Follow these steps to customize or create shipment and database reports.
1 Click the Report tab.
2 For shipment reports, click Customize shipment reports to the left on the Report screen.
For database reports, click Customize database reports to the left on the Report screen.
Note: To print database reports, refer to the Database Functions section in Chapter 11:
Databases.
3 To modify an existing report, select the report from the reports list and click View/
Edit.
If the Report Customization screen displays, select when to print the report and click Data to Include to select the shipments to include for FedEx Express, FedEx Ground, and returns.
If the View/Edit Customized Report screen displays, continue with step 5.
4 To create a new report, click Add, or select an existing report and click Add by duplication, when available.
Customize Reports
5 On the View/Edit or Add screen, enter a new Report Title or modify the existing name, if needed.
6 From the Database menu, select the type of data to include in the report.
• For shipment reports, select Shipments, Receive (for inbound shipments), or one of the Multiweight options.
• For database reports, select the appropriate database, such as Recipient or Sender.
7 For shipment reports only, click Data to Include to select the types of shipments you want to include in the report for FedEx Express, FedEx Ground, and returns.
Note: You can also select the data to include by clicking Override include on the Shipment and Shipment history report screens.
8 For shipment reports only, select one of the Print options for FedEx Express and FedEx Ground if you want to print the report automatically at the end of the day. If not, do not select any print options.
Note: When you close shipments from the Close screen, you can select the Hold reports operator options on 2-Reports tab if you do not want to print reports automatically.
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Customize Reports
9 Print field list
The fields included in the report display in the list box. For field definitions, refer to the Report Field Definitions section at the end of this section.
• To add a field to the report, select the field from the Field menu in the Print field list section.
• To add comments to the report, select
***Comment*** from the Field menu and enter the Comment text.
• Enter the Length of field if you do not need to use the maximum number of characters.
• Enter the number of spaces to indent in Left margin of field to add a left margin.
• Check Line break after field if you want the next field to begin on the next line.
• To add a field to the report once you have entered the associated information, click Add.
• To replace a selected field with another field, select the field from the list box, then select the replacement field from the Field menu and click Change.
• To delete a field from the report, select the field and click Delete.
• To change the order in which a field appears on the report, select the field and click the up or down arrow until the field is in the order you want.
Customize Reports
10 Sort field list
• To add a sort field, click Add in the Sort field list then select the field from the menu on the Add Sort Fields screen.
• Enter 1 as the Start Position to sort the field using the first character. To sort with another character, such as the third character, enter 3.
• Enter the number of characters to sort the field by in Length. For example, sort only 5 characters for department notes:
ABC111, ABC122, ABC133.
• If you want to print subtotals, check Print sub-totals.
• When you have finished entering the information, click OK. The field is added to the Sort field list.
• To modify sort field information, select the field and click View/Edit. Make changes as needed then click OK.
• To delete a sort field, select the field and click Delete.
• To change the order in which fields are sorted, select the field and click the up or down arrow until the field is in the sort order you want.
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Customize Reports
11 Filter field list
You can customize your reports to run with one or more specific report filters. Only shipments that match your filter field value(s) appear on the report.
• To add a filter field, click Add in the Filter field list section and select the field from the menu on the Add Filter Fields screen, then enter the Value. For example, select Recipient Company and enter Number One Company. To add another filter, click Add.
• To modify filter field information, select the field in the Filter field list section and click View/Edit. Make changes as needed, then click OK.
• To delete a filter field, select the field in the Filter field list section and click Delete.
Customize Reports
12 Layout
• To print field names or abbreviations as column headings, check Print column headings in the Layout section.
• To display information for individual packages, check Print detail lines.
• Check Keep multiple lines together on same page if desired.
• FedEx Ship Manager automatically adjusts the Font Size on your reports based on the number of fields you include. You can not make manual adjustments to the font size.
If your report fonts are too small, customize the report to remove unnecessary fields, and the report is adjusted automatically with a larger font size.
• The Line length displays the actual number of characters in the report and includes field lengths, spaces, and margins.
This number updates automatically as you modify fields in the report. If the number exceeds the maximum Line length amount, you are prompted to modify the length of the report.
• To indent for a left margin, enter the number to indent in Left Margin, or enter
• To add blank spaces between each column, enter the number of blank spaces to add in the Space between columns field, or enter zero (0) for no additional spaces.
• To advance to a new page after printing totals, check Page break between totals.
• To add a blank line between totals, enter the number of blank lines in Blank lines between totals.
13 Subtotal field list
• To print subtotals for a certain field, select the Field in the Subtotal field list section and click Add.
• To change the order of the subtotal fields, select the field and click the up or down arrow until the field is in the order you want.
• To delete a subtotal field, select the field and click Delete.
14 When finished modifying or adding information to the report, click OK to save your changes.
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