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Automated email for Reports

It would be awesome to have an option to automatically send a certain report criteria. For example the ability to automatically send and excel report of daily shipments to myself. Or a monthly report for shipping cost.

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Daniel Gerber Utopian Coffee Co. shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
under review  ·  AdminShipStation (Product Owner, ShipStation) responded  · 

Hey @Daniel, thank you for adding your idea! Are you only interested in the shipping cost report or are you looking to generate several weekly/monthly reports? Would this just be for you or for other eyes as well?

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  • Stephen Tracy Warm PBC commented  ·   ·  Flag as inappropriate

    Daily report would be big for us too.
    - # of awaiting shipments would be first priority. next would be
    - age of the orders
    - product / SKU breakdown
    - package type

    Would save me loads of time preparing my morning meeting for my team where we discuss the workload for the day.

  • ryanbennett commented  ·   ·  Flag as inappropriate

    I really need the shipped item report emailed or better yet sent via FTP daily. This would allow me to automate inventory deductions from my inventory software (which I currently do manually)

  • EKing commented  ·   ·  Flag as inappropriate

    We are looking for a way to create a filtered report, perhaps just a subset of skus that shipped each day/week/month, etc, and schedule this report to run daily and email to a list of users (or to me for auto-forwarding). This is a 3 voter request for me!

  • Nikki Lounsbury Wilson Orchard & Vineyard Supply commented  ·   ·  Flag as inappropriate

    Ideally any report would be great to have the ability to schedule/automate. We have a need to send the shipping manifests to specific users daily in different locations as adding the step to login to a system they don't necessarily use frequently acts friction in their workflow. Also, this could better support FTP functionality. So if we could also choose from formats (xls, txt, xml, etc.) that would be ideal.

  • Driveshaftparts commented  ·   ·  Flag as inappropriate

    The built-in reports feature is great, it provides exactly the reports we need, but we do need these to be automatically emailed out daily, weekly etc. Right now i really need the daily sales report to be emailed out. How far are you with implementing an auto-email feature?

  • Brian Ballan Fellow Barber commented  ·   ·  Flag as inappropriate

    Also, being able to filter the report based on certain columns would be great. So, a {time of day} send me {shipments} && {changed status} && {carrier}

    For example: at the end of each day, email a spreadsheet of my shipments that hit the mail stream (i.e., Shipped changed to TRUE)

    Right now the solution is to export the entire report everyday and then manually filter it down to the orders that are shipped and then compare that to the previous report.

  • Mike Boyer TOYNK TOYS commented  ·   ·  Flag as inappropriate

    Please add the ability to schedule exports to be automatically generated and the ability to designate an email recipient of the exported file or even FTP delivery of the export.

    Running and downloading exports via the UI is primitive and not scaleable. Thanks

  • Frank Galarraga Leesa Sleep, LLC commented  ·   ·  Flag as inappropriate

    Weekly and Monthly I have to manually generate and export into Excel the following reports -

    Raw Orders
    Shipped Items
    Shipped Orders

    If the option to schedule this process and send, via email, to a recipient list was available, that would be wonderful.

  • Benjamin J Maloy Evolve Golf commented  ·   ·  Flag as inappropriate

    We endorse this as well @Utopian Coffee. Our controller would love it if we could send out an automated report of the day's shipping to multiple emails (the emails of our sales team).

  • AdminShipStation (Product Owner, ShipStation) commented  ·   ·  Flag as inappropriate

    Thanks for the update @Daniel! Are you not finding the weekly digest emails helpful? Depending on what email client you use, you may also be able to create a rule to forward this email to the appropriate addresses if they are not ShipStation users.

    This article goes over how to turn it off, but I'll use it to show you to where you can find the setting: https://help.shipstation.com/hc/en-us/articles/206639167

  • Daniel Gerber Utopian Coffee Co. commented  ·   ·  Flag as inappropriate

    I am looking to do two things more efficiently:

    1) Daily reports to multiple emails of the days raw data shipped order export.

    2) Monthly reports to multiple emails of the shipping cost export for the month.

    Thanks for looking into this!

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