Generating Custom Shipment Exports (Including Large Datasets)

Need to analyse your shipment history or download data for multiple orders simultaneously? While you can view shipments on your main dashboard, selecting and exporting directly using the tick boxes is generally limited to the shipments displayed per page (often up to 100).


Shiptheory provides two main methods for exporting shipment data, depending on your requirements:

Method A: Creating and Using a Custom CSV Template (Up to 100 Shipments at a Time)

This method allows you to define specific data columns for export and is suitable when selecting up to 100 shipments at a time directly from the main dashboard.

1. Create the CSV Template

  • Define the specific data fields required for your export.
  • Navigate to the Settings icon (cogwheel) in the left-hand navigation menu.
  • Under the 'Advanced' section, select CSV Templates.
  • Click Add New Template.
  • Provide a clear Name for your template.
  • Choose your preferred Delimiter (e.g., comma ,) and Enclosure (e.g., double quote ").
  • Drag and drop the desired data fields (from categories like Recipient Address, Shipment Info, Product Info) into the template structure on the right. The top-to-bottom order determines the column sequence in your CSV file.
  • Click Save.

Creating a CSV Template GIF


2. Export Selected Shipments Using the Template

  • Navigate to your main Shipments dashboard.
  • Use the tick boxes to select the specific shipments you wish to include (up to 100).
  • From the action bar that appears at the top of the shipment list, select Export to CSV.
  • Choose the CSV template you created previously from the dropdown menu.
  • Click Export. A CSV file containing data for the selected shipments will be downloaded.

Method B: Exporting via the Reporting Page (For >100 Shipments / Date Ranges)

Use this method to export comprehensive shipment data, particularly when you need information for more than 100 shipments or need to cover a specific date range. This utilises Shiptheory's built-in reporting tools and generates predefined report structures, not the custom CSV templates from Method A.

Steps:

  • Navigate to the Reporting section in the left-hand navigation menu.
  • Select the desired report type you wish to export (e.g., Courier Breakdown, Shipment Detail Report).
  • In the top right of the report view, select the required Date Range.
  • Click the Export to CSV button. A CSV file containing the report data will be downloaded.

Exporting from Reporting Page GIF

Viewing Your Exported Data

  • Open the downloaded CSV file using spreadsheet software (like Microsoft Excel, Google Sheets, LibreOffice Calc) to view, filter, and analyse your shipment information.

If there is anything here that you're stuck on, please feel free to either give us a call on 0117 403 4313 (UK) +1 (629) 6666726 (US) or contact us here.