Create and Manage Shipment Views
Plans: All plans Platforms: All platforms
AfterShip 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.
In this tutorial, we will show you:
Important considerations
Create new views
Edit views
Rename views
Email views
Delete views
Sort views
Default views
Legacy view
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 except for Legacy view, which is only visible to the creator
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, emailed, 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
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 Shipments in the AfterShip Tracking admin
Go to the All tab, select the filters, edit columns, apply sorting conditions, or run a search to fetch the shipments data you want
a. Click Save view as in the extreme left end or,
b. 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 Save view as 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
Saved views are available to all the members of one organization.
Saved and default views can be edited anytime to update the criteria of the view in case your requirements alter.
Only Admin, Member, and Manager can make changes to the saved and default views
Go to Shipments in the AfterShip Tracking admin
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 Save view as
“All” view cannot be edited, renamed, or deleted. The filters applied to the “All” view can be saved as a new view and edited, renamed, or deleted.
Except for All view, default and custom views can be renamed.
Only Admin, Member, and Manager can rename views
Go to Shipments in the AfterShip Tracking admin
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 view
Plans: Enterprise Platforms: All platforms
AfterShip Tracking’s scheduled view feature can greatly simplify your workflow and enhance your tracking experience. This feature helps you configure view schedules according to your preferred frequency and timing.
You can check the complete tutorial on Scheduling Shipments View Emails here.
Except for All view, default and custom views can be deleted.
Only Admin, Member, and Manager can delete views
Go to Shipments in the AfterShip Tracking admin
Select the saved or default view you want to rename
Click the dropdown icon and select Delete view
Edit the view name and hit Save view
Read the popup banner carefully, and if you are sure, hit Delete view
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.
Before the introduction of creating and editing views, AfterShip Tracking’s shipment dashboard 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
Failed attempt view to sort shipments with status marked as Failed attempt
Expired view to sort shipments with status marked as Expired
Out for delivery view to sort shipments with status marked as Out for delivery
Delivered view to sort shipments with status marked as Delivered
Pending view to sort shipments with status marked as Pending
The legacy view is the view that is saved on your browser in the previous AfterShip Tracking version when there was the option of Save filter.
This view is only limited to the member who saved the review
For the existing users, this view will be saved as the Legacy view
Legacy view can’t be rearranged or emailed
Legacy view can be edited and renamed and saved as a new view to be visible to all the members of the organization
Legacy view can be deleted
For any further questions or help, please contact our chat support team
Overview
AfterShip 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.
.
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
Email views
Delete views
Sort views
Default views
Legacy view
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 except for Legacy view, which is only visible to the creator
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, emailed, 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 Shipments in the AfterShip Tracking admin
Go to the All tab, select the filters, edit columns, apply sorting conditions, or run a search to fetch the shipments data you want
a. Click Save view as in the extreme left end or,
b. 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 Save view as 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
Saved views are available to all the members of one organization.
Edit views
Saved and default views can be edited anytime to update the criteria of the view in case your requirements alter.
Only Admin, Member, and Manager can make changes to the saved and default views
Go to Shipments in the AfterShip Tracking admin
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 Save view as
“All” view cannot be edited, renamed, or deleted. The filters applied to the “All” view can be saved as a new view and edited, renamed, or deleted.
Rename views
Except for All view, default and custom views can be renamed.
Only Admin, Member, and Manager can rename views
Go to Shipments in the AfterShip Tracking admin
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 view
Email views
Plans: Enterprise Platforms: All platforms
AfterShip Tracking’s scheduled view feature can greatly simplify your workflow and enhance your tracking experience. This feature helps you configure view schedules according to your preferred frequency and timing.
You can check the complete tutorial on Scheduling Shipments View Emails here.
Delete views
Except for All view, default and custom views can be deleted.
Only Admin, Member, and Manager can delete views
Go to Shipments in the AfterShip Tracking admin
Select the saved or default view you want to rename
Click the dropdown icon and select Delete view
Edit the view name and hit Save view
Read the popup banner carefully, and if you are sure, hit Delete view
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, AfterShip Tracking’s shipment dashboard 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
Failed attempt view to sort shipments with status marked as Failed attempt
Expired view to sort shipments with status marked as Expired
Out for delivery view to sort shipments with status marked as Out for delivery
Delivered view to sort shipments with status marked as Delivered
Pending view to sort shipments with status marked as Pending
Legacy view
The legacy view is the view that is saved on your browser in the previous AfterShip Tracking version when there was the option of Save filter.
This view is only limited to the member who saved the review
For the existing users, this view will be saved as the Legacy view
Legacy view can’t be rearranged or emailed
Legacy view can be edited and renamed and saved as a new view to be visible to all the members of the organization
Legacy view can be deleted
For any further questions or help, please contact our chat support team
Updated on: 19/12/2023
Thank you!