Create and Manage Shipment Views

Overview

TrackingMore Tracking’s shipment visibility module allows you to create and save custom views for your shipment records based on certain conditions and criteria to quickly view the important shipment information to your business and manage shipments more efficiently. Additionally, the default views (filters) can be edited and renamed with revised filters to better suit your needs.
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Custom shipments view can include a set of custom filters, sorting criteria, search results, custom columns, and column sequences.

📢 What you’ll learn

In this tutorial, we will show you:

Important considerations
Create new views
Edit views
Rename views
Delete views
Sort views
Default views

Important considerations

• New views (saved views) will appear as a new tab on the topmost filter bar after the default views on the shipment dashboard
• All the views will appear with the same set of filters, columns, and sequence for all the organization members
• Custom (saved) and default views will keep updating automatically as new shipments are added to the record
• Saved and default views can be customized, renamed, and deleted anytime from the shipments dashboard
• Saved filters under a view will change and be applied automatically when you switch views
• Saved custom columns sequence (order) will also change and appear automatically on the dashboard as you switch between views

Create new views

Custom views are created with the filters, sequence (order of column), column choices (show or hide), and sorting criteria. You can also save the search results under a view when you search for specific terms in the search bar.

1. Go to TrackingMore Shipments page

2. Go to the All tab, select the filters, edit columns, apply sorting conditions, or run a search to fetch the shipments data you want
   Click the + Create new view. Select whether you want to save the current view with the applied filters or without them
   

3. Save the view with an easy-to-recognize name and use it later on for easy access without applying the filters again
   

4. The newly saved custom view will automatically appear at the top filter bar
   

5. The saved or default view can be edited with new filters, or you can remove some. Just click + Create new view with no filter or with current filters again to save the existing view with the updated version

• You can select the saved view at any time to view only the orders that match your criteria

• To switch between views, simply click the view you'd like to see

Edit views

Saved and default views can be edited anytime to update the criteria of the view in case your requirements alter.

1. Go to TrackingMore Shipments page

2. Select the saved or default view you want to edit and make the changes as per your requirement

• Search keywords
• Select filters
• Show or hide columns
• Reorder column sequence
• Select the sorting criteria

3. To update the saved or default view with the new changes, click "+"
   

Rename views

Except for All view, default and custom views can be renamed.

1. Go to TrackingMore Shipments page

2. Select the saved or default view you want to rename

3. Click the dropdown icon and select Rename view

4. Edit the view name and hit Save

Delete views

Except for All view, default and custom views can be deleted.

1. Go to TrackingMore Shipments page

2. Select the saved or default view you want to delete

3. Click the dropdown icon and select Delete view

4. Read the popup banner carefully, and if you are sure, hit Delete view; if you regret, hit Cancel

Sort views

The view order on the top bar can be rearranged by simply dragging and dropping the view headers to the order on the tab where you want them.

For the views in the More views tab, click the view to take it to the main bar and then adjust the order as above.

Default views

• Before the introduction of creating and editing views, TrackingMore shipments page featured some default views on the top bar to filter shipment data in a click of a button based on certain statuses, including
• All view to view all the shipments
• Exception view to sort shipments with status marked as Exception
• Undelivered view to sort shipments with status marked as Undelivered
• Expired view to sort shipments with status marked as Expired
• Info received view to sort shipments with status marked as Info received
• Transit view to sort shipments with status marked as Transit
• Pickup view to sort shipments with status marked as Pickup
• Delivered view to sort shipments with status marked as Delivered
• Notfound view to sort shipments with status marked as Notfound
• Pending view to sort shipments with status marked as Pending

For shipment statuses, please refer to this article here.

For any further questions or help, please contact our chat support team or at support@trackingmore.com.

Updated on: 30/05/2024