Click and Drop allows you to download a report that shows information on your despatched orders. Information includes the order number, the channel from where the order was input from, channel reference, despatch date, customer name and tracking number. Our help video will show you how to create a Despatched Order report, or, alternatively, follow the simple steps below.
How do I access the Despatched Orders report?
Log into your Click and Drop account and click on the Reports link.
You will be taken to the 'Despatched orders' report screen.
How do I export the Despatched Orders report?
Simply click on the 'Export to CSV' button for all the data to be uploaded into a CSV file. An example of the report is shown below:
Can I change the columns that I see on the Despatched Orders report?
You can remove columns from the report, but you can't add in other column information.
To remove a column, simply click on the 'Settings' icon in the top right of the report header, as shown below:
You will then see a menu showing the names of the columns available for the report.
A column header with a tick at the side means that that data currently appears in the 'Despatched Orders' screen. To remove that column data, simply click on the column header name to remove the tick, and this will remove that column data from view.
A column header with a dark circle outlined in white indicates that the data does not currently appear in the 'Despatched Orders' screen. To add that column data in, simply click on the column header name so that a tick appears and that column data will now be visible.
Order number is completely greyed out as it is a mandatory field, and therefore cannot be removed from view.
Can I filter the information that I see on the Despatched Orders report?
Yes, you can filter the information by clicking on the 'filter' icon at the side of each column header.
In this example, we are using the Despatch date to filter the report information. To do this, simply click on the filter at the side of the 'Despatch date' column header and you will see that a calendar will appear.
You can choose from the selected options on the left hand side of the calendar or click on a specific date within the calendar itself.
In this example, we've chosen the option of the 'previous month'. You can see that the dates are now highlighted in blue and are shown in the 'filter value' field. Once you are happy with the dates, click on 'apply'
The report now contains the filtered data and you can identify which column has been filtered as the 'filter' icon is yellow.
To remove the filter, click on the 'filter' icon and click on the 'clear' button and the report will return to its original data.