Export Data

 


Dashboard Reports

 

Purpose:

To allow customers access to their shipment data for months at a time.

Requirements:

  • Line items cannot be exported from the Dashboard Reports.

Step By Step:

Step 1

Navigate to ship.desktopshipper.com and Select the month & year by clicking the calendar icon within the Monthly Report Files.DesktopShipper Cloud 10.2.2 2022-02-08 at 2.48.48 PM.0 and 5 more pages - Personal - Microsoft_ Edge

Step 2

After you have selected the month & year you need you will click the "Click to Download" button to begin processing the file.DesktopShipper Cloud 10.2.2 2022-02-08 at 3.00.36 PM.0 and 5 more pages - Personal - Microsoft_ Edge

Step 3

You will then select the "GenericDetailsReport.zip" button.
DesktopShipper Cloud 10.2.2 2022-02-08 at 3.07.20 PM.0 and 4 more pages - Personal - Microsoft_ Edge

Step 4

After your file is downloaded you will look in your downloaded files for the excel spread sheetGenericDetailsReport & DesktopShipper Cloud 10.2.2 2022-02-09 at 12.23.26 PM.5 and 3 more pages - Personal - Microsoft_ Edge

Step 5

When you open your excel sheet you will see your tracking numbers not in a proper format, to change this you will highlight the "Tracking & Alt Tracking numbers" and press the drop-down menu where it says "General" and select numbers.

Screen Recording 2022-02-09... and 6 more pages - Personal - Microsoft_ Edg.. 2022-02-09 at 12.37.53 PM

Step 6

To get rid of the decimals, you are going to press the "Decrease decimals" button 2 times

GenericDetailsReport - Read-Only - Excel 2022-02-09 at 12.40.01 PM

Step 7

You will then go to File > Save As > then rename your file to the appropriate month.

GenericDetailsReport - Read-Only - Excel 2022-02-09 at 12.42.39 PM


Order Manager Exports

Purpose:

To allow customers access to their order data.

Requirements:

  • Line items can be exported from the OM.
  • Data is only saved for up to 2 months.
  • Custom Exports are available for 2022 and newer data. These can be requested by talking to our sales team. 

Step By Step:

1. Open DesktopShipper Cloud.
2. Select the Order Manager Tab.
3. Set your Filters on the grid.
4. Select the shipments you would like to export.
  • Select All
  • Individually Click
  • Shift-Click. See how-to Click Here.

5. Select Export in the top right of the grid.

  • You can select which fields you would like to export by selecting the filter Icon. 

VSB Export

(void and search shipments)

Purpose:

To allow customers access to their package data.

Requirements:

  • Line items cannot be exported from the VSB.
  • Data is only saved for up to 2 months.

Step By Step:

1. Open DesktopShipper Cloud.
2. Select the Void and Search Shipments Tab.
3. Set your Filters on the grid.
4. Select the shipments you would like to export.
  • Select All
  • Individually Click
  • Shift-Click. See how-to Click Here.

5. Select Export in the top right of the grid.

 
 
 
 

Importing CSV/Txt Files into Excel

Purpose:

a how-to guide for importing CSV and Text files into Excel.

Requirements:

  • Excel
  • A CSV or Text file to import

Step By Step:

1. Open Excel

2. Select Data Tab 

3. Select Get Data> From File> From Text

 
 
 4. Select Select Delimited, Next
5. Unselect Tab, Next.
6. Select Comma
7. Highlight all Data
8. Select Text
9. Finished
 
 

Newer Version of Excel

 

Select From Text/CSV

Change Data Type Detection to Do not detect data types

Select load