Pacejet

Create Shipping Reports with the Bulk Import/Export Tool

Overview

The bulk export of shipping data allows access to a broad range of Shipment data. This data can be used to generate advanced analytics, create customized reports, provide historical data to be used for carrier rate negotiations, etc. Unlike existing reports, there are no date-range limits on these exports. Note that larger data sets may take longer to complete.

User-customizable report templates are provided to emulate the data available in the Standard Freight Data report and the Shipment Summary report. The data is created in downloadable .CSV (comma-delimited) format for use in Excel and other reporting software. The fields can be selected, and the data can be filtered by date, carriers, etc.

Since very large exports can take several minutes, the screen automatically notifies the user when the data processing has completed.


Installing the Shipment Rule

Before you can export the shipping data, you need to install the following shipment rule: Create Bulk Export Shipment Report Templates. Refer to RULES Overview for the steps to install a rule.

Installing this rule creates the report templates in the Bulk Export screen.
In the Bulk Export screen, you'll see that you now have the following three report templates:
- Report - Bulk Export Shipments
- Report - Shipment Summary
- Report - Standard Freight Data


Exporting Reports with the Bulk Import/Export Tool

You can export the data without the need to configure the parameters manually each time you want to gather data. There are many parameters to define when creating exports (reports), including the actual data and fields you want to export.

Pacejet exports to .CSV file format (comma separated value). The .CSV file format is a flexible format that can be opened and imported with a number of spreadsheet and database applications.


Steps

  1. Click Tools

  2. Click Bulk Import/Export

  3. Click Bulk Export.

If you do not see an option for Bulk Import / Export, contact Pacejet Customer Care to have the license enabled for Bulk Import / Export.

If you plan to modify the report, follow the steps for Modifying the Report Template (below) first, otherwise, go to Exporting and Downloading (below).


Modifying the Report Template

  1. Click the report template you plan to use.
    select_templatev2.png

    The Edit Bulk Export window appears.
    a_adjust_template.png

  2. In the Export column, you have the following options:

    • Click the checkbox in the Export column to either select or unselect any fields.

    • While you have the option to click the column heading Export to select all the fields, due to the number of fields that would be selected, it is not recommended.

  3. In the Heading column, you have the option to click in the Heading row to change the name of any headings to meet your requirements.

  4. In the Col# column, you have the option to select different number columns for the fields and data to be displayed.
    This changes the column order on the .CSV output file.

    Edit Bulk Export_Col#

    container_ID_first.png

    column_orderv2.png

    Result

    column_orderv4.png

    column_orderv3.png

  5. If you plan to apply filters, follow the steps below. Otherwise, continue with step 6.

    1. Click Set Filter to filter by Ship Date, Total Weight, etc.
      set_filter.png
      Pacejet displays the Edit Export Filter screen.
      edit_export_filter.png

    2. In the Query field drop-down list, select the item you would like to filter (Carrier, Freight Terms, Warehouse, Ship Date, Total Weight, or Ship Mode).

    3. From the Operand drop-down list, select the operand (for example, "=").

    4. In the Value field, enter the value for which you are filtering.

      Value

      How to Enter Value

      Carrier, Freight Terms, Ship Mode, and Warehouse

      Select the value from a drop-down list.

      Ship Date

      Click in the Value field and Pacejet displays a calendar.
      Note: If you do not select a date range, the report will produce all the shipping history in Pacejet.

      Total Weight

      Enter the weight.


      To clear a filter, click the X to the left of the value in the Query field.

  6. Click Save.


Exporting and Downloading

  1. Click the checkbox next to the report template you plan to use.
    select_templatev2.png

  2. Click the export export_icon.png icon.
    Pacejet displays a message while the download file is being prepared.
    message.png

  3. Once the file is ready for download, you'll see the cloud. Click the cloud cloud_no_border_use_as_icon.png to download and save your report (.CSV file).
    cloudv2.png

The file is saved to the download folder that you designated in your browser


Creating Additional Reports

You can create multiple reports (Examples: mode-specific or carrier-specific) that you will use periodically. There is no need to re-configure a single report for each of your required reports. You can create a specific report template for each report, and change the date range each time you run the report.

Follow the steps below to create the additional reports.

  1. Click the plus plus_icon.png button.

  2. Populate the fields:

    • Export Name: The name will be displayed in Pacejet and will be the name of the downloaded file.
      This name will be displayed in Pacejet.
      Example: FedEx Shipment Report

    • Description: Provide a description for the report.
      This description will be displayed in Pacejet.
      Example: Monthly FedEx Report

    • Generate New Map: Leave the box unchecked.

    • Map Name: Select either Shipment Summary or Standard Freight Data.

    • API Endpoint: Automatically selected. Do not change this.

    • API Version: This is not used for the Shipment reports.

  3. Click Save.
    You'll see your new report template listed with the other report templates.
    report_name.png

To modify the report you just created (set filters, order columns, etc.) follow the steps above (Modifying the Report Template.)