Scheduled Reporting
Track can generate a report of shipments that match any combination of filters at a set interval. Each report is prepared as a CSV and can be downloaded anytime before it expires, 90 days after being created.
Create a Scheduled Report
Step 1 : Apply filters
Go to the Shipments table and apply the filters that return the types of shipments the report should include.
Step 2: Name the report
Click on "Schedule Report", and give the report a name that makes it easy to remember which shipments will match the filters. For example: A report that shows any shipments that have updated their status to "Returned" could be named "New Returns".
Step 3: Choose the frequency
Choose how often the report should be generated
Daily - The report will run every day at the specified time.
Weekly - The report will run once a week, on the day of the week chosen from the drop down menu.
View your report
After the report is generated based on the specified schedule, the report will be available in the Download Center. An email will also be sent to anyone subscribed to the report.
By default, only the person who created the scheduled report is subscribed and will receive email notifications when the report is ready to be downloaded
Manage a Scheduled Report
All scheduled reports can be viewed in the Scheduled Reports Management page in order to:
Subscribe to the report emails
Pause or start a report by checking or unchecking the "Active" column
View the report filters by clicking the pencil icon
Delete the report by clicking the trash can icon



