Booked shipments across all modes live within the Shipments Tab. Here you can search, filter, edit, cancel, export, create custom reporting, and more!
Shipment Filters
This robust filter list is available to help you query a specific set of shipments:
Along the left column are your filter options:
- Click Create a Custom Filter at the bottom, select as many options as you need, and click to Filter your list or Filter & Save the algorithm for future use.
- Saved Views are then accessible in all future sessions.
OR
Scheduled Reports
This feature automatically sends a CSV file of shipment data to any inbox, during a time frame & frequency of your choosing. Select which Saved View you want a report on, then click the clock icon to open the Scheduled Report slider.
A menu appears with the following options:
- How often do you want to receive the report?
- Which email recipients should we include?
- Should we send a Basic or Advanced version of the report?
Hit √ Save scheduled reports and you are finished.
Export Options
Whether you have selected a filter or entered a search query, users can click to have their data exported at any time, these are then sent directly to your Inbox via a CSV.
There are two options to choose from: Basic and Advanced.
- The basic export offers 69 columns of data.
- The advanced export offers 4 additional tabs: Route stops, Items, Quotes, and Charges for linehaul and/or fuel.
Slider, More Details
Click on any shipment tile or line to open the slider on the right-hand side that offers more details and editing options, depending on the mode.
- Select the More detail/options link to go straight to your Shipment Details page.
Condensed View
You can change the layout by selecting Condensed view; this setting is great for accounts with a larger volume. From here, click any shipment line to access the Documents, Tracking, Messages, and Labels, followed by the three dots that link to the More Details page.
Bulk Archive
The Condensed view also brought along the ability to bulk archive your shipments. You can start by running a search/selecting a filter, click as you go through your list, or Select all loads by clicking the check marks next to BOL #. You can uncheck them in bulk as well by clicking the black line --.
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