How to get a report per Shipper, per Client, Depot, etc

Created by Tanya Derevyanko, Modified on Thu, 30 Oct at 9:25 AM by Tanya Derevyanko

It will take you a couple of clicks to generate a report related to a specific client or shipper, or depot.

1. Go to the Orders tab.

2. Set the date range.

3. Filter your order per the required parameter. You can save filters for future use.

Also, keep in mind that you can group orders per any column name for your convenience and configure the columns displayed to feature only the necessary info.

4. Once you are happy with the filtering and grouping results you can export the data to Excel for analysis.

Another option is to generate a report for all orders going to a specific client or on behalf of a specific shipper, e.g. for the last 3 months, you can use the Overview of Orders report available in Track-POD analytics.

1. Go to the Reports section and select the Overview of Orders.
2. Specify the date range for the last 3 months.
3. The report will include comprehensive information on the orders delivered within that time frame, such as order date and number, route date and number, carrier, driver, vehicle, warehouse address, customer data, order weight, and volume.
4. Once you apply the date range, you can download the report as an Excel file for further processing and analysis.

This should provide you with the necessary data for your request.