User Manual. Interactive

Transcription

1 User Manual Interactive Instructions for: Report Nov 2016

2 Interactive User Manual for Report Overviews Purpose This document describes the Report module in DHL Interactive (DHLi). Scope of this Document This document only describes the generic process. It does not provide detailed: Best practice requirements, or Country/region/station-specific content. Application Regional Application: This document applies to all regions. Product Application: This document applies to all core products. Questions For any question concerning this document, please contact: DHL Internal: Your local or regional Process Standardization and Operations Support (PSOS). DHL Customers: Your DHLi Key Account Manager. Benefits/ Advantages DHLi Report enables you to: Generate reports of shipments and keep control of the previous 12 month s shipment history. Create customized reports. View online, print, , or export. Use formats CSV, Excel, XML and PDF. Schedule regular reports to yourself or others in your organisation. Important This document remains under the copyright of HDL and is not for redistribution. Do not alter or duplicate content in this document without written permission of the owner. Page 1 of 101

3 Overviews, continued Contents The table below lists the sections in this document. Topic See Page Section A: Getting Started 3 Section B: Saved Reports 12 Section C: New Report 50 Section E: Report Results 79 Section F: Report Settings 92 Section G: History of Change 99 Page 2 of 101

4 Section A: Getting Started Overview Purpose This section gives an introduction to the Report module in DHLi. Contents The table below lists the sections in this document. Topic See Page A.1 - Logging on to DHLi 4 A.2 - Helpful Tips 5 A.3 - Where to Access Report 11 A.4 - About Report 12 Top of the Document Page 3 of 101

5 A.1 - Logging on to DHLi Purpose This topic describes the basic details for logging onto DHL Interactive (DHLi). DHLi Website The DHLi website is accessed using the URL listed below. Login Details Details used to log into DHLi, such as user ID and password, are case sensitive. Minimum Browser Requirements To use DHLi, you must meet the minimum browser requirements listed below. Browser Version Internet Explorer Internet Explorer FireFox Chrome m DHLi Login Page The example below is of the DHL Interactive (DHLi) Login page. Return to: Section A: Getting Started Page 4 of 101

6 A.2 - Helpful Tips Purpose This topic describes helpful tips used for navigating through DHLi. View Changes to DHLi Each page within the DHLi Report module includes a link to view changes to that module. When you click on the link, a document displays describing the latest changes to the DHLi module. In the example below the link describing the latest change to Report DHLi module is highlighted. Page 5 of 101

7 A.2 - Helpful Tips, continued Help Text DHLi has an extensive Help Text. The Help Text symbol is a question mark. To display Help Text you either: rest the cursor on the appropriate question mark to display help text in a hanging box, or click on the Help Text symbol to open an Information help text box. In the example below both types of Help Text content, hanging and information box, display. Mandatory Fields In DHLi a number of fields or sections require completion before you are able to continue processing. Such mandatory fields and sections are indicated by a red asterisk (*). Links In DHLi there are a number of items that have link connections. Such links are indicated by a >. When you click on the link you are taken to another page. Page 6 of 101

8 A.2 - Helpful Tips, Continued DHLi Help Desk The DHLi Help Desk is available to answer questions or offer assistance as needed. To find contact details for your local DHLi Help Desk, click the: Find Your Helpdesk button on the log in page, or Place your mouse over Help in the ribbon at the top of the page and select Helpdesk from the drop down list. Page 7 of 101

9 A.2 - Helpful Tips, Continued Help Desk Contact Details Use the Find Your Helpdesk page to locate the contact details for your local help desk. 1. Select your country from the Select Country drop down list, and 2. Click the Search button. Result: The contact details display below the Select Country field. Page 8 of 101

10 A.2 - Helpful Tips, Continued FAQ Frequently Asked Questions (FAQ) is a list of commonly asked questions and answers pertaining to DHLi. Accessing FAQ The DHLi FAQ module is able to be selected from any DHLi page by clicking Help in the top navigation ribbon and then FAQ. The example below is of the Book, New Shipment page. In the example the user s cursor is placed over Help in the top ribbon. Page 9 of 101

11 A.2 - Helpful Tips, Continued The example below is of the DHLi FAQ page. FAQs are entered into DHLi by country and are based on the user s settings. As a result not only do FAQs relevant to the user s country display, but FAQs are also able to be displayed in the user s preferred language. Note: FAQs are entered into the DHLi Portal Administration module. FAQ Portal Administration is only available to Superadmin or Helpdesk. Return to: Section A: Getting Started Page 10 of 101

12 A.3 - Where to Access Report Purpose This topic describes where to access the Report module in DHLi. When to Use Report Use Report to create a shipment report. Page Fields The fields that display within DHLi pages are controlled through profile settings by DHLi Administrators. Depending on your profile settings, various illustrated fields may not display on DHLi pages. Accessing Report The DHLi Report module is able to be selected either from: The DHLi Home page or, From any DHLi page by placing the cursor over Report in the top navigation ribbon and selecting the required Report module from the drop down list. The example below is of the Book, New Shipment page. In the example the user s cursor is placed over Report in the top navigation bar. Page 11 of 101

13 A.4 - About Report Purpose The purpose of this topic is to describe the process of the DHLi Report module. Report To report on shipments using DHLi Report, either: From the top navigation bar click on Report, or Click on Report in the DHL home page. Parts of the Report Module The Report module contains three parts. Each part displays in a drop down list when you place the cursor over Report in the top navigation bar of any DHLi page. The table below lists each part and where to find information for each. Part Saved Reports New Report Report settings Use this Section to View saved reports, create new reports, edit save reports, edit saved report schedules, download saved report set-up, delete reports and run saved reports. Reference: Section B: Saved Reports on page 13 Create new reports, manage columns to be included in the report, set up filters, determine the timeframe of the report. Reference: Section C: New Report on page 50 To define the defaults for export settings and account to send data. Reference: Section F: Report Settings on page 92 Return to: Section A: Getting Started Top of the Document Page 12 of 101

14 Section B: Saved Reports Overview Purpose This section describes the Saved Reports page in the Report module. Contents The table below lists the sections in this document. Topic See Page B.1 - Saved Reports 14 B.2 - Reports Longer than 93 Days 19 B.3 - Report Selection Tags 20 B.4 - Edit Report 25 B.5 - Edit CO2 Report 30 B.6 - Schedule a Report 33 B.7 - Export Report Settings 47 B.8 - Delete a Report 49 Top of the Document Page 13 of 101

15 B.1 - Saved Reports Purpose This section describes the page and columns for processing Saved Reports in DHLi. Accessing the Page The DHLi Saved Report page is able to be selected either from: The DHLi Home page or, From any DHLi page by placing the cursor over Report in the top navigation bar and selecting the Saved Reports from the drop down list. In the example below the user is in the DHLi Track module and the cursor hovers over the Report, Saved reports in the top navigation bar. Saved Reports From the Saved Reports option you are able to view saved reports, create new reports, edit save reports, edit saved report schedules, delete reports and run saved reports. Page Fields A number of fields found in Report may be hidden. This is managed through your DHLi Administrator. Should you require the DHLi Report service, please contact your local DHLi Key Account Manager. Page 14 of 101

16 B.1 - Saved Reports, Continued The example below is of the Saved Reports page. Tip: To sort a column into ascending or descending order click on the column header and then the or symbol. Page 15 of 101

17 B.1 - Saved Reports, continued Report Selection Tags The Report Selection Tags display saved shipment reports. My Reports Displays saved reports created by the user. Others Displays saved reports created by other users. Global Displays Global reports. Notes: Both Others and Global reports are able to be modified to fit your own requirements. Global reports must be copied to a user ID before scheduling. Reports display based on the Profile set up of the user. If... Then... The user selects the Global tag There is at least one column available for the particular Report Type (Air / Ocean / US Domestic) that is selected in the user s profile The system checks for all reporting columns available for the user s profile. Then the corresponding Global reports display. Tip: Toggle the report tags to move between My Reports, Others Reports or Global Reports. Reference: B.3 - Report Selection Tags on page 20 Fields The Saved Reports page has the following fields. Field 1 Account Group Description A drop down box from where you are able to select a reporting account group. Note: You are only able to view accounts linked to your profile. 2 Start Date A pop up calendar from where you are able to select a date from which the report is to commence. Alternatively, the date is able to be entered manually using the format DD/MM/YYYY. : 11/02/2013=11 February Page 16 of 101

18 B.1 - Saved Reports, Continued Fields, continued Field Description 3 End Date A pop up calendar from where you are able to select a date to which the report is to finish. Alternatively, the date is able to be entered manually using the format DD/MM/YYYY. : 15/05/2013=15 May Type Displays the type and mode of transport associated with the report. Air shipment Ocean shipment US Domestic DHL Global Forwarding, all types included CO2 Report for Air only CO2 Report for Ocean only CO2 Report for Air and Ocean 5 Name Displays the name of the report. 6 Created By Displays the name of the user who created the report. 7 Creation Displays the date on which the report was created. date 8 to Displays the address to where the report is to be E- mailed. 9 Scheduled Frequency Displays the scheduled frequency set up for the report. The report can be scheduled multiple times a day. The scheduling is independent of ownership and modification. Page 17 of 101

19 B.1 - Saved Reports, Continued Action Buttons The Saved Reports page has the following Action Buttons. Action Description Button Enables you to create a new report. + Enables you to edit a report. + Enables you to edit a report schedule. + Enables you to download an Excel file with all settings of the selected report. + Deletes the selected report. + Runs the selected report and displays the results. +The Edit, Edit Schedule, Export Settings, Delete and Run buttons remain grayed out until a Report is selected. The example below is of the Saved Reports page. In the example a report is selected and as a result the available report options become available. Page 18 of 101

20 B.2 - Reports Longer than 93 Days Purpose The purpose of this topic is to describe the procedure for reports longer than 93 days. Reports Longer than 93 Days The DHL Report is able to be set to provide up to one year of DHL Global Forwarding shipment data. Procedure Follow the steps below to run a report of more than 93 days. Step Action 1 In order to create a report longer than 93 days, you must first create and save a report. Tip: Previously save reports are able to be used. 2 From the Saved Report page: Select the required report Change the Start date and End date to the required dates and click the button. Result: The message Your report will run in the background, so you can continue to use DHLi; once completed you will receive an with the requested report displays. The report runs in the background and is sent to you by E- mail. Notes: The report is sent in a zip file of either.xls or CVS format. The date range on a report is limited to 1 year. If the start date is more than a year prior, an warning message Start date cannot be earlier than 1 year ago will display. Return to: Section B: Saved Reports Page 19 of 101

21 B.3 - Report Selection Tags Purpose This topic describes the Report Selection Tags of the Save Report page. Report Selection Tags In the Saved Reports page there are three Report Selection tags. My Reports Displays saved reports created by the user. Others Displays saved reports created by other users. Global Displays Global reports. Notes: Both Others and Global reports are able to be modified to suit your individual requirements. Global reports must be copied to a user ID before scheduling. Reports display based on the Profile set up of the user. If... Then... The user selects the Global tag There is at least one column available for the particular Report Type (Air / Ocean / US Domestic) that is selected in the user s profile The system checks for all reporting columns available for the user s profile. Then the corresponding Global reports display. Tip: Toggle the report tags to move between My Reports, Others Reports or Global Reports. My Reports The My Reports tag displays all saved reports created you. Page 20 of 101

22 B.3 - Report Selection Tags, Continued The example below is of the My Reports page. The Action buttons only display when a report is selected. Tip: To sort a column into ascending or descending order click on the column header and then the or symbol. Others The Others selection tag displays saved reports created by other users. Others reports section has a similar look to that of My Reports. Note: The original report always remains unchanged in the report creator s Saved Reports page. The example below is of the Others reports page. The Action buttons only display when a report is selected. Tip: To sort a column into ascending or descending order click on the column header and then the or symbol. Page 21 of 101

23 B.3 - Report Selection Tags, continued Global The Global selection tag displays range of standard reports. Global reports section has a similar look to that of My Reports. Notes: For users to schedule a Global Report, the user must copy the report and then schedule it using the Copy Report button. The original report always remains unchanged in the Global reports section The example below is of the Global reports page. The Action buttons only display when a report is selected. Tip: To sort a column into ascending or descending order click on the column header and then the or symbol. Options Both the Others and Global reports section have a similar look to that of My Reports section, but have two extra options:, and Displays the report settings. From here you are able to check whether the report is suitable for use. Copies the report to your My Reports page. You are then able to edit and schedule the report as required. Page 22 of 101

24 B.3 - Report Selection Tags, continued The example below is of the Copy Report pop up window. Fields The Copy Report page contains the following fields. Field 1 Account Group 2 Enter a name for Description A drop down box from where you are able to select a reporting account from an available list. Note: Only Account Groups linked to your profile are listed. A free text box. Enter here a name for the report. Note: The name defaults from the Others page. your Report 3 Created By A free text box. Enter a suitable creator. Note: The Creator defaults from the Others page. Page 23 of 101

25 B.3 - Report Selection Tags, Continued Procedure Follow the steps below to copy a report. Step Action 1 First, check that the report is suitable for use. From the Saved Report page: Open the required selection tag Select a report Click on the button. Result: The selected report displays. Note: In display mode only the and buttons are available for use. 2 Select the button to return to the Others page. 3 Select the report to be copied. 4 Select the button. Result: The Copy Report pop up window displays. 5 Select an Account group from the drop down box. 6 Enter a name for the report in the Enter a name for your Report field. 7 Enter a Created By for your report. 8 Click the button. Result: The report displays in the My Reports page. Note: The original report always remains unchanged in the report creator s saved reports. Return to: Section B: Saved Reports Page 24 of 101

26 B.4 - Edit Report Purpose This topic describes the Edit/Edit Report page in DHLi. When to Use Edit Use the or button to make changes to saved reports. The example below is of the Report results page. In the example the button is highlighted. Editing Reports Both the button in Report Results page and the button in Saved Reports page enable you to modify a specific report. If selected then you are taken to the Edit Report page where you are able to add additional columns on the report or change the filters, and so on. When all changes are made click on either the button or the button. Note: With the exception of the Report Name section, the Edit Report page is a copy of the New Report page and contains all the information previously entered. Reference: C.1 - New Report Page on page 51. Page 25 of 101

27 B.4 - Edit Report, continued The example below is of the Edit Report page. Page 26 of 101

28 B.4 - Edit Report, Continued Existing Reports For reports created prior to the introduction of CO2 reporting, an additional panel, Add CO2 emission information, displays between the Select columns and Filters panels. The example below is of the Edit Report page, with the Add CO2 emission information panel. Page 27 of 101

29 B.4 - Edit Report, continued Procedure Follow the steps below to edit a report. Step Action 1 From top navigation bar select Report, Saved reports 2 Result: The Saved Report page displays. Select the report to be edited and click on the / button. Result: The Edit Report page displays. 3 Make the required changes to the report. Page 28 of 101

30 B.4 - Edit Report, continued Procedure, continued Step Action 4 When the report has been modified you have three options, either: To in which case the changes are saved to the existing report and you are returned to the Saved Reports page, or if the report is to be saved as a new report. Go to step 5, or enables you to view the report prior to saving. Result: You are taken to the Report Result page. 5 To save an existing report as a new report you must change the name of the existing report. To change the name of the existing report follow the steps below: 1. Click on the button. Result: the Report Name pop up window displays. 2. Enter a name for the report in the Enter a name for your Report field. 3. Enter a created by in the Created by field. 4. Select the button. Result: You are returned to the Saved Reports page and a new report is created and displays in the listing with a new name and created by details. Note: The original report remains unchanged. Return to: Section B: Saved Reports Page 29 of 101

31 B.5 - Edit CO2 Report Purpose This topic describes the Edit/Edit Report page for CO2 Reports in DHLi. When to Use Edit Use the or button to make changes to saved CO2 Reports. The example below is of the Report results page. In the example the button is highlighted. Page 30 of 101

32 B.5 - Edit CO2 Report, Continued Editing Reports Both the button in Report Results page and the button in Saved Reports page enable the user to modify a specific report. If selected then the user is taken to the Edit Report page where the user is able to: Access the CO2 emissions calculation disclaimer terms and conditions Add or amend the transportation mode Add or amend the emissions standards included, or Change the report Date Range. When all changes are made click on either the button or the button. Note: With the exception of the Report Name section, the Edit Report page is a copy of the New Report page and contains all the information previously entered. Reference: C.1 - New Report Page on page 51. The example below is of the Edit Report page. Page 31 of 101

33 B.5 - Edit CO2 Report, Continued Procedure Follow the steps below to edit a report. Step Action 1 From top navigation bar select Report, Saved reports 2 Result: The Saved Report page displays. Select the report to be edited and click on the / button. Result: The Edit Report page displays. 3 Make the required changes to the report. 4 When the report has been modified the user has three options, either: To in which case the changes are saved to the existing report and the user is returned to the Saved Reports page, or if the report is to be saved as a new report. Go to step 5, or enables the user to view the report prior to saving. Note: If you want to save the report as a new report, you must first complete the Enter a name for your Report field before you click Save and New. Result: The user is taken to the Report Result page. Return to: Section B: Saved Reports Page 32 of 101

34 B.6 - Schedule a Report Purpose This topic describes the Edit Schedule page. When to Use Schedule a Report You are able to create schedules to automatically create reports. These reports are then either sent by or saved to the Document Repository. The example below is of the Report, Save reports page. Highlighted is the button. Tip: To sort columns into ascending or descending order click on the column header and then the or symbol Page 33 of 101

35 B.6 - Schedule a Report, Continued Page Sections Sections are used to break the Edit Schedule page into segments. Opening a section displays the details in that segment. Closing a section hides the details in that segment. Section Report info Reports sent via s Reports sent to Document Repository Use this section to Details of the report. Displays the Name, Fields Selected, Filters, Sort Order and Mode. Reference: Report info on page 36. Send scheduled report via . Upload reports to the Document Repository. Reference: Reports sent to Document Repository on page 39. File format The name of the report to be attached to the E- mail. Reference: File format on page 40. Report time Schedule reports to print at a designated time. The Report Time enables you to generate up to four reports during the same day. Reference: Report Time on page 41. Frequency of Schedule Date info Schedule reports to print at a designated frequency. Reference: Frequency Of Schedule on page 42 The date format of the scheduled report. Note: The maximum number of days for a scheduled report is 93 days. Reference: Date info on page 43. Page 34 of 101

36 B.6 - Schedule a Report, Continued Action Buttons The Schedule report page contains the following Action Buttons. Action Button Description Expands all the sections. Collapses all expanded sections. Updates the Schedule and saves to the report. If deployed returns you to the previous page. Any unsaved changes are lost. The example below is of the Edit Schedule page. Page 35 of 101

37 B.6 - Schedule a Report, Continued Report info The Report info section displays the criteria entered for the report. The example below is of the Report info section. Fields The Report info section contains the following fields. Field Description 1 Name Displays the name given to the report. 2 Fields Displays the columns selected for the report. Selected 3 Filters Displays the filters set up for the report. 4 Sort Order Displays the columns assigned a sort order. 5 Mode Displays the product mode. Page 36 of 101

38 B.6 - Schedule a Report, Continued Hyperlink in Report When Shipment/Housebill is selected as an included column in the report, the housebill number displays as a hyperlink in the report. When the hyperlink is used, the Public Tracking screen for the selected housebill displays. The hyperlink is available in the Excel and PDF reports, as well as the in reports run from the screen. The example below is of a report where Shipment/Housebill is selected as a displayed column. The housebill number displays as a hyperlink. Page 37 of 101

39 B.6 - Schedule a Report, continued Reports sent via s The Reports sent via s section enable you are able set up addresses that the scheduled report is to be sent. The example below is of the Reports sent via s section. Fields The Reports sent via s section contains the following fields. Field 1 Send scheduled reports via s 2 Addresses 3 Assigned s Description A selection box. Select the box if scheduled reports are to be sent via . A free text box. Enter here the address of the person(s) to receive the schedule report through . Displays the addresses of the person(s) who are to receive the scheduled report through . Action Buttons The Reports sent via s section contains the following Action Buttons. Action Button Description Moves the address from the Addresses field into the Assigned s box. Deletes the selected from the Assigned s box. Page 38 of 101

40 B.6 - Schedule a Report, continued Reports sent to Document Repository Use the Reports sent to Document Repository section to upload scheduled reports automatically to the Document Repository. The example below is of the Reports sent to Document Repository section. The selected repository folder is illustrated by a yellow stripe. Fields The Reports sent to Document Repository section contains the following fields. Field 1 Upload reports to Document repository 2 Report storage 3 Document repository 4 Don t send alerts Description A selection box. When selected you are able to select a folder from the folder tree to where the scheduled report is to be stored. Note: To schedule reports either Reports sent to Document repository and/or Send Scheduled reports via s must be selected. Displays the folder tree to where you are able to send the schedule report. Displays the current folder path. A selection box. When selected then the recipients do not receive alerts when the schedule report is sent to the repository. Page 39 of 101

41 B.6 - Schedule a Report, continued File format In the File format section you are able to select the type of file to be scheduled to be sent. The example below is of the File format section. Fields The File format section contains the following fields. Field Description 1 Attachment Displays the name assigned to the scheduled report. Name 2 Zip A selection box. Select the box if the scheduled report is to be zipped (condensed). 3 Include creation date+ A selection box. Select the Include Creation Date button to include the creation date in the attachment name. 4 Include report range+ 5 Container Level Report A selection box. Select the Include Report Range button to include the report range in the attachment name. Creates a container based report for Ocean Freight shipments. Notes: This checkbox displays for Ocean Freight shipments only. This checkbox will not display if the Container column is not selected for the report. + : Demo Test_20Jun2013_20May Jun2013 Report file attachment name = Demo Test Creation date = 20June2013 Report Range = 20May Jun2013 Note: If the Attachment name is undefined, upon selecting the button, a default name is assigned to the attached file. Page 40 of 101

42 B.6 - Schedule a Report, continued Report Time In the Report Time section you are able to define four timepoints. The Report Time enables you to generate up to four reports during the same day. The example below is of the Report Time section. In the example the user has selected to run the scheduled report at 4 hourly intervals during the day. Fields The Report Time section has the following fields. Function Description 1 Time GMT Reflects the time difference relative to GMT; : GMT-5:00. Note: The Report time, Time in GMT - is defined in local time, defined on the user s User Settings page. 2 Report Times Drop down selection boxes. Enables you to select when the report is to be sent in a day. Report Time Selection The drop down selection boxes display time options in half hour progression from 00:00 until 23:30. The time in the first field is defined by default at 00:00. There is no option to select an undefined report time in this field. The remaining three fields display the default option. indicates that no report is to be generated. If a time is entered in these fields then additional reports are generated at the specified time. Page 41 of 101

43 B.6 - Schedule a Report, continued Frequency Of Schedule In the Frequency Of Schedule section you are able to select the timing of when the report schedule is sent by . The example below is of the Frequency Of Schedule section. Fields The Frequency Of Schedule contains the following fields. Field Description 1 Not Scheduled A selection button. Indicates that the report is not to be scheduled. Selected is the default. 2 Daily A selection button. Select Daily if the report is to be scheduled for daily transmission. 3 Weekly (Select Days) Selection buttons. Select the day or days of the week the report is to be scheduled for transmission. 4 Monthly Select the Day of the month End of Month Selection buttons. Select either: A day of the month from the drop down box, or End of Month for the report to be scheduled to be transmitted at the end of each month. 5 Specific Date A selection button. If the scheduled report is to be transmitted on a specific date in the month, then select the button and then a date from the pop up calendar. Page 42 of 101

44 B.6 - Schedule a Report, continued Date info In the Date info section you are able specify the number of days the report is to cover up to a maximum of 93 days. Reference: B.2 - Reports Longer than 93 Days on page 19. The example below is of the Date info section. Fields The Date info section contains the following fields. Field Description 1 Date Format The date format of the scheduled report. 2 Number of days to report back from the day of A drop down box. Sets the number of days from the current date that you require the report to run. The maximum is 93 days. Page 43 of 101

45 B.6 - Schedule a Report, continued Procedure Follow the steps below to schedule a report. Note: To schedule a report the report must first be Saved As a report and display in the Saved Reports page. Step Action 1 From the DHLi home page select Report, Saved reports. Result: The Saved Reports page displays. 2 Select the report to be scheduled. Result: The Edit Schedule action button becomes available. 3 Select the action button. Result: The Edit Schedule page displays. 4 In the Reports sent via s section select the Send scheduled reports via s button. Note: To schedule reports either Send Scheduled reports via s and/or Reports sent to Document repository must be selected. 5 In the addresses field enter the address of the person to whom the scheduled report is to be sent. Page 44 of 101

46 B.6 - Schedule a Report, continued Procedure, continued Step Action 6 Click the button to move the address into the Assigned s box. Enter here the address of the person(s) to receive the schedule report through . Tip: It is possible to enter more than one address at a time by separating the addresses with a comma (,). : joe.bloggs@customer.com, jane.brown@customer.com, john.doe@customer.com and so on. 7 If the scheduled report is to be sent to the Document Repository Select Upload reports to Document repository button and from the folder tree select the folder where the report is to be stored. Note: To schedule reports either Reports sent to Document repository and/or Send Scheduled reports via s must be selected. 8 Select the Don t send alerts button if the address entered is not to receive alerts of reports sent to the document repository. 9 In the File format section: Select Zip, if the attachment is to be zipped. In the Attachment Name field enter a name for the attachment. Include Creation Date, if the creation date is to be added to the attachment name. Include Report Range, if the report range is to be added to the attachment name. 10 In the Report Time section from the drop down selection boxes select the time of day that the report is to be run. Up to four different times in one day are able to be selected. Page 45 of 101

47 B.6 - Schedule a Report, continued Procedure, continued Step Action 11 In the Frequency of Schedule from the selection buttons, select the times the report is to be run. Note: The Not Selected button only changes to selected when either Daily, Weekly, Monthly or Specific Date is selected. 12 From the Date info section select: Date format Number of days to report back from the day of . Note: A maximum of 93 days is able to be selected. 13 When all data is entered select the button. Result: The modified data is saved, you are returned to the Saved Reports page and the selected report displays the Scheduled Frequency and address(es). Note: The schedule is able to be modified at any time from the Saved Report page button (step 3). Page 46 of 101

48 B.7 - Export Report Settings Purpose The purpose of this topic is to describe exporting report settings. Export Settings Report When the button is used on the Report, Saved Reports page, in the My Reports, Others and Global tags, an Excel file is exported with all settings of the selected report. Note: The report contains only the columns that are visible to the user. The example below is of the Report, Saved reports page,for the My Reports tag. Highlighted is the button. Note: The Export Settings button displays on the Others and Global tags too. Tip: To sort a column into ascending or descending order click on the column header and then the or symbol Page 47 of 101

49 B.7 - Export Report Settings, Continued Procedure Follow the steps below to delete a report from the listing Step Action 1 In the Report, Save Reports page, highlight the report you want to view the report settings. Results: The button becomes available for use. Hint: The Export Settings button is available in the My Reports, Others or Global tags. 2 Click on the button. Result: The File download popup displays. 3 From the File Download pop up window either select to Open or Save the report. If... Then... the Open button the report opens in the selected as a Excel file. is selected the Save button is selected : Below is an example of the Excel file. a browser window opens and the you have the option to save the file to a local drive. Top of the Document Page 48 of 101

50 B.8 - Delete a Report Purpose The purpose of this topic is to describe deleting a report. The example below is of the Report, Save reports page. Highlighted is the button. Tip: To sort a column into ascending or descending order click on the column header and then the or symbol. Procedure Follow the steps below to delete a report from the listing. Step Action 1 In the Report, Save Reports page highlight the report that is no longer required. Results: The button becomes available for use. 2 Click on the button. Result: The Delete Confirmation pop up page displays. 3 Click on the button. Result: You are returned to the Saved Reports page and the report is removed from the listing. Note: You are only able to delete reports from the My Reports listing. Return to: Section B: Saved Reports Top of the Document Page 49 of 101

51 Section C: New Report Overview Purpose This section describes the New Report page and columns for creating shipment reports in DHLi. Contents The table below lists the sections in this document. Topic See Page C.1 - New Report 51 C.2 - Report Details 56 C.3 - Select Columns 57 C.4 - Filters 61 C.5 - Select Sort Order 64 C.6 - Select a Date Range 65 C.7 - How to Create a Report 66 Top of the Document Page 50 of 101

52 C.1 - New Report Page Purpose This topic describes the New Report page. Accessing the Page New Report The DHLi New Report page is able to be selected either from: any DHLi page by placing the cursor over Report in the top navigation ribbon and selecting the New Report from the drop down list, or the Saved Reports page select From the New Report option you are able to create a new report, run and save the report. Field Display A number of fields found in Report may be hidden. This is managed through your DHLi Administrator. Should you require the DHLi Report service, please contact your local DHLi Key Account Manager. Page 51 of 101

53 C.1 - New Report Page, Continued The example below is of the initial New Report page. Use this page to select the account group and report type. Note: The report type CO2 Emission Report will only display if your profile or domain is set up to allow CO2 reporting. Page 52 of 101

54 C.1 - New Report Page, Continued The example below is of the full New Report page. Page 53 of 101

55 C.1 - New Report Page, continued Parts of the New Report Page The New Report page contains five sections. Sections are used to break the New Report page into segments. Opening a section displays the details in that segment. Closing a section hides the details in that segment. Section Report Details Select Columns Create Customs Transit Times Filters Select Sort Order Select Date Range Use this section to. Define the Account Group, and the Type of report to run. Reference: C.2 - Report Details on page 56 Manage the columns to be included in the report. Reference: C.3 - Select Columns on page 57 The Custom Transit Times section has two functions: o Create additional columns to calculate transit times between two timestamps or events, and o Create custom transit times using benchmarks Exception Reporting. Reference: Create Custom Transit Times on page 58 Set up filters to report on specific shipments. Reference: C.4 - Filters on page 61. Determine the order, ascending or descending, in which the report results display for a selected column. Reference: C.5 - Select Sort Order on page 64 Determine the timeframe you require for the report. Reference: C.6 - Select a Date Range on page 65 Page 54 of 101

56 C.1 - New Report Page, continued Action Buttons The New Report page has the following Action buttons. Action Button Expands all sections. Collapses all sections. Description Enables you to edit the account group and report type. Takes you to the next page in the process. Note: This option is only visible on initial entrance to the page. Saves all the changes made. Runs the report and displays the results. If selected returns you to the previous page. Any unsaved changes are lost. Moves the selected column from the Available columns box to the Chosen Columns box. Moves the selected column from the Chosen Columns box back to the Available Columns box. Moves the selected column up the Chosen Columns list. Moves the selected column down the Chosen Columns list. Adds a further line to the section. Expands the selected section. Collapses the selected section. A pop up calendar. Return to: Section C: New Report Page 55 of 101

57 C.2 - Report Details Purpose The purpose of this topic is to describe the Report Details section of the New Report page. Report Details The Report Details section defines the Account Group, and the Type of report to run. The example below is of the Report Details section of the New Report page. There are two pages to this section. When the Next button is deployed the page expands to display all five sections. Fields The Report Details section contains the following fields. Field 1 Account Group Description A drop down box from where you are able to select a reporting account from an available list. Note: Only Account Groups linked to your profile are listed. 2 Report Type Selection buttons that enable you to select the type of report to be created. Page 56 of 101

58 C.3 - Select Columns Purpose The purpose of this topic is to describe the Select Columns section of the New Report page. Select Columns In the Select columns section you are able to manage the columns to be included in the report. The example below is of the Select columns section. Fields The Select Columns section contains the following fields/ function. Field/ Function 1 Available Columns 2 Chosen Columns 3 Create Custom Transit Times Description A selection box. The columns selection box is populated according to the checked product. Displays the columns selected. The button enables you to create additional columns to calculate transit times between two timestamps or events. Page 57 of 101

59 C.3 - Select Columns, continued Create Custom Transit Times In the Create Custom Transit Times section, you are able to create reports showing the times between different timestamps. The Custom Transit Times has two functions: Custom Transit times, and Custom Transit times using Benchmarks Exception Reporting. Exception Reporting is the difference between benchmark value and actual transit time. Exception Reporting is switched on at the Domain level. Should you require this service, please contact your DHLi Key Account Manager. Note: Create Custom Transit Times is an optional service. The example below is of the Custom Transit Times page. In the example the Custom Transit Timestamp is moved to the Chosen Columns box. Page 58 of 101

60 C.3 - Select Columns, continued Fields The Custom Transit Time page contains the following fields/function. Fields/ Function 1 Timestamp 1 (from Event) 2 Timestamp 2 (to Event) Description In the Timestamp 1 option you are able to select the criteria required from a drop down box that lists all available from timestamps. In the Timestamp 2 option you are able to select the criteria required from a drop down box that lists all available to timestamps. 3 Name A free text box that enables you to enter a customized name (up to a maximum of 50 characters) for the timestamp. 4 Exception A selection box. If selected then this box enables you to create Customs Transit times using Benchmarks Exception Reporting. Exception Reporting is the difference between the benchmark value and the actual transit time. Note: This facility is only available if switched on at domain level. Otherwise it is grayed out and is not necessary for Customs Transit Times. If you require this service please contact your DHLi Key Account Manager. 5 Unit of Time Selection boxes. By selecting a UOT you are able to further enhance the customized timestamp to suit their requirements. Business Days: Calculates the number of Business Days by subtracting the Time Stamp 2 from Time Stamp 1. This is the default setting. Note: Local holidays, national holidays and weekends are not calculated as business days. Calendar Days: Calculates the number of Calendar Days by subtracting the selected Time Stamp 2 from Time Stamp 1. Note: Local holidays, national holidays and weekends are included in this calculation. Page 59 of 101

61 C.3 - Select Columns, Continued Fields, continued Fields/ Description Function 6 Adds the newly create Custom Transit Time to the Chosen Columns box and refreshes the screen. If the Exception button is selected, then the following columns are added: A new custom transit time Custom transit time against the benchmark. This is prefixed with EXC_. Return to: Section C: New Report Page 60 of 101

62 C.4 - Filters Purpose The purpose of this topic is to describe the Filters section of the New Report page. Filters In the Filters section you are able to set up filters to report on specific shipments. The example below is of the Filters section. Page 61 of 101

63 C.4 - Filters, continued Fields The Filters section contains the following fields. Field Description 1 Column A drop down list. Displays the columns included for the report. 2 Condition A drop down list. Displays the conditions to which the value is to be gauged. Available choices include: = <> > >= < <= begins with ends with is blank is not blank is in is not in - days + days Note: The options available depend on the column type being filtered, not all options are on permanent display. 3 Value A free text box. Enter here the value to which the conditions are to be measured. 4 AND/OR Selection buttons. Enables you to set up search criteria to follow either an AND logic or an OR logic. Page 62 of 101

64 C.4 - Filters, continued How the Filters Work An example of how the filters work is given below: shipments Housebill Origin Terminal Code Product Code YYY ABC XXX ABC XXX ABC YYY C ZZZ AB If you select: Filter 1: Housebill = OR Filter 2: Origin Terminal Code = XXX AND Filter 3: Product Code = ABC Then the result is: Housebill Origin Terminal Code Product Code YYY ABC XXX ABC XXX ABC Return to: Section C: New Report Page 63 of 101

65 C.5 - Select Sort Order Purpose The purpose of this topic is to describe the Select Sort Order section of the New Report page. Select Sort Order In the Select sort order section you are able to determine the order, ascending or descending, in which the report results display for a selected column. In the example below of the Select sort order section, the Sort order columns drop down list displays the available columns. Fields The Select Sort Order section contains the following fields. Function Description 1 Sort order columns A drop down list. Displays the columns included for the report. 2 Ascending A selection box. When selected arranges the report results in ascending order, that is lowest to highest. 3 Descending A selection box. When selected arranges the report results in descending order, that is highest to lowest. Page 64 of 101

66 C.6 - Select a Date Range Purpose The purpose of this topic is to describe the Select a Date Range section of the New Report page. Select a Date Range The Select a Date Range section determines the timeframe that you require for the report. Note: The date range on a report is limited to 1 year. If the start date is more than a year prior, an warning message Start date cannot be earlier than 1 year ago will display. The example below is of the open calendar window. Fields The Select Date Range section contains the following fields. Fields Start/ End Date Description A pop up selection calendar. Select a start and end range for the report. Return to: Section C: New Report Page 65 of 101

67 C.7 - How to Create a Report Purpose This topic describes the procedure for creating a report. Procedure Follow the steps below to create a report. Step Action 1 From either: the top navigation bar select Report, New Report, or from the Saved Reports page select Create New Report, or click on Report in the landing page and then click on Create New Report from the Saved Report page. Result: The New Report page displays. 2 In the Report Details section, select the Account Group, and a Report Type 3 In the Select Columns section select required columns from the Available Columns list and using the to the Chosen Columns box. button move the column(s) Tip: Use the and buttons to move columns between the boxes and the up and down arrows to arrange the order of the columns in the report. 4 If required, click Create Custom Transit Times to create customized timestamps to measure transit times in the report. If Create Custom Transit Times is not required go to step Select the Timestamp 1 (From Event) from the drop down list. 2. Select the Timestamp 2 (To Event) from the drop down list. 3. Enter a name of the column to appear in the report, 4. Select the Exception box to include exceptions in the report. Only available is Domain setting is switched on. 5. Select a Unit of Time for the timestamps to reflect. Options available are: Business Days, Calendar Days, or Hours. 6. Select the Add button to add another set of timestamps to the report, or click Add to Chosen Columns to save the timestamps selected. Page 66 of 101

68 C.7 - How to Create a Report, continued Procedure, continued Step Action 5 Create any filters. 1. Select the column to use for the filter. Note: You are only able to select columns included within the report. 2. Select the report criteria used. : You can include records that begin with the selected word. Available options are: = <> > >= < <= begins with ends with is blank is not blank is in is not in -days +days Note: The options available depend on the column type being filtered, not all options are on permanent display. 3. Enter the information for filtering. Notes: You may not enter multiple values in one field. If entering a date, then use only the date format shown to the right of the field. 4. If using multiple filters, then indicate if the search should include the previous filter and the additional filter, or if the filter should search for the previous filter or the additional filter. 6 Select the sort order. From the Select sort order drop down box, select the required column and then select either the Ascending or Descending button. Select the Add button to enter additional sorts. 7 Select a date range. Either enter a date manually or select a date from the pop up calendar. Note: The date range on a report is limited to 1 year. If the start date is more than a year prior, an warning message Start date cannot be earlier than 1 year ago will display. Page 67 of 101

69 C.7 - How to Create a Report, continued Procedure, continued Step Action 8 When all the information has been entered select the button to process the report. Note: A report must be run before it can be saved into the Saved Reports page. Result: The Report result page displays. Reference: Section E: Report Results on page Check the run report and if necessary edit the report by clicking on the button. Result: You are taken to the Edit Report page. This page is an exact copy of the Create New Report page and contains the same information as previously entered. You are able to run and edit the report as often as required. 10 When the report format meets requirements you have the option to either: Result the Save Report page displays. Result the Export Report page displays. Result the Report page displays Result the File Download pop up window displays. Reference: Section E: Report Results on page 79 for guidelines on how to use these buttons. Note: If only an ad hoc report is required, then it is not necessary to save the report. Return to: Section C: New Report Top of the Document Page 68 of 101

70 Section D: New CO2 Report Overview Purpose This section describes the New CO2 Report page and columns for creating shipment reports in DHLi. Contents The table below lists the sections in this document. Topic See Page D.1 New CO2 Report Page 70 D.2 - Report Details 73 D.3 Selection Criteria 74 D.4 Select a Date Range 76 D.5 - How to Create a New CO2 Report 77 Page 69 of 101

71 D.1 New CO2 Report Page Purpose This topic describes the New CO2 Report page. Accessing the Page New Report The DHLi New CO2 Report page is able to be selected either from: any DHLi page by placing the cursor over Report in the top navigation ribbon and selecting the New Report from the drop down list, or the Saved Reports page select From the New CO2 Report option the user is able to create a new CO2 report, run and save the report. CO2 Report Access The New CO2 Report is only available if the user profile or domain is set up to allow for creation of CO2 reports. The example below is of the initial New Report page. Use this page to select the account group and report type. Reference: C.2 - Report Details on page 56 Page 70 of 101

72 D.1 New CO2 Report Page, Continued The example below is of the full New CO2 Report page. Parts of the New Report Page The New Report page contains five sections. Sections are used to break the New Report page into segments. Opening a section displays the details in that segment. Closing a section hides the details in that segment. Section Report Details Selection Criteria Select a Date Range Use this section to Define the Account Group, and the Type of report to run. Reference: D.2 - Report Details on page 73 Select the transportation mode, and the CO2 emission standards to apply. Reference: D.3 Selection Criteria on page 74 Determine the timeframe the user requires for the report. Reference: D.4 Select a Date Range on page 76 Page 71 of 101

73 D.1 New CO2 Report Page, Continued Action Buttons The New CO2 Report page has the following Action buttons. Action Button Description Expands all sections. Collapses all sections. Enables the user to edit the account group and report type. Takes the user to the next page in the process. Note: This option is only visible on initial entrance to the page. Saves all the changes made. Runs the report and displays the results. If selected returns the user to the previous page. Any unsaved changes are lost. Expands the selected section. Collapses the selected section. A pop up calendar. Return to: Section D: New CO2 Report Page 72 of 101

74 D.2 - Report Details Purpose The purpose of this topic is to describe the Report Details section of the New CO2 Report page. Report Details The Report Details section defines the Account Group, and the Type of report to run. The example below is of the Report Details section of the New Report page. There are two pages to this section. When the Next button is deployed the page expands to display all five sections. Fields The Report Details section contains the following fields. Field Description 1 Account Group A drop down box from where the user is able to select a reporting account from an available list. Note: Only Account Groups linked to the user s profile are listed. 2 Report Type Selection buttons that enable the user to select the type of report to be created. 3 CO2 Report Disclaimer Terms and Conditions A link to the CO2 Report disclaimer and terms and conditions. Return to: Section D: New CO2 Report Page 73 of 101

75 D.3 Selection Criteria Purpose The purpose of this topic is to describe the Selection Criteria section of the New CO2 Report page. Selection Criteria In the Selection Criteria section the user is able to manage the columns to be included in the report. Transportat ion Mode Selection You must select at least 1 transporation mode for your report. If you do not select a transportation mode, an error message will display. CO2 Equilavent Emission Selection You must select at least 1 CO2 Equilavent Emission standard for your report. If you do not select a transportation mode, an error message will display. The example below is of the Select columns section. Page 74 of 101

76 D.3 Selection Criteria, Continued Fields The Select Columns section contains the following fields/ function. Field 1 Transportation Mode 2 CO2 Equivalent Emissions Description Select the transportation mode to include in the CO2 Report. Note: CO2 Reporting is only available for Air, Ocean or both. CO2 Reporting is not available for US Domestic shipments. Select the CO2 emission standard to apply for the report columns. Note: If both standards are selected, columns for each will display in the report. Return to: Section D: New CO2 Report Page 75 of 101

77 D.4 Select a Date Range Purpose The purpose of this topic is to describe the Select a Date Range section of the New CO2 Report page. Select a Date Range The Select a Date Range section determines the timeframe the user requires for the report. Note: The date range on a report is limited to 1 year. If the start date is more than a year prior, an warning message Start date cannot be earlier than 1 year ago will display. The example below is of the open calendar window. Fields The Select Date Range section contains the following fields. Fields Start/ End Date Description A pop up selection calendar. Select a start and end range for the report. Return to: Section D: New CO2 Report Page 76 of 101

78 D.5 - How to Create a New CO2 Report Purpose This topic describes the procedure for creating a CO2 report. Procedure Follow the steps below to create a CO2 report. Step Action 1 From either: the top navigation bar select Report, New Report, or from the Saved Reports page select Create New Report, or click on Report in the landing page and then click on Create New Report from the Saved Report page. Result: The New Report page displays. 2 In the Report Details section, select the Account Group, and a Report Type CO2 Emission Report. 3 In the Selection Criteria section: Select the Transportation Mode, and Select the CO2 Equilavent Emission standards you want to include in the report. Note: You must select at least 1 transportation mode and 1 CO2 Emission standard or an error message will display. 4 Select a date range. Either enter a date manually or select a date from the pop up calendar. Note: The date range on a report is limited to 1 year. If the start date is more than a year prior, an warning message Start date cannot be earlier than 1 year ago will display. 5 When all the information has been entered select the button to process the report. Note: A report must be run before it can be saved into the Saved Reports page. Result: The Report result page displays. Reference: Section E: Report Results on page 79 6 Check the run report and if necessary edit the report by clicking on the button. Result: The user is taken to the Edit Report page. This page is an exact copy of the Create New Report page and contains the same information as previously entered. The user is able to run and edit the report as often as required. Page 77 of 101

79 D.5 - How to Create a New CO2 Report, Continued Procedure, continued Step Action 7 When the report format meets requirements the user has the option to either: Result the Save Report page displays. Result the Export Report page displays. Result the Report page displays Result the File Download pop up window displays. Reference: Section E: Report Results on page 79 for guidelines on how to use these buttons. Note: If only an ad hoc report is required, then it is not necessary to save the report. Return to: Section D: New CO2 Report Top of the Document Page 78 of 101

80 Section E: Report Results Overview Purpose The purpose of this section is to describe the Report Results page. Contents The table below lists the topics in this section. Topic See Page E.1 - Report Results Page 80 E.2 - Save as New 82 E.3 - Edit Report 84 E.4 - Export Report 85 E.5 - Report 88 E.6 - Print 90 Field Display A number of fields found in Report Results may be hidden. This is managed through your DHLi Administrator. Should you require the DHLi Report Results service, please contact your local DHLi Key Account Manager. Page 79 of 101

81 E.1 - Report Results Page Purpose The purpose of this topic is to describe the Report Results page. Accessing the Page The Report Results Page is accessed when the report has been run. The example below is of the Report results page. Fields The Report Results page contains the following fields. Field Description 1 Account Displays your reporting account group. Group 2 Period Displays the date range selected for the report 3 Report The report result displaying the columns selected. Columns 4 Shipments Displays the number of shipments contained in the report. Page 80 of 101

82 E.1 - Report Results Page, continued Action Buttons Action Button Page Selectors The Report Results page contains the following Action Buttons. Description Enables you to move easily between the report pages. Displays the number of pages that contain shipment records. Displays the page numbers Tip: Select the page number to toggle between pages. Takes you to the first page. Options Takes you to the last page. Takes you to the previous page. Takes you to the next page. Five options for you to select when the report has been run. The options are: Return to: Section E: Report Results Page 81 of 101

83 E.2 - Save as New Purpose The purpose of this topic is to describe the option on the Report Results page and the Edit Report page. The option allows you to save the template (not the report dump), so that the report is able to be re-run at any time. The example below is of the Save Report pop up page. Page 82 of 101

84 E.2 - Save as New, continued Procedure Follow the steps below to save a report. Step Action 1 From the Report results page click on the button. Result: The Save Report pop up window displays. 2 From the Save Report pop up window enter: a name for your report in the field provided. the name of the creator of the report in the field provided. 3 Click on the button to save the report. Result: The report displays in the Saved Reports page. Note: The button, if selected, returns you to the Report Results page. All unsaved changes are lost. Return to: Section E: Report Results Page 83 of 101

85 E.3 - Edit Report Purpose The purpose of this topic is to describe the / options in the Saved Reports and Report results pages. Edit Report The / options allow you to edit a specific report. If selected then you are taken to the Edit Report page where you are able to add additional columns on the report or change the filters, and so on. When all changes are made click on either, or. Note: The Edit Report page is a copy of the Create Report page and contains all the information previously entered. Reference: B.4 - Edit Report on page 25 Return to: Section E: Report Results Page 84 of 101

86 E.4 - Export Report Purpose The purpose of this topic is to describe the option on the Report Results page. Export Report The option enables you to download the report in CSV, Excel, XML or PDF formats. In addition, from this page you are also able to customize the date format (this is the date the report was created) of the reports. The example below is of the Export Report page. Export Report for Ocean Freight When exporting a report for Ocean Freight shipments, a checkbox, Container Level Report, displays on the Export Report. When checked, the layout of the report is container based. Note: If the Container column is not selected in the report, the Container Level Report checkbox will not display. Page 85 of 101

87 E.4 - Export Report, continued The example below is of the Export Report page for Ocean Freight, showing the Container Level Report option. Page 86 of 101

88 E.4 - Export Report, continued How to Export the Report Follow the steps below to export the report. Step Action 1 From the Report results page click on the button. Result: The Export Report page displays. 2 Select a date format. This option adds the current date to the file name. Date formats are: MM/DD/YY :MAY DD/MM/YY : 07MAY13 3 Select the report format. Format options are CSV, Excel, XML or PDF. 4 Click the Export button. Result: The File Download pop up window displays. 5 From the File Download pop up window either select to Open or Save the report. If... Then... the Open button is selected the report opens in the selected format. That is: CSV, XLS, XML or PDF the Save button is selected a browser window opens and the you have the option to save the file to a local drive. Return to: Section E: Report Results Page 87 of 101

89 E.5 - Report Purpose The purpose of this topic is to describe the option on the Report Results page. Report The option enables you to send the report direct by E- mail. The example below is of the ing My Report Data page. Page 88 of 101

90 E.5 - Report, continued How to the Report Follow the steps below to the report. Step Action 1 From the Report results page click on the button. Result: The ing My Report Data page displays. 2 Enter the address of the recipient in the address (To) field. Note: The maximum size of a file is 5MB and/or rows of an Excel spreadsheet. 3 Enter a subject line for the report in the Subject field. 4 In the address (CC) field, enter any additional parties who are to receive copies of the report. 5 In the address (BCC) field, enter any additional parties who are to be blind copied to receive the report. If BCC is used to send s, then the addresses of the BCC recipients does not display in either the To or CC of the sent . 6 Enter a name for the report in the Attachment Name field. At this step you are also able to select to automatically include the Creation date and/or Report range in the report name. Note: The attachment name format is the Attachment Name_Extract Date_Date Range, with an underscore between each item. : Sample Report_12Dec2012_09Sep12-10Dec12 7 Select to include the extract date and/or date range in the report name. 8 Enter any comments to be included in the . 9 Select the date format. This is the date the report was created. 10 Select a format for the report. 11 Indicate if the file should be zipped when sent. Note: The maximum size of a zipped file is 5MB. 12 Click on the button to send the report. Result: The Confirmation page displays. Page 89 of 101

91 E.6 - Print Purpose The purpose of this topic is to describe the option on the Report Results page. Print The option enables you to either print or save the report. The example below is of the File Download pop-up window. Page 90 of 101

92 E.6 - Print, continued How to Print the Report Follow the steps below to print/save the report. Step Action 1 From the Report results page click on the button. Result: The File Download pop-up window displays. 2 From the File Download pop up window either select to Open or Save the report. If... Then... the Open button is selected the report opens in the selected format. That is: CSV, XLS, XML or PDF. You are then able to print the file in the normal way. the Save button is selected a browser window opens and you have the option to save the file to a local drive. Return to: Section E: Report Results Top of the Document Page 91 of 101

93 Section F: Report Settings Overview Purpose This section describes the Report Settings module. Contents Topic See Page F.1 - Report Settings 93 F.2 - Number of Shipments Per Page 95 F.3 - Export Settings 96 F.4 - Settings 97 F.5 - How to Set Defaults 98 Top of the Document Page 92 of 101

94 F.1 - Report Settings Purpose This topic describes where to access the Report Settings module in DHli. When to Use Report Settings Use Report Settings to set defaults for Report. Field Display Some fields found in Report Settings page may be hidden. This is managed through the Profile option found in Manage Companies. Maintenance is completed when setting up a domain. Manage Companies is controlled by the DHLi Administrator and is able to be changed at any time. Accessing Report Settings The DHLi Service settings - Report page is able to be selected as follows: From any DHLi page by placing the cursor over Settings in the top navigation links and selecting Service settings. Result: The Service Settings page displays. The default is the Service settings for Booking page. From the Service settings for Booking page, from the top navigation path select Report. Page 93 of 101

95 F.1 - Report Settings, continued Report Settings In the Report Settings page you are able to define the number of shipments per page, defaults for export settings and account to which the report is to be sent. The example below is of the Service Settings page for Report. Page Sections There are three sections in the New Report page. Sections are used to break the Edit Schedule page into segments. Section Number of shipments per page Export Settings Settings Use this section to Select the number of shipment records to displays on the Report Results page. Reference: F.2 - Number of Shipments Per Page on page 95. Select the default date format, and file format of reports. Reference: F.3 - Export Settings on page 96. Select the default address, file format and date format of reports. Reference: F.4 - Settings on page 97. Return to: Section F: Report Settings Page 94 of 101

96 F.2 - Number of Shipments Per Page Number of shipments per page Enables you to define the number of records to be displayed on the Report Results page. A drop down box enables you to select either 10, 15, 50 or 100 records. The example below is of the Number of shipments per page section. Return to: Section F: Report Settings Page 95 of 101

97 F.3 - Export Settings Export Settings Enables you to define the default date format and file format for export reports. The example below is of the Export Settings section. Fields The Export Settings section contains the following fields. Field Description 1 Date Format Selection boxes. The date format for Exported reports. You are able to choose between either: MM/DD/YY=Month/Day/Year : 05/15/13 (May ) DD/MM/YY=Day/Month/Year : 15/05/13 (15 May 2013) 2 File Format Selection boxes. You are able to select the file format for exported reports. Only one format is able to be selected. Return to: Section F: Report Settings Page 96 of 101

98 F.4 - Settings Settings From the Settings section you are able to define the default Address, File Format and Date for reports sent by . The example below is of the Settings section. Fields The Settings section contains the following fields. Function 1 Settings Description A free text box. You are able to enter here the default E- mail address to be used for sending reports by . The address defaults from the User Settings page. 2 File Format Selection boxes. You are able to select the default file format for reports to be sent by . Only one format is able to be selected. 3 Date Format Selection boxes. The default date format for Exported reports. You are able to choose between either: MM/DD/YY=Month/Day/Year : 05/15/13 (May ) DD/MM/YY=Day/Month/Year : 15/05/13 (15 May 2013) Return to: Section F: Report Settings Page 97 of 101

99 F.5 - How to Set Defaults Purpose This topic describes the procedure for setting defaults for reports. Procedure Follow the steps below to set up defaults for reports. Step Action 1 Either from The navigation ribbon select Report, Report Settings. or, By placing your cursor over Settings in the top navigation ribbon and selecting the Service Settings module and then Report. Result: The Service Settings for Report page displays. 2 From the page sections select the preferred settings from the given options. 3 When all required information has been completed, select the button. Result: The changes are saved. 4 To exit the page, select an option from the top navigation ribbon. Return to: Section F: Report Settings Top of the Document Page 98 of 101