Reports Overview

The Reports Overview page is your central hub for generating and managing business reports in ShipEdge OMS. Access standard reports for common analytics needs, schedule automated reports, and view your generated report history. Reports help you track orders, inventory, shipping costs, and other key business metrics.

Quick Access

Navigate to Reports from the main menu to access the Reports Overview page (standard_reports_csv.php). You can generate reports immediately or schedule them to run automatically.

Why Use Reports Overview?

Standard Reports Library

Access a wide range of pre-built reports covering orders, inventory, shipping, transactions, and more. No need to build custom queries.

Schedule Automated Reports

Set up reports to run automatically on a schedule. Choose daily, weekly, or custom schedules and receive reports via email.

Flexible Date Ranges

Generate reports for any date range using preset options (Today, Last 7 Days, Last Month) or custom date ranges.

Advanced Filtering

Apply filters by account, order status, SKU, and other criteria to get exactly the data you need for analysis.

Accessing Reports Overview

1. Navigate to Reports

   Click Reports in the main navigation menu. The Reports Overview page loads showing available standard and advanced reports.

2. View Report Categories

   The page displays two tabs:

   • Standard: Pre-built reports available to all users
   • Advanced: Advanced reports requiring a replica database server

3. Browse Available Reports

   Each report card shows:

   • Report name and description
   • Icon representing the report type
   • Scheduled report badges (if any schedules exist)
   • View button to configure and generate
   • Schedule button to set up automated runs

Generating a Report

1. Select a Report

   Click View on any report card, or click the report name to open the configuration modal.

2. Configure Report Parameters

   In the modal, set up your report:

   • Account: Select the account (required for multi-account users)
   • Date Range: Choose a preset range or select custom dates
   • Filters: Apply additional filters specific to the report type
   • Report Name: A name is automatically generated, but you can customize it

3. Set Date Range

   Use the date range picker to select:

   • Preset ranges: Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month
   • Custom range: Click the calendar icon and select start and end dates
   • Some reports have special date range options

4. Apply Filters (if available)

   Depending on the report, you may see filter options such as:

   • Order Status
   • SKU or Product
   • Shipping Method
   • Carrier
   • Other report-specific filters

5. Generate Report

   Click Generate to create the report immediately. The report is added to the queue and will be available for download when processing completes.

Scheduling Reports

1. Open Schedule Configuration

   Click Schedule on any report card to open the configuration modal in schedule mode.

2. Configure Report Parameters

   Set up the report parameters as you would for immediate generation:

   • Select account
   • Choose date range (use the dropdown for scheduled reports)
   • Apply any filters needed

3. Set Schedule Frequency

   Use the cron picker to configure when the report runs:

   • Daily: Select specific hours (e.g., Daily at 8:00 and 20:00)
   • Weekly: Choose day and time
   • Custom: Set advanced cron expressions for complex schedules

4. Choose Date Range for Scheduled Reports

   Select how far back the scheduled report should look:

   • Last 2 Days
   • Last 5 Days
   • Last 10 Days
   • Last 15 Days
   • Last 20 Days
   • Last 1 Month

5. Save Schedule

   Click Schedule to save the automated report. A badge appears on the report card showing the schedule exists.

Viewing Generated Reports

1. Access Generated Reports

   Click Generated in the page header to view your report history (standard_report_list.php).

2. View Report List

   The table shows all generated reports with:

   • Report ID
   • Report Name
   • Description
   • Period (days)
   • Date generated
   • Status (Pending, Processing, Completed)
   • Email (if sent)
   • Download link

3. Download Reports

   Click the Download link for completed reports to get your CSV file.

4. Monitor Report Status

   Check the Status column to see if your report is:

   • Pending: Waiting to be processed
   • Processing: Currently being generated
   • Completed: Ready for download

Report Types Available

The Reports Overview includes many standard reports:

Order Reports:

• Shipped Orders
• Product Sales Processing
• Shipped Products (with Lot, Expiration, UOM)
• Shipped Orders with RMA
• Routing Orders

Inventory Reports:

• Daily Inventory Storage
• SKU Inventory History
• Daily Inventory Changes
• Idle SKUs
• All Bins
• Inventory Adjustment

Shipping & Cost Reports:

• Shipping Cost
• Holistic Shipping Spend
• Shipping Spend Report by Carrier
• Base Rate
• Shipped Boxes

Financial Reports:

• Ledger Transactions Log
• All Transactions
• Statement

Other Reports:

• Replenishment Report
• Picking Log
• Manufacture Orders
• Product Serials

Managing Scheduled Reports

1. View Scheduled Reports

   Scheduled reports appear as badges on report cards. Hover over a badge to see schedule details.

2. View Schedule Details

   Hover over a scheduled report badge to see:

   • Run frequency (e.g., “Daily at 8:00 and 20:00”)
   • Date range used (e.g., “Last 7 Days”)
   • Report configuration details

3. Remove a Schedule

   Hover over the scheduled report badge and click Remove to delete the automated schedule.

4. Note on Multiple Schedules

   Each report can only have one scheduled run. If you need multiple schedules, you’ll need to remove the existing one first.

💡 Best Practices

Use Descriptive Report Names

When generating reports, customize the report name to include date ranges or specific filters. This makes it easier to identify reports later.

Schedule Regular Reports

Set up scheduled reports for reports you need regularly (daily, weekly, monthly). This saves time and ensures consistent data tracking.

Check Date Range Limits

Some reports have date range limits (e.g., Daily Inventory Changes is limited to 90 days). Check the modal for any warnings before generating.

Use Filters Wisely

Apply filters to narrow down large datasets. This makes reports more focused and easier to analyze, and can improve processing speed.

Troubleshooting

Report Status Stuck on “Pending”

• Reports are processed in the background. Wait a few minutes and refresh the Generated Reports page.
• Check if your account has processing limits or restrictions.

Advanced Reports Not Available

• Advanced reports require a replica database server configuration.
• Contact sales@shipedge.com for information about enabling advanced reports.

Schedule Not Running

• Verify the cron schedule is configured correctly.
• Check that the report parameters are valid (account selected, date range set).
• Ensure your account has permission to schedule reports.

Report Generation Fails

• Verify all required fields are filled (especially Account selection).
• Check that date ranges are valid and within allowed limits.
• Ensure filters are properly configured.

Can’t See Expected Reports

• Some reports are only available based on your user level and account permissions.
• Reports may be hidden if certain modules are not activated (e.g., picking log, 3PL billing).

Related Links

Next Steps:

• Standard Reports - Detailed guide to standard report types
• Business Intelligence - Advanced analytics and insights
• Orders Overview - Manage and track orders
• Inventory Overview - Monitor inventory levels