How to create a shipping profile report: by weight category

This monthly report provides consolidated information related to net cost ($), volume and average weight (kg or VE -Volumetric Equivalent) of items. Information is consolidated by weight category or range.

For up-to-date results, generate this report after a Tuesday, as information is uploaded each week on Tuesday.

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 “Shipping profile: by weight category” box. You can preview the report before you create it.

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

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

    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. Pick a Weight range. You can generate a report that includes the weight (kg) of all items or select a certain weight range.

    Intelligence 360 menu with field for “Weight range” highlighted.

  9. Pick a Minimum and Maximum weight.

    Intelligence 360 menu with fields for minimum and maximum weight highlighted.

  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

Key definitions

Description Term Definition
Up to and including weight band (kg or VE) Represents the maximum weight range (kg or VE). Refer to this column to determine the minimum and maximum weights for each service type.
Fuel Surcharge ($) The sum of the fuel surcharge amount for all items within each weight band.
Total Net Cost ($) (Including Fuel Surcharge) The sum of all items billed within each weight band. Net cost includes ALL surcharges and fees (i.e. fuel surcharge and Signature). Net cost does NOT include applicable taxes.
Volume The number of items billed within each weight band.