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User Guide: Web Dashboard Reports Menu

This article is a general overview of the Reports menu in the ShipHero Web Dashboard.

Shipments

Use this report to measure the volume of shipments made within ShipHero. See the number of shipments made in a specific date range, shipment costs, end-customers shipment costs, profit, and number of items shipped. There are multiple ways to filter the report, such as by date, carrier, shipping label status, store, and warehouse.

The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Shipped Items

View all products shipped within a specific timeframe and which orders they are associated with.

The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Inventory Value

Use this report to calculate your current or historical inventory value. Filter by date, warehouse, and vendor. See the total inventory value within a specific timeframe and the value on an individual line item level.

The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Kits Reports

View all kits. Filter by kit SKU, warehouse, component SKU, component Name, quantity, and date Created.

The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Inventory Variance Report - Deprecated

Inventory Change Log

Whether inventory is updated manually or because more product was received on a purchase order or inventory was deducted because orders shipped out, you can check all inventory adjustments here. Filter by date and warehouse.

The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Cycle Count Locations

The Cycle Count Locations Report shows all location information recorded during cycle counting. At the top of the report, you may use filters to select the specific data you want to view.

Depracted Report: This report is not compatible with the current version of Cycle Count and will be removed from the platform. It remains as an referencable report for customers whom used a previous version of cycle count.

Cycle Count Items

The Cycle Count Items Report shows all item information recorded during cycle counting. For more information, see How to Track Inventory Changes Due to Cycle Counting.

Depracted Report: This report is not compatible with the current version of Cycle Count and will be removed from the platform. It remains as an referencable report for customers whom used a previous version of cycle count.

Pickers

View individual picker statistics using the Picker Report. Select the date you want to view and see the number of items picked versus the number of unique items picked for the selected date. This report also calculates the overall statistics for the specific picker. Directly reference the order number each item was picked for, the product that was picked, and which tote was used for the order.

The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Packers

View individual packer statistics using the Packer Report. Select the date you want to view and see the number of labels printed, items packed, unique items packed, whether or not product barcodes were scanned at packing, and if any packing errors were made.

Cost of Goods

The COGS report is most commonly used for determining sales taxes due for a specific period. Filter by Store and use the Column Visibility Tab to determine which columns you want to export to CSV or PDF. Profitability factors include:

  • Selling price on individual orders
  • Value: Current cost of the product
  • Shipping amount paid by the customer
  • Actual shipping cost for you
  • Return total sales and taxable sales

Stale Inventory

Determine how long it will take to sell out current products and how many have been sold within the last 90 days or over the last year. Use this report to calculate which products you should purchase less of in the future.

The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Sales by SKU

View inventory sales, filter by Vendor, Store, and whether or not the products are Active. If you have stock at Fulfilled by Amazon (FBA), you can view the same information for FBA products in this report. By default, sales velocity is based on the period from 365 days to 335 days ago (the last 30 days). You can customize the report sales period in your General Settings.

To refresh daily data, click the here button at the top of the report.

The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Packer Errors

Review reported packer errors in one place. Sort by date and packer name. See the date the error was recorded, who the packer was that made the mistake, what the error was, which product SKU was affected, and the order number that resulted in an error.

To report an error, find the original order using the search bar on the Manage Order page, open the order, and scroll to the 'Shipment' section on the right side of the screen. Click 'Report' to select the associated product and record the issue.

The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

Needs Replenishment

The Needs Replenishment Report is designed to help you track which products need to have their picking bins replenished. For more information, see our help article on the Needs Replenishment Report.

Serial Numbers

View this report if your products require serial numbers. See which serial numbers were used on which orders. Sort by date, Store, and Warehouse.

On the product level, indicate which products require a serial number by enabling the product detail "Needs serial number." This can be initiated on the individual product page or through Bulk Edit. When you go to pack an order with a product that requires a serial number, once the product barcode is scanned to be packed, you will be prompted to scan or type in the serial number. After the label is generated and the order is completed, the serial number and order will appear in this report.

The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.

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