Tips & Tricks: Shipper Productivity Reports

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One of the many things to consider in the regular review of your business is shipper productivity.

In ShipWorks 3.7 (and higher), we’ve introduced a new template called the Shipper Productivity report template. This allows shipping managers to monitor the number of shipments processed (and voided) by user, as well as the total cost of the shipments processed by user.

In this post, we’ll show you how to export this report to an HTML file, which can be read by Microsoft Word or Excel. 

If you do not have multiple users set up in ShipWorks, the Shipper Productivity report can still be run. However, it will only show one user’s activity in ShipWorks.

Exporting the Report to an HTML document (for Microsoft Excel or Word)

1. In ShipWorks, select the orders you want to include in your report. To select multiple orders, hold CTRL while you select orders. To select all orders, hold CTRL + A.

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2. Navigate to Output > Save > Reports > Shipper Productivity

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3. Save the file on your hard drive. 

4. Open Microsoft Excel or Microsoft Word. In this example, we’ll be using Microsoft Excel. 

5. In your Microsoft program, navigate to File > Open > Navigate to Where You Saved Your Shipper Productivity Report. Click Open

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6.Your report will now display as an Excel / Word document. 

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Manually Printing the Report 

1. In ShipWorks, select the orders you want to include in your report. To select multiple orders, hold CTRL while you select orders. To select all orders, hold CTRL + A.

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2. Right-click your orders and select Print > Reports > Shipper Productivity

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3. If you haven’t already connected a printer for this template, ShipWorks will prompt you to select a default printer. Use the drop-down menu to select a printer for your report and clickPrint. Otherwise, your report will print automatically. 

Please note: To adjust these settings in the future, navigate to Manage > Templates > Reports > Shipper Productivity > Edit > Settings tab > Printing

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4. Your report will now print to the printer you specified. 

Do you need more help or have another question? We’re here to help and we have FREE phone and email support. Send us a message or give us a call and someone from our awesome customer support team in St. Louis will get back to you.

Author: ShipWorks

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