Summary
The purpose of this article is to demonstrate how to run a report to find packages currently moving that are in an exception status.
Overview
Being able to proactively monitor and act on exceptions is critical for customer service and logistics teams. Intelligent Logistics offers multiple ways of displaying this data according to your needs. In this example, we will utilize the Tracking Summary application to demonstrate how to obtain this data using the table data and pivot view.
Solution 1: Table Data
Within the Tracking Summary application:
- Select the desired carriers from the Carrier filter at the top of the screen, or simply leave the filter open to see all applicable carriers.
- Select the desired date range from the Created On filter, which defaults to records created within the last 168 days.
- From the Transit Status Category filter, select "In Progress."
- From the Transit Status filter, select "Exception."
- Click the Adapt Filters button, and, if desired, select the following filter:
- Transit Exception Type - to view data by specific exception types
- Click the blue Go button to view the latest tracking data.
The initial data will be displayed within the table at the bottom of the screen. Users can sort and view the data within the tool by clicking on the column headers and selecting Ascending or Descending.
The following data points contain useful information and are recommended for this report. Click the Settings Gear located above the table to add these data points as a column.
- Transit Exception Type
- Ship-to Address (for specific details)
- Ship-to State or Country (for general info)
- Last Event Location
- Last Event Description - this information contains the details of the latest transit status, as sent by the carrier.
When finished arranging the column data, click the Export button to download the data to Excel.
To save your report for future use, click the arrow next to Standard at the top left corner of the screen, and then click Save As.
The user will be prompted to name the report and determine whether or not it should be available for "public view." Select this option if you'd like to make your report accessible to other users within your organization who have a login to Intelligent Logistics. It's also helpful for situations where you'd like your Customer Success Manager to assist you with reporting questions - without designating the report as "public," your CSM cannot view its settings.
Solution 2: Pivot View
Within the Tracking Summary application:
- Select the desired carriers from the Carrier filter at the top of the screen, or simply leave the filter open to see all applicable carriers.
- Select the desired date range from the Created On filter, which defaults to records created within the last 168 days.
- From the Transit Status Category filter, select "In Progress."
- From the Transit Status filter, select "Exception."
- Click the Adapt Filters button, and, if desired, select the following filter:
- Transit Exception Type - to view data by specific exception types
- Click the blue Go button to view the latest tracking data.
The initial data will be displayed within the table at the bottom of the screen. Click Pivot View to see the overall totals. There are different ways to format the pivot depending on your preferences.
Example: From the pivot dimensions, select Transit Exception Type, Carrier Service, Ship-to State. Click Go to display the results. Data will be collapsed into nested rows - click on a row to expand the data further.
Use the menu to the right of the pivot dimensions to:
- Change the pivot columns - Settings Gear/Personalize
- Export to download the pivot data to excel
To save your pivot for future use, click the arrow next to Standard at the top left corner of the screen, and then click Save As.
The user will be prompted to name the report and determine whether or not it should be available for "public view." Select this option if you'd like to make your report accessible to other users within your organization who have a login to Intelligent Logistics. It's also helpful for situations where you'd like your Customer Success Manager to assist you with reporting questions - without designating the report as "public," your CSM cannot view its settings.