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How to Generate Financial and Shipment Reports in VESYL

Learn how to quickly generate and download detailed financial and shipment reports in VESYL.

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VESYL’s Analytics & Reporting tools give you deep insights into your shipping operations, helping you track costs, monitor carrier performance, and analyze shipment trends — all in one centralized place.

Generating detailed reports is quick and easy, empowering you to make data-driven decisions and optimize your fulfillment workflow.


Step-by-Step: Generating Reports

  1. Navigate to the Reporting Page
    From your VESYL dashboard, click on the Reporting tab located in the main menu.

  2. Select the Reports Tab
    Within the Reporting page, click on the Reports tab to access report generation options.

  3. Start a New Report
    Click the Generate Report button found at the top-right corner of the screen.

    The reporting tab open and the generate report button highlighted in the top righthand corner
  4. Choose Report Type and Period

    • Select the Report Type that fits your needs (e.g., Financial Summary, Shipment Overview, Carrier Performance).

    • Choose a Report Period — such as last week, month, quarter, or custom date range.

      The generate report pop up with the options for report type and report period

  5. Generate and Download
    Click Generate to start the report process. Once complete, a Download button will appear on the right side. Click to download your report as a CSV or PDF for easy sharing and analysis.

The reporting tab with the download button on the right side highlighted

Why Use VESYL Reports?

  • Financial Reports help you track shipping costs by carrier, service, or order type—supporting budget management and cost reduction strategies.

  • Shipment Reports provide visibility into delivery status, delays, and fulfillment speed, helping identify bottlenecks.

  • Carrier Performance insights allow you to evaluate shipping partners and optimize carrier selection.

  • Customizable Date Ranges let you focus on key business periods, seasonal spikes, or specific campaigns.


Pro Tips for Reporting

  • Schedule regular report generation to monitor ongoing shipping health.

  • Combine financial and shipment data for holistic performance reviews.

  • Export reports and integrate with your accounting or BI tools for deeper analysis.

  • Use the insights to negotiate better carrier rates or adjust shipping strategies.


How Reporting Fits into VESYL’s Shipping Ecosystem

VESYL’s Analytics is tightly integrated with your order and shipment data, allowing seamless tracking across:

  • Order Management: See how order volume impacts costs.

  • Shipping Management: Drill down into shipment statuses and timelines.

  • Efficiency Tools: Measure the impact of operational improvements over time.

Explore more about VESYL’s Analytics and Reporting features on our Analytics & Reporting page.


Summary

  • Access reporting from Reporting > Reports tab.

  • Select your Report Type and Period to generate tailored insights.

  • Download reports instantly for offline review and sharing.

  • Use data to drive smarter shipping decisions and cost savings.

Need help with report customization or integrating reports with other systems? Contact us!

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