Viewing the Shipping Report
Generate a Custom Report on all movement records for your equipment items. You can narrow down your report by filtering based on movement type, origin, destination, and movement date.
🔑 ACCESS LEVEL REQUIRED: Owner or Editor and Member+ can run Saved Custom Reports.
- Go to Intelligence > Reports
- Click Create New Report
- Select Shipping Report from the dropdown menu
- Fill in the applicable information then select Run Report
- Once a report has been run you can choose to export the information by selecting Download as Spreadsheet
- To save the custom report for future use click Save Custom Report at the bottom of the screen
- Now that you have saved the report, you will be able to access the PDF by re-running the report.