What is the Export Grid:
The Export Grid function provides the user with the ability to extract a data file which contains a snapshot of the data which is contained on that data grid.
The Export Grid can be used under the All, Completed, Active and Pending Consignments Page.
Navigate to Create/Manage and choose either of the consignments option you’d like to export
On the following consignments page, click on the Actions drop down button and click on `Export Grid`.
Note: The following consignment pages have been configured to have different filter options which you can use to export data of your choosing based on the filters.
ALL CONSIGNMENTS:
- Company
- Include Child Companies
- Carrier
- Service: disabled
- Filter by Status
- Filter by Destination State
- Date Range Filter
- Filter by Despatch Date
- Search text bar
COMPLETED CONSIGNMENTS:
- Company
- Include Child Companies
- Carrier
- Service : disabled
- Filter by Destination State
- Date Range Filter
- Filter by Despatch Date
- Search text bar
ACTIVE CONSIGNMENTS:
- Company
- Include Child Companies
- Carrier
- Service : disabled
- Filter by Destination State
- Filter by Date
- Search text bar
PENDING CONSIGNMENTS:
- Company
- Include Child Companies
- Filter by Date
- Search text bar
Ensure the grid contains the data you wish to export. Once clicked, the file will download in a .csv format with a naming convention as Consignments_*date*.csv (for the Active, Completed and All consignments file) and Pending Consignments_*date*.csv (for the Pending Consignments file).
Note: This export is limited to the top 4000 records
The spreadsheet file can now be opened in your preferred program for further analysis and manipulation. The exported file on the Active, Completed and All Consignments, will have the following fields:
- Tracking Status
- Consignment Number
- CarrierConsignmentID
- Company
- Company Account Code
- Customer Reference
- Customer Reference 2
- Pickup
- Delivery
- Service
- Total
- Created Date
- Despatch Date
- ETA
- Completed Date
- Attachment Count
Example:
While the Pending Consignment exported file contains the following fields:
- ID
- CustomerReference
- CustomerReference2
- Company
- CompanyAccountCode
- FromLocationSuburb
- FromLocationPostcode
- FromLocationStateCode
- IsFromLocationMatch – if the From location is set to have an actual match,
output set to ‘TRUE’, if not, then ‘FALSE’
- ToLocationSuburb
- ToLocationPostcode
- ToLocationStateCode
- IsToLocationMatch - if the From location is set to have an actual match,
output set to ‘TRUE’, if not, then ‘FALSE’
- Carrier
- CarrierAbbreviation
- Service
- ServiceAbbreviation
- CarrierAccount
- CarrierAccountAccountCode
- DespatchDate
- ItemCount
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