Summary
The purpose of this article is to demonstrate how to run a report to find instances where a label was manifested but the package was never shipped.
Overview
In this example, we will utilize the Tracking Summary application to demonstrate how to obtain this data using the table data.
Solution
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 in Intelligent Logistics within the last 168 days, or leave blank to capture all applicable records.
- From the Transit Status filter, select "Pre-transit/Manifest."
- Click the Adapt Filters button and select the Manifest Date filter.
- Click into the Manifest Date filter and select the desired date range - in this example, we will look at labels manifested this week.
- 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.
- Click the Export button to download the data to Excel.
- Click the Settings Gear to add additional columns to the table, such as Ship-To Address information or Reference fields.
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.