Custom Reports

Custom Reports allow you to request specialized reports that aren’t available in the standard report library. Once created, you can view, filter, search, and download your custom reports from the Reports CSV page. Submit a detailed request describing what data you need, and the ShipEdge support team will create a custom report tailored to your specific business requirements.

Availability

Custom Reports are available to WMS users (User Level 2 and above). Seller-level users (User Level 1) should use Standard Reports or contact support for custom report needs.

Why Use Custom Reports?

Tailored to Your Needs

Request reports with exactly the data fields, filters, and format you need. Perfect for unique business requirements that standard reports don’t cover.

Automated Scheduling

Once created, custom reports can be scheduled to run automatically at your specified frequency (daily, weekly, monthly, etc.).

Expert Development

ShipEdge support team develops your custom report, ensuring it’s optimized and follows best practices for performance and accuracy.

Integration with Standard Reports

Once created, custom reports appear in your reports list alongside standard reports, making them easy to access and generate.

Advanced Filtering and Search

Use powerful search filters to find reports by ID, date range, or name. Search across all fields with flexible matching options.

Bulk Download

Download individual reports or select multiple reports for bulk download. Manage your report collection efficiently.

Requesting a Custom Report

1. Access the Request Form

   Navigate to SpecialReportstCsvlist.php?custom_reports=ok or click Custom Reports from the Reports page header (if available for your user level).

2. Fill Out Report Name

   Enter a clear, descriptive name for your custom report in the Report Name field (required). Use a name that clearly identifies what the report contains, such as “Monthly Sales by Region” or “Inventory Turnover Analysis”.

3. Provide Description

   In the Description field (required), provide detailed information about:

   • What data the report should include
   • What business question it answers
   • Any specific requirements or use cases
   • How you plan to use the report

4. Specify Columns

   In the Columns field (required), list all the data columns you want in the report. Be specific about:

   • Column names (use exact field names if you know them)
   • Data format requirements
   • Any calculated fields or formulas needed
   • Column order preferences

5. Set Report Period

   Select how often you want the report to run from the Report Period dropdown (required):

   • Every 1 day: Daily reports
   • Every 7 days: Weekly reports
   • Every 15 days: Bi-weekly reports
   • Every 30 days: Monthly reports
   • Every 90 days: Quarterly reports

6. Choose Initial Date

   Select the Initial Date (required) when you want the report to start running. Use the calendar picker to select a date.

7. Add Contact Information (Optional)

   In the Contact Information field, provide:

   • Your name and title
   • Phone number
   • Any additional context about the request
   • Preferred contact method

8. Provide Email (Optional)

   Enter your Email address if you want to receive notifications about the report request status or when the report is ready.

9. Submit Request

   Click Submit to send your custom report request. The system saves your request and sends a notification email to the ShipEdge support team.

10. Wait for Confirmation

    You’ll see a confirmation message: “Your request has been sent. We will contact you soon.” The ShipEdge team will review your request and contact you to discuss details or confirm when the report is ready.

What Happens After Submission

Request Processing

1. Request Saved: Your request is saved in the system with all the details you provided
2. Email Notification: An email is sent to the ShipEdge support team (help@shipedge.com) with your request details
3. Review Process: The support team reviews your request and may contact you for clarification
4. Development: Once approved, the team develops your custom report
5. Testing: The report is tested to ensure it works correctly
6. Deployment: The custom report is added to your account and becomes available

Report Availability

Once your custom report is created:

• It appears in your standard reports list
• You can generate it immediately or schedule it
• It follows the same generation process as standard reports
• Reports are available for download as CSV files
• Scheduled reports run automatically at your specified frequency

Viewing and Managing Custom Reports

Once your custom reports are created, you can view and manage them from the Reports CSV page (SpecialReportstCsvlist.php). The page displays all your reports in a table with advanced filtering and search capabilities.

Report Table Columns

The reports table displays the following information:

• Report ID: Unique identifier for each report
• Report Name: Name of the report (marked with *)
• Description: Detailed description of the report contents (marked with *)
• Report Period [days]: How often the report runs (in days)
• Report Date: Date when the report was generated
• Status: Current status of the report (Processing, Completed, Empty, Downloaded, Error)
• email: Email address associated with the report for notifications
• Download: Action to download the report

Filtering Reports

1. Filter by Report ID

   Enter a specific Report ID in the Report ID field and click Search (*) to find a specific report by its ID number.

2. Filter by Date Range

   Use the Report Date between fields to filter reports by generation date:

   • Click the calendar icon next to the first date field to select the start date
   • Click the calendar icon next to the second date field to select the end date
   • The system will show all reports generated between these dates

3. Filter by Report Name

   Select a report name from the Report Name contains dropdown menu. This shows all reports with that specific name, which is useful when you have multiple versions of the same report.

4. Use Basic Search

   Enter keywords in the search field and choose your search type:

   • Exact phrase: Finds reports containing the exact phrase you entered
   • All words: Finds reports containing all the words you entered (in any order)
   • Any word: Finds reports containing any of the words you entered

5. Apply Filters

   Click Search (*) to apply your filters, Reset to clear all filters, or Show all to display all reports.

Pagination

When you have many reports, use pagination to navigate through them:

• Page Numbers: Click numbered links (1, 2, 3, etc.) to jump to specific pages
• Navigation Buttons: Use First, Previous, Next, and Last to move through pages
• Records Per Page: Select how many reports to display per page (10, 20, 50, 100, 200, 500, or All Records)
• Record Count: View information showing “Records X to Y of Z” to see your current position

Downloading Reports

Individual Download

When a report status is Completed, click the Download link in the Download column to download the CSV file.

Bulk Download

When you filter reports by Report Name, you can download multiple reports at once:

1. Filter reports by selecting a Report Name from the dropdown
2. Check the boxes next to the reports you want to download, or use Select All to select all visible reports
3. Click the Download button at the top of the table
4. The system will prepare and download all selected reports

Report Statuses

Reports can have different statuses that determine available actions:

• Processing: Report is being generated. You can click Cancel to stop generation if needed.
• Completed: Report is ready. Click Download to get the CSV file.
• Empty: Report was generated but contains no data.
• Downloaded: Report has been downloaded previously.
• Error: Report generation failed. Click DELETE to remove the failed report.

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💡 Best Practices

Be Specific and Detailed

Provide as much detail as possible in your request. The more specific you are about columns, filters, and format, the faster the team can create your report.

Explain Business Purpose

Include why you need the report and how you’ll use it. This helps the team understand your requirements and suggest improvements.

Use Standard Field Names

If you know the exact database field names, use them. This reduces back-and-forth questions and speeds up development.

Consider Report Frequency

Choose a report period that matches your actual needs. Don’t request daily reports if weekly would suffice - it reduces system load and processing time.

Review Standard Reports First

Check if a standard report already meets your needs before requesting a custom report. Standard reports are available immediately and don’t require development time.

Plan Ahead

Custom reports take time to develop. Submit requests well in advance of when you need the report, especially for time-sensitive projects.

Troubleshooting

Custom Reports Option Not Visible

• Custom Reports are only available to WMS users (User Level 2 and above)
• Seller-level users (User Level 1) should contact support directly for custom report requests
• Verify your user level and permissions

No Response After Submission

• Custom report requests typically take several business days to process
• Check your email (including spam folder) for updates
• Contact ShipEdge support at help@shipedge.com to check request status
• Provide your request details when following up

Report Not Available After Creation

• Custom reports appear in your standard reports list once created
• Check standard_report_list.php or SpecialReportstCsvlist.php for your custom report
• Verify the report name matches what you requested
• Check the Status column - reports may still be Processing
• Contact support if you can’t find your custom report

Cannot Download Report

• Check the Status column - only Completed reports can be downloaded
• If status is Processing, wait for it to complete
• If status is Error, delete the report and contact support
• Ensure you have proper permissions to download reports
• Try refreshing the page if the download link doesn’t appear

Filters Not Working

• Clear all filters using the Reset button
• Try using Show all to reset the view
• Check that date formats are correct (YYYY/MM/DD)
• Verify Report ID is a valid number
• Ensure Report Name is selected from the dropdown (not typed)

Report Doesn’t Match Requirements

• Contact ShipEdge support to discuss modifications
• Provide specific details about what needs to be changed
• The team can update existing custom reports based on feedback

Related Links

Next Steps:

• Reports Overview - Overview of the reports system
• Standard Reports - Generate standard business reports
• Business Intelligence - Access embedded analytics dashboards
• Orders Overview - Manage and track orders