Build, Save and Share Reports That Match Your Business Needs
Every business needs different reports. One exporter may want pending Proforma Invoices by buyer, while another wants shipment value by destination, inventory by warehouse or outstanding customer payments. Waiting for software customisation every time a new report is required slows decision-making.
With Custom Reports, Shipzy allows you to create reports tailored to your business. Choose the information you want to see, arrange it your way, apply multiple filters, save report templates for future use, export reports to Excel and share them with your team—all without requesting new report development.
What's New?
- Create reports based on your business requirements.
- Choose the columns you want to display.
- Rearrange columns in any order.
- Apply multiple filters to refine your data.
- Save frequently used report templates.
- Generate reports instantly.
- Export reports to Excel.
- Share reports via email.
- Reduce dependency on software customisation.
- Make faster, data-driven business decisions.
Example Use Cases
- Pending Proforma Invoice Report :
Display : Buyer Name, PI Number, PI Date, Product, Quantity, Invoice Value, Sales Executive.
Filter by : Buyer, Pending Status, Date Range, Sales Executive.
- Shipment Performance Report :
Display : Buyer, Shipment Number, Container Number, ETD, ETA, Vessel Name, Shipment Value.
Filter by : Destination Country, Port, Shipment Status, Shipping Line.
- Inventory Report :
Display : Product, Warehouse, Lot Number, Batch Number, Available Quantity.
Filter by : Warehouse, Product, Inventory Type.
- Customer Outstanding Report :
Display : Customer Name, Invoice Number, Due Date, Outstanding Amount.
Filter by : Customer, Due Date, Payment Status.
How It Works
- Step 1 : Select the report you want to customise.
Step 2 : Choose the columns to display.
Step 3 : Rearrange the columns in your preferred order.
Step 4 : Apply one or more filters.
Step 5 : Generate the report instantly.
Step 6 : Save it as a reusable report template.
Step 7 : Export it to Excel or share it via email whenever required.
Benefits
- Build reports without software development.
- Create reports that match your business processes.
- Save frequently used report layouts.
- Reduce manual Excel work.
- Share reports easily with colleagues.
- Improve visibility across export operations.
- Make faster and more informed business decisions.
Ideal For
- Exporters
- Manufacturers
- Business Owners
- Export Managers
- Operations Teams
- Finance Teams
- Sales Teams
- Management
Frequently Asked Questions
- What are Custom Reports?
Custom Reports allow you to create business reports by selecting columns, arranging layouts and applying filters based on your reporting requirements.
- Can I choose which columns appear in the report?
Yes. You can select only the columns that are relevant to your business.
- Can I rearrange the column order?
Yes. Columns can be reordered to match your preferred report layout.
- Can I apply multiple filters?
Yes. You can use multiple filters simultaneously to generate more targeted reports.
- Can I save report templates?
Yes. Frequently used reports can be saved as templates, allowing you to generate the same report again without rebuilding it.
- Can I export reports?
Yes. Reports can be exported to Microsoft Excel for further analysis or record keeping.
- Can I share reports with my team?
Yes. Reports can be shared via email directly from Shipzy.
- Do I need Shipzy to develop a new report every time?
No. Custom Reports give you the flexibility to build and manage reports yourself.