Previewing and Saving a Selected Shipment Report

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Quantify enables you to preview and save the following types of Shipping reports:

  • Selected Shipment

  • Selected Shipment (Detailed)

  • Selected Shipment with Pricing

The Reports menu in the Shipping tab enables you to save reports in .pdf and Excel formats:

Previewing a Shipping Report

Quantify makes it easy for you to preview a selected Shipment report before printing or saving it, enabling you to verify its contents.

To preview a Shipping report:

  1. Locate and click the appropriate location and click the Shipping tab. 

  2. Click the appropriate Shipment(s), then click the Reports dropdown and select the appropriate Print Preview option:  Selected Shipment, Selected Shipment (Detailed) or Selected Shipment with Pricing.

    Note: To select multiple, consecutive Shipments, press the Shift key and select the first and last Shipments in the series. To select multiple, non-consecutive Shipments, hold down the Ctrl key while selecting each desired shipment.


     
    The Preview dialog appears, displaying a preview of the report.
     

Saving a Selected Shipment Report in PDF or Excel Format

Quantify makes it easy for you to save a selected Shipment report in PDF or Excel format. Quantify saves files into the default location set in the Invoices and Files tab of the My Options dialog.

To save a selected Shipping report:

  1. Locate and click the appropriate location and click the Shipping tab. 

  2. Click the Reports dropdown and select PDF File or Excel File from the Save Selected Shipment(s) sub-menu.

    Note: To select multiple, consecutive Shipments, press the Shift key and select the first and last Shipments in the series. To select multiple, non-consecutive Shipments hold down the Ctrl key while selecting each desired shipment. 

     

Quantify saves the file and launches a Windows Explorer dialog that enables you to locate and launch the document.