Tips & Tricks: Reports

The end of the year is right around the corner, which means it’s time to run reports and see how your business has done. Thankfully, ShipWorks includes dozen of reports so this is easy to do, and you can always create custom reports for your specific business too.

Before printing out a report, you can generate a preview of the report directly from the ShipWorks program. There are different report formats (for different needs) available in ShipWorks.

To see what types of reports are available, go to Manage > Templates > Expand the Reports folder. Expand on the Exports, Financials, or Product Trends folder, and then click on the name of the file/report to see what information will be generated by each format.

Here’s how to preview a report before you print it: 

1. In ShipWorks, Select the orders you want included in the report.

2. Right-click the orders and select Preview > Expand the Reports Folder > Select a Report (located in the Exports, Financials, or Product Trends folders).

3. ShipWorks will generate a preview of your selected template. In this example, we have selected the Items by Amount template. You can either print the report by clicking the print button at the top left of the screen, or close the screen by clicking the X (left-side of the window).

Then, you can save or print the report.

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.