: Allows to select a Service from the dropdown; if none is selected, all will be included
  • Date Created From/To: Allows to determine a time threshold based on the Creation date/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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