View Your Shipments with the Transaction Report

Managing your shipments with clarity and efficiency is essential for maintaining both financial and operational control of your business. With that in mind, ShipSmart has launched Transaction Reports: a tool that gives you a complete overview of all your activity within the platform.

In this article, you'll learn how to access, use, and get the most out of this feature, whether you need a detailed or simplified version.

What are the Transaction Reports?

Transaction Reports are documents generated directly from ShipSmart's platform that provide comprehensive information about your shipments, payments, statuses, dates, and other key data related to your logistics operations.

This feature was designed to:

• Provide transparency over your logistics transactions
• Make it easier to track costs and perform financial reconciliation
• Improve system performance with more objective reporting

Report types available

You can choose between two versions, depending on your needs:

Detailed Report

Ideal for those who require comprehensive information, including:

• Shipment ID
• Shipping dates
• Freight, insurance, and fee costs
• Sales channel
• Recipient
• Current status

This version is recommended for tax management and monthly financial control.

Simplified Report

Designed especially for logistics operators, affiliates, or partners, this version includes:

• Essential data
• A lighter layout
• Faster document generation

It’s perfect for those who only need a quick overview of their transactions, without getting into the specifics of each shipment.

How to generate the report

1. Open the menu in the top-left corner of the screen and click on “Follow up > Reports”.

   

2. Enter a description for the report

3. Choose the report type: detailed or simplified

4. Set the desired time period

5. Click on “Request”

   

6. The file will be available for download in the most convenient format for analysis (usually .CSV or .XLSX)

Whether you’re closing out the month or keeping tabs on daily activity, Transaction Reports let you quickly and clearly see what was processed, where, and how — all in just a few clicks.