Download Predefined Reports Directly from Dashboard

You can download pre-defined templates where filters and fields are already configured for you. To use a Quick Template, click on Create New Report

Go to the Quick Templates section.

• Click Use Template on the desired template.

For example, a template such as “RTO Marked Yesterday” might have:

• Shipments created in the last 90 days,

• But marked RTO yesterday as the filters.

In the Fields tab for this template:

• The relevant fields are already selected.

You can:

• Review the selected fields,

• Rearrange the columns if needed.

You can also rename the report template to something more suitable.

Then:

• Generate the report immediately, or

• Schedule it using the same scheduling options as for custom reports.