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.

Go to TrackingMore Shipments page

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


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


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


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.




Go to TrackingMore Shipments page

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

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


“All” view cannot be edited, renamed, or deleted. The filters applied to the “All” view can be saved as a new view with no filter and edited, renamed, or deleted.

Rename views

Except for All view, default and custom views can be renamed.
The max characters of renaming is 30.



Go to TrackingMore Shipments page

Select the saved or default view you want to rename

Click the dropdown icon and select Rename view

Edit the view name and hit Save

Delete views

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



Go to TrackingMore Shipments page

Select the saved or default view you want to delete

Click the dropdown icon and select Delete view

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