Create a Saved Report in TRAX

Create a Saved Report in TRAX

  1. Click Shipment Search on the left menu.

  2. Type or select any search criteria, then click Search. If you want to use a custom template for the results, be sure to select the template in the Sort Options section.

  3. Once you have Results, click the arrow on the Saved Report Options section to expand it.

  4. Type a Report Name.

  5. Click the down arrow in the Visibility field and select Private or Public (others will see this in the Saved Reports module).

  6. Click Add New. The report is added to the Saved Reports module.
    Note: You will need to log out and back in to see the report listed.




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