Creating reports in Intelligence 360

How to create a report

  1. Pick My reports in your menu bar.

    Intelligence 360 navigation menu with “My reports” option highlighted.

  2. Click the Create new report button.

    Intelligence 360 menu with “Create new report” button highlighted

  3. Choose the report you want to generate from the display and click on its Create button.

For example:

Intelligence 360 “Create new report” menu with “Shipping profile: by destination” option highlighted.

Preview behaviour

Clicking the Preview button lets you see the report before you create it. Information contained in the sample is NOT valid.

Once a report is generated, you can:

  • Download it
  • Add it to your favourites (up to 5 are allowed)
  • Edit it
  • Schedule, email and save as a template

Report behaviour

  • Your report can access information as far back as 2 years. But you can't get information dated before you set up Intelligence 360.
  • For best results, use Chrome as your browser when working in Intelligence 360.
  • You can schedule a report to run on a recurring time frame or generate a report immediately.

Need help creating different types of reports?

Find step-by-step instructions and helpful tips for:

How to create a shipping profile: by customer number

How to create a shipping profile: by destination

How to create a shipping profile: by weight category

How to create a performance summary: by customer number

How to create a performance summary: by destination

How to create a performance summary: by delivery standard

How to create a tracking summary report

How to create a service ticket report