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How to Customize Shipping Reports

FedEx Ship Manager has over 25 shipping reports and allows you to create and customize any additional reports you may need.

1 Click the Report button at the top of your screen.

2 Click the Customize Shipment Reports button on the left of the Reports screen.

3 To modify an existing report, select the report and click the View/Edit button.

4 To create a new report, click the Add button. Or select a similar report and click the Add by Duplication button.

Report Section 1 Report Title

If this is a new report, enter a unique Report Title.

2 Database

From the Database menu in the top right corner of the screen, choose the type of data to include in the report.

• Choose Shipments for shipping reports.

• Choose Receive to customize inbound reports.

• Choose a Multiweight option to customize multiweight pricing reports.

3 Print Options (optional)

Check one of the Print Options if you want to print the report automatically at the end of the day. If not, omit Print Options.

If your report includes FedEx Express or FedEx Ground shipments only, check the corresponding Print Option.

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Report Fields Fields that are included in the report display on the left.

Report Section 1 Data to Include

To select the types of shipments you want to include in the report, begin by clicking the Data to Include button on the left.

Report Section

1 Check any (or all) of the types of shipments to include in your reports. For example, to include all shipments, except deleted shipments, see the sample screen below.

Note: To select data for an individual report, click the Override Include button when you print the report. The Override Include button does not save your entries.

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Data to Include This screen also displays by clicking the Override Include button when you print reports.

Data to Include Click this button to select the types of shipments to include in your report.

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Report Section 1 Add fields

To add a field to the report, select the field from the Field choice list on the left. Then choose the following options.

2 Length of field

If you do not need to include the maximum number of characters, enter a lesser number.

3 Left margin of field

To add a left margin, enter the number of spaces to indent.

4 Line break after field

Check this option if you want to include a blank line below the field on the report.

5 Add

Click the Add button to add the field to the report.

Report Section 1 Move fields

To change the order in which the field appears on the report, select the field from the field listing and click the up or down arrow.

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4 Print Field List To add a field to the report, select a field from the choice list.

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Report Section 1 Add comments

To add comments to the report, select ***Comment*** from the Field list.

2 Comments text

Enter the text that you want printed on the report in the Comment text field.

3 Left margin of field

To add a left margin before the comments, enter the number of spaces to indent.

4 Add

Click the Add button.

5 Move comments fields

Click the up or down arrow key to place the comments in the order you want them to appear on the report.

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Comments 6 To add comments, select *Comment*

at the top of the choice list.

Report Section 1 Add a sort field

To add a sort field, click the Add button in the middle of the screen, under the Sort field list section.

2 Sort field

In the Add Sort Fields box, select a field from the choice list.

3 Start position

Enter 1 to begin sorting the field with the first character. To begin sorting with another character, such as the third character, enter 3.

4 Length

Enter the number of characters to sort the field. For example, sort only 5 characters for department notes: ABC111, ABC122, ABC133.

5 Print subtotals

Check this option if you want to print subtotals.

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Choose Sort Fields Select the sort field from the choice list.

7 Add Sort Fields

To add a sort field, click the Add button

Report Section

Create the layout of the report

Choose any options in the Layout section of the screen.

Print line length displays the maximum number of characters you can include for the report width.

The actual number of characters included in the report appears to the right of the Print Line field. This includes field lengths, spaces, and margins.

As you modify fields in the report, the actual number of characters updates automatically.

If the actual number of fields in the report exceeds the Print line length number, you are prompted to modify the length of the report.

Report Section

Add subtotals

To print subtotals for a certain field, select the field in the Subtotal field list section and click Add.

You can move subtotal fields in the order you want them to appear on the report. To move a subtotal field, select the field and click the Move Up or Move Down button.

When finished modifying the report, click OK to save your changes.

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