Reports and the Audit Trail

The Daily Summary, Shipping Analysis and Faster Than Needed reports, the Audit Trail, and exporting to a spreadsheet. Every number in a report opens the list behind it.

Reports are under the Insights menu. You see the ones your role covers, and each report shows only shipments you are allowed to see. Amounts appear only if your role shows costs.

Daily Summary

One day of shipping for your scope.

• Previous day and Next day step through days. To jump to a date, type it in the date box and choose Go.
• The tiles split the day by status. Choose a tile to filter the table, and Show every status to clear it.
• The table lists each shipment with the time, who shipped it, from where, to where, the service, the status and the cost.

To get this report by email each morning, open the My Account menu, choose Preferences, and turn on Email me a daily summary of the previous day's activity.

Shipping Analysis

For managers. It groups your shipping over a date range you choose, with the number of shipments, deliveries, exceptions, spend and each row's share. Every row opens History filtered to the shipments it counted. A shipment charged to two cost centers is counted under each, so rows can add up to more than the shipment count, but spend is split so it still adds up to the total.

Faster Than Needed

For managers. It looks at delivered shipments that used a service faster than ground and asks whether a slower, cheaper service would have arrived by the same date. It opens on the last 30 days and on Could have gone slower. Shipments in carrier air packaging that can only travel by air are never counted as overspend.

Audit Trail

A record of who did what, and when, in your organization. Entries cannot be edited from any screen. You see it only if your role includes it.

• Search by person or by what happened, and filter by area and date range. It opens on this week.
• Under More filters, Labels and invoices shows label prints, label reprints with their reasons, and every label or commercial invoice opened or saved.
• Support access, one of the Area tiles, lists what Mercury support looked at. See What Mercury support can see.

Export to a spreadsheet

Export CSV is on History, Shipping Analysis, Faster Than Needed and the Audit Trail, not on Daily Summary. It exports exactly what you are looking at: your filters, your scope and only what you are allowed to see. On History and the two analysis reports the button is on a computer only.