In warehouse management, data utility depends on accessibility. Whether preparing a daily pick list, running reports for a 3PL client, or performing an inventory spot-check, exporting data from the system is a critical operational task.
Efficiently exporting this data allows you to communicate with your team, provide transparency to customers, and make data-driven decisions regarding labor and warehouse space.
Choosing the Export Method
ShipHero provides three ways to export report data. Depending on your goals and user permissions, these options are located at the top of the data table.
1. Export All Rows
This is the most comprehensive tool available. It captures every record that matches your active filters, regardless of how many rows are displayed on the screen.
- Format: CSV (Excel compatible).
- Best For: Creating full-scale picking lists or monthly audits involving thousands of rows.
- Workflow: When selected, ShipHero generates the file on the server, uploads it to a secure location, and opens it in a new tab for download.
2. CSV and PDF (Current Page)
These options provide an immediate snapshot of the data currently visible on your screen.
- CSV: Used for quick data manipulation in spreadsheet software.
- PDF: Used for clean, printable documents for floor managers.
These options only export the specific page you are currently viewing. If the report contains 500 items but your page size is set to 50, only those 50 items will be exported.
3. Column Visibility
Use this tool to customize the report before exporting. You can toggle off unnecessary columns (such as internal IDs) to ensure the final file contains only relevant data points like SKU, Product Name, and Quantities.
Permissions and Restrictions
To maintain security, especially in 3PL environments, ShipHero Administrators can restrict export capabilities.
| Access Level | Available Features |
| Standard Access | Export All, CSV, PDF, and Column Visibility. |
| Restricted Access | Column Visibility only. Export All, CSV, and PDF buttons are hidden. |
To modify these settings, edit the Role assigned to the user. Go to the My Account > Roles and Permissions page, click into the role you need to edit and enable/disable the Restrict Exports permission as needed.
Best Practices for Data Exports
- Filter Before Exporting: To reduce processing time for large files, apply filters (such as Warehouse or Ready to Ship) before selecting Export All Rows.
- Processing State: When using Export All Rows, the button text will change to Exporting. Please wait. Do not refresh the page during this time; the system is processing the request on the server to ensure file integrity.
- Excel Compatibility: All CSV exports include a Byte Order Mark (BOM), ensuring the file opens correctly in Microsoft Excel without character encoding errors.