How to create a tracking summary report in Intelligence 360

This report provides you with item level tracking information related to the status of your outbound and inbound items throughout the delivery process.

Use the following steps to create a report:

  1. Pick My reports in your menu bar.

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

  2. Open the Create new report button.

    Intelligence 360 menu with “Create new report” button highlighted.

  3. Select Create in the “Tracking summary report” box. You can preview the report before you create it.

    Intelligence 360 “Create new report” menu with “Tracking summary report” option highlighted.

  4. Enter the Start and End date of the time period* you want your report to cover.

    Because this report contains item level detail it has the potential to become a very large file. In order to optimize performance, the following controls have been put in place:

    • When you are selecting the time period it must not exceed 3 months. If you select a start and end date longer than 3 months, an error message will appear.
    • This report has a maximum limit of 100,000 records.
    Intelligence 360 time period selection.

    *You can access information as far back as 2 years. But you can't pull up information prior to the time you set up Intelligence 360.

  5. Pick the Customer number(s) whose data you want in the report. "Select all" customer numbers is the default.

    Intelligence 360 “Customer numbers” drop down list.

  6. Choose a Destination location – you can only generate a report for one destination choice at a time. Press the Continue button.

    Intelligence 360 “Destination” menu options.

  7. Pick the shipping Service type(s) whose data you want to see.

    Intelligence 360 “Service types” drop down list.

  8. If applicable, you can filter by Manifest number. This is not a mandatory field.

    Intelligence 360 “Manifest number” filter.

  9. If applicable, you can filter by Reference 1 and Reference 2, which relates to the information you entered within your shipping system. These are not mandatory fields.

    Intelligence 360 “Reference 1” and “Reference 2” filters.

  10. Enter a Report title, Email address and format to download.

    Intelligence 360 menu with fields for a report title, email address and download format fields highlighted.

You can schedule a report to run on a recurring time frame, or generate a report immediately.

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