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Instructions for:

Report

Nov 2016

Interactive

User Manual

DHLi Process Document Number: DHLi-EXT-RP

DHL Interactive Report

User Manual - External

Version: 2.6

Date:Nov 2016

Author(s): DHL Global Forwarding - BPO Core Systems Team

Page 1 of 101 DHL©2016

Interactive

User Manual for Report

Overviews

Purpose This document describes the Report module in DHL Interactive (DHLi).

Scope of this

Document

This document only describes the generic process. It does not provide detailed:

Best practice requirements, or Country/region/station-specific content.

Application Regional Application: This document applies to all regions.

Product Application: This document applies to all core products.

Questions For any question concerning this document, please contact: DHL Internal: Your local or regional Process Standardization

and Operations Support (PSOS). DHL Customers: Your DHLi Key Account Manager.

Benefits/

Advantages

DHLi Report enables you to:

Generate reports of shipments and keep control of the previous 12 month’s shipment history.

Create customized reports.

View online, print, E-mail, or export. Use formats CSV, Excel, XML and PDF.

Schedule regular reports to yourself or others in your organisation.

Important This document remains under the copyright of HDL and is not for redistribution.

Do not alter or duplicate content in this document without written permission of the owner.

Continued on next page




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Overviews, continued

Contents The table below lists the sections in this document.

Topic See Page

Section A: Getting Started 3

Section B: Saved Reports 12

Section C: New Report 50

Section E: Report Results 79

Section F: Report Settings 92

Section G: History of Change 99




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Section A: Getting Started

Overview

Purpose This section gives an introduction to the Report module in DHLi.


Topic See Page

A.1 - Logging on to DHLi 4

A.2 - Helpful Tips 5

A.3 - Where to Access Report 11

A.4 - About Report 12

Top of the Document




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A.1 - Logging on to DHLi

Purpose This topic describes the basic details for logging onto DHL

Interactive (DHLi).

DHLi Website

The DHLi website is accessed using the URL listed below. https://dhli.dhl.com.

Login Details

Details used to log into DHLi, such as user ID and password, are case sensitive.

Minimum

Browser Require-

ments

To use DHLi, you must meet the minimum browser requirements

listed below.

Browser Version

Internet Explorer 8 8.0.6001.18702

Internet Explorer 9 0.0.8112.16421

FireFox 5 5.0

Chrome 18.0.1025.162m

DHLi Login

Page

The example below is of the DHL Interactive (DHLi) Login page.

Return to: Section A: Getting Started

https://dhli.dhl.com/




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A.2 - Helpful Tips

Purpose This topic describes helpful tips used for navigating through

DHLi.

View Changes to DHLi

Each page within the DHLi Report module includes a link to view changes to that module. When you click on the link, a document displays describing the latest changes to the DHLi module.

Example In the example below the link describing the latest change to

Report DHLi module is highlighted.





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A.2 - Helpful Tips, continued

Help Text DHLi has an extensive Help Text. The Help Text symbol is a

question mark . To display Help Text you either:

rest the cursor on the appropriate question mark to display

help text in a hanging box, or

click on the Help Text symbol to open an Information help

text box.

Example In the example below both types of Help Text content, hanging

and information box, display.

Mandatory

Fields

In DHLi a number of fields or sections require completion before

you are able to continue processing. Such mandatory fields and sections are indicated by a red asterisk (*).

Links In DHLi there are a number of items that have link connections. Such links are indicated by a >. When you click on the link you

are taken to another page.





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A.2 - Helpful Tips, Continued

DHLi Help

Desk

The DHLi Help Desk is available to answer questions or offer

assistance as needed. To find contact details for your local DHLi Help Desk, click the: Find Your Helpdesk button on the log in page, or

Place your mouse over Help in the ribbon at the top of the page and select Helpdesk from the drop down list.





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Help Desk

Contact

Details

Use the Find Your Helpdesk page to locate the contact details

for your local help desk.

1. Select your country from the Select Country drop down list,

and

2. Click the Search button.

Result: The contact details display below the Select Country

field.





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FAQ Frequently Asked Questions (FAQ) is a list of commonly asked

questions and answers pertaining to DHLi.

Accessing

FAQ

The DHLi FAQ module is able to be selected from any DHLi page

by clicking Help in the top navigation ribbon and then FAQ.

Example The example below is of the Book, New Shipment page. In the

example the user’s cursor is placed over Help in the top ribbon.





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Example The example below is of the DHLi FAQ page. FAQs are entered

into DHLi by country and are based on the user’s settings. As a

result not only do FAQs relevant to the user’s country display,

but FAQs are also able to be displayed in the user’s preferred

language.

Note: FAQs are entered into the DHLi Portal Administration

module. FAQ Portal Administration is only available to

Superadmin or Helpdesk.





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A.3 - Where to Access Report

Purpose This topic describes where to access the Report module in DHLi.

When to

Use Report

Use Report to create a shipment report.

Page Fields The fields that display within DHLi pages are controlled through profile settings by DHLi Administrators. Depending on your profile settings, various illustrated fields may not display on DHLi

pages.

Accessing Report

The DHLi Report module is able to be selected either from: The DHLi Home page or,

From any DHLi page by placing the cursor over Report in the top navigation ribbon and selecting the required Report module from the drop down list.

Example The example below is of the Book, New Shipment page. In the

example the user’s cursor is placed over Report in the top navigation bar.




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A.4 - About Report

Purpose The purpose of this topic is to describe the process of the DHLi

Report module.

Report To report on shipments using DHLi Report, either:

From the top navigation bar click on Report, or

Click on Report in the DHL home page.

Parts of the Report

Module

The Report module contains three parts. Each part displays in a

drop down list when you place the cursor over Report in the top

navigation bar of any DHLi page. The table below lists each part

and where to find information for each.

Part Use this Section to …

Saved Reports View saved reports, create new reports, edit save

reports, edit saved report schedules, download saved

report set-up, delete reports and run saved reports.

Reference: Section B: Saved Reports on page 13

New Report Create new reports, manage columns to be included in

the report, set up filters, determine the timeframe of the

report.

Reference: Section C: New Report on page 50

Report settings To define the defaults for export settings and E-mail

account to send data.

Reference: Section F: Report Settings on page 92


Top of the Document




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Section B: Saved Reports

Overview

Purpose This section describes the Saved Reports page in the Report module.


Topic See Page

B.1 - Saved Reports 14

B.2 - Reports Longer than 93 Days 19

B.3 - Report Selection Tags 20

B.4 - Edit Report 25

B.5 - Edit CO2 Report 30

B.6 - Schedule a Report 33

B.7 - Export Report Settings 47

B.8 - Delete a Report 49

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B.1 - Saved Reports

Purpose This section describes the page and columns for processing

Saved Reports in DHLi.

Accessing the Page

The DHLi Saved Report page is able to be selected either from: The DHLi Home page or, From any DHLi page by placing the cursor over Report in the

top navigation bar and selecting the Saved Reports from the drop down list.

Example In the example below the user is in the DHLi Track module and

the cursor hovers over the Report, Saved reports in the top navigation bar.

Saved

Reports

From the Saved Reports option you are able to view saved

reports, create new reports, edit save reports, edit saved report schedules, delete reports and run saved reports.

Page Fields A number of fields found in Report may be hidden. This is managed through your DHLi Administrator. Should you require

the DHLi Report service, please contact your local DHLi Key Account Manager.





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B.1 - Saved Reports, Continued

Example The example below is of the Saved Reports page.

Tip: To sort a column into ascending or descending order click on

the column header and then the or symbol.





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B.1 - Saved Reports, continued

Report

Selection Tags

The Report Selection Tags display saved shipment reports.

My Reports – Displays saved reports created by the user. Others – Displays saved reports created by other users.

Global – Displays Global reports. Notes:

Both Others and Global reports are able to be modified to fit your own requirements.

Global reports must be copied to a user ID before scheduling.

Reports display based on the Profile set up of the user.

If ... Then ...

The user selects the Global tag

The system checks for all reporting columns available

for the user’s profile.

There is at least one column

available for the particular Report Type (Air / Ocean /

US Domestic) that is selected in the user’s profile

Then the corresponding

Global reports display.

Tip: Toggle the report tags to move between My Reports,

Others Reports or Global Reports. Reference: B.3 - Report Selection Tags on page 20

Fields The Saved Reports page has the following fields.

Field Description

1 Account Group

A drop down box from where you are able to select a reporting account group.

Note: You are only able to view accounts linked to your profile.

2 Start Date A pop up calendar from where you are able to select a date from which the report is to commence.

Alternatively, the date is able to be entered manually using the format DD/MM/YYYY.

Example: 11/02/2013=11 February 2013.





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Fields,

continued

Field Description

3 End Date A pop up calendar from where you are able to select a

date to which the report is to finish.

Alternatively, the date is able to be entered manually using the format DD/MM/YYYY. Example: 15/05/2013=15 May 2013.

4 Type Displays the type and mode of transport associated with the report.

Air shipment

Ocean shipment

US Domestic

DHL Global Forwarding, all types

included

CO2 Report for Air only

CO2 Report for Ocean only

CO2 Report for Air and Ocean

5 Name Displays the name of the report.

6 Created By Displays the name of the user who created the report.

7 Creation date

Displays the date on which the report was created.

8 Email to Displays the address to where the report is to be E-mailed.

9 Scheduled Frequency

Displays the scheduled frequency set up for the report. The report can be scheduled multiple times a day. The

scheduling is independent of ownership and modification.





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Action

Buttons

The Saved Reports page has the following Action Buttons.

Action Button

Description

Enables you to create a new report.

+ Enables you to edit a report.

+

Enables you to edit a report schedule.

+ Enables you to download an Excel file with all settings of the

selected report.

+ Deletes the selected report.

+ Runs the selected report and displays the results.

+The Edit, Edit Schedule, Export Settings, Delete and Run buttons remain grayed out until a Report is selected.

Example The example below is of the Saved Reports page. In the

example a report is selected and as a result the available report options become available.




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B.2 - Reports Longer than 93 Days

Purpose The purpose of this topic is to describe the procedure for reports

longer than 93 days.

Reports

Longer than

93 Days

The DHL Report is able to be set to provide up to one year of

DHL Global Forwarding shipment data.

Procedure Follow the steps below to run a report of more than 93 days.

Step Action

1 In order to create a report longer than 93 days, you must first

create and save a report.

Tip: Previously save reports are able to be used.

2 From the Saved Report page:

Select the required report Change the Start date and End date to the required dates

and click the button. Result: The message “Your report will run in the background, so you

can continue to use DHLi; once completed you will receive an email with the requested report” displays.

The report runs in the background and is sent to you by E-mail.

Notes:

The report is sent in a zip file of either .xls or CVS format. The date range on a report is limited to 1 year. If the start

date is more than a year prior, an warning message “Start date cannot be earlier than 1 year ago” will display.

Return to: Section B: Saved Reports




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B.3 - Report Selection Tags

Purpose This topic describes the Report Selection Tags of the Save

Report page.

Report Selection Tags

In the Saved Reports page there are three Report Selection tags.

My Reports – Displays saved reports created by the user.

Others – Displays saved reports created by other users. Global – Displays Global reports.

Notes: Both Others and Global reports are able to be modified to suit

your individual requirements.

Global reports must be copied to a user ID before scheduling. Reports display based on the Profile set up of the user.

If ... Then ...

The user selects the Global

tag

The system checks for all

reporting columns available for the user’s profile.

There is at least one column available for the particular Report Type (Air / Ocean /

US Domestic) that is selected in the user’s profile

Then the corresponding Global reports display.

Tip: Toggle the report tags to move between My Reports, Others Reports or Global Reports.

My Reports The My Reports tag displays all saved reports created you.





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B.3 - Report Selection Tags, Continued

Example The example below is of the My Reports page. The Action

buttons only display when a report is selected. Tip: To sort a column into ascending or descending order click on


Others The Others selection tag displays saved reports created by other

users. Others reports section has a similar look to that of My Reports. Note: The original report always remains unchanged in the

report creator’s Saved Reports page.

Example The example below is of the Others reports page. The Action buttons only display when a report is selected.

Tip: To sort a column into ascending or descending order click on






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B.3 - Report Selection Tags, continued

Global The Global selection tag displays range of standard reports.

Global reports section has a similar look to that of My Reports. Notes: For users to schedule a Global Report, the user must copy the

report and then schedule it using the Copy Report button. The original report always remains unchanged in the Global

reports section

Example The example below is of the Global reports page. The Action buttons only display when a report is selected. Tip: To sort a column into ascending or descending order click on


Options Both the Others and Global reports section have a similar look

to that of My Reports section, but have two extra options:

, and

Displays the report settings. From here you are able to check whether the report is suitable for use.

Copies the report to your My Reports page. You are then able

to edit and schedule the report as required.





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B.3 - Report Selection Tags, continued

Example The example below is of the Copy Report pop up window.

Fields The Copy Report page contains the following fields.

Field Description

1 Account Group

A drop down box from where you are able to select a reporting account from an available list. Note: Only Account Groups linked to your profile are

listed.

2 Enter a

name for your Report

A free text box. Enter here a name for the report.

Note: The name defaults from the Others page.

3 Created By A free text box. Enter a suitable creator. Note: The Creator defaults from the Others page.





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B.3 - Report Selection Tags, Continued

Procedure Follow the steps below to copy a report.

Step Action

1 First, check that the report is suitable for use. From the Saved Report page:

Open the required selection tag Select a report Click on the button.

Result: The selected report displays.

Note: In display mode only the and buttons

are available for use.

2 Select the button to return to the Others page.

3 Select the report to be copied.

4 Select the button. Result: The Copy Report pop up window displays.

5 Select an Account group from the drop down box.

6 Enter a name for the report in the Enter a name for your

Report field.

7 Enter a Created By for your report.

8 Click the button.

Result: The report displays in the My Reports page.

Note: The original report always remains unchanged in the report creator’s saved reports.





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B.4 - Edit Report

Purpose This topic describes the Edit/Edit Report page in DHLi.

When to

Use Edit Use the or button to make changes to saved reports.

Example The example below is of the Report results page. In the

example the button is highlighted.

Editing

Reports Both the button in Report Results page and the

button in Saved Reports page enable you to modify a specific

report. If selected then you are taken to the Edit Report page

where you are able to add additional columns on the report or

change the filters, and so on. When all changes are made click

on either the button or the button.

Note: With the exception of the Report Name section, the Edit

Report page is a copy of the New Report page and contains all

the information previously entered.

Reference: C.1 - New Report Page on page 51.





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B.4 - Edit Report, continued

Example The example below is of the Edit Report page.





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B.4 - Edit Report, Continued

Existing

Reports

For reports created prior to the introduction of CO2 reporting, an

additional panel, Add CO2 emission information, displays between the Select columns and Filters panels.

Example The example below is of the Edit Report page, with the Add CO2 emission information panel.





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Procedure Follow the steps below to edit a report.

Step Action

1 From top navigation bar select Report, Saved reports

Result: The Saved Report page displays.

2 Select the report to be edited and click on the / button.

Result: The Edit Report page displays.

3 Make the required changes to the report.





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Procedure,

continued

Step Action

4 When the report has been modified you have three options, either:

To in which case the changes are saved to the existing report and you are returned to the Saved Reports page, or

if the report is to be saved as a new report. Go to step 5, or

enables you to view the report prior to saving. Result: You are taken to the Report Result page.

5 To save an existing report as a new report you must change the name of the existing report. To change the name of the existing report

follow the steps below: 1. Click on the button.

Result: the Report Name pop up window displays.

2. Enter a name for the report in the Enter a name for your Report

field. 3. Enter a created by in the Created by field. 4. Select the button.

Result: You are returned to the Saved Reports page and a new

report is created and displays in the listing with a new name and

created by details.

Note: The original report remains unchanged.





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B.5 - Edit CO2 Report

Purpose This topic describes the Edit/Edit Report page for CO2 Reports

in DHLi.

When to

Use Edit Use the or button to make changes to saved CO2

Reports.

Example The example below is of the Report results page. In the

example the button is highlighted.





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B.5 - Edit CO2 Report, Continued

Editing

Reports Both the button in Report Results page and the

button in Saved Reports page enable the user to modify a

specific report. If selected then the user is taken to the Edit

Report page where the user is able to:

Access the CO2 emissions calculation disclaimer terms and conditions

Add or amend the transportation mode Add or amend the emissions standards included, or

Change the report Date Range.

When all changes are made click on either the button or the button.

Note: With the exception of the Report Name section, the Edit

Report page is a copy of the New Report page and contains all

the information previously entered.

Reference: C.1 - New Report Page on page 51.

Example The example below is of the Edit Report page.





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B.5 - Edit CO2 Report, Continued

Procedure Follow the steps below to edit a report.

Step Action

1 From top navigation bar select Report, Saved reports

Result: The Saved Report page displays.

2 Select the report to be edited and click on the / button.

Result: The Edit Report page displays.

3 Make the required changes to the report.

4 When the report has been modified the user has three options, either:

To in which case the changes are saved to the existing report and the user is returned to the Saved Reports page, or

if the report is to be saved as a new report. Go to step 5, or

enables the user to view the report prior to saving.

Note: If you want to save the report as a new report, you must first complete the Enter a name for your Report field before you click

Save and New. Result: The user is taken to the Report Result page.





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B.6 - Schedule a Report

Purpose This topic describes the Edit Schedule page.

When to Use

Schedule a Report

You are able to create schedules to automatically create reports. These reports are then either sent by E-mail or saved to the

Document Repository.

Example The example below is of the Report, Save reports page.

Highlighted is the button.

Tip: To sort columns into ascending or descending order click on

the column header and then the or symbol





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B.6 - Schedule a Report, Continued

Page

Sections

Sections are used to break the Edit Schedule page into

segments.

Opening a section displays the details in that segment.

Closing a section hides the details in that segment.

Section Use this section to …

Report info Details of the report. Displays the Name, Fields

Selected, Filters, Sort Order and Mode.

Reference: Report info on page 36.

Reports sent via emails Send scheduled report via E-mail.

Reports sent to

Document Repository

Upload reports to the Document Repository.

Reference: Reports sent to Document

Repository on page 39.

File format The name of the report to be attached to the E-

mail.

Reference: File format on page 40.

Report time Schedule reports to print at a designated time.

The Report Time enables you to generate up to

four reports during the same day.

Reference: Report Time on page 41.

Frequency of Schedule

Email

Schedule reports to print at a designated

frequency.

Reference: Frequency Of Schedule Email on

page 42

Date info The date format of the scheduled report.

Note: The maximum number of days for a

scheduled report is 93 days.

Reference: Date info on page 43.





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Action

Buttons

The Schedule report page contains the following Action

Buttons.

Action Button Description

Expands all the sections.

Collapses all expanded sections.

Updates the Schedule and saves to the report.

If deployed returns you to the previous page. Any

unsaved changes are lost.

Example The example below is of the Edit Schedule page.





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Report info The Report info section displays the criteria entered for the

report.

Example The example below is of the Report info section.

Fields The Report info section contains the following fields.

Field Description

1 Name Displays the name given to the report.

2 Fields

Selected

Displays the columns selected for the report.

3 Filters Displays the filters set up for the report.

4 Sort Order Displays the columns assigned a sort order.

5 Mode Displays the product mode.





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Hyperlink in

Report

When Shipment/Housebill is selected as an included column in

the report, the housebill number displays as a hyperlink in the

report. When the hyperlink is used, the Public Tracking screen

for the selected housebill displays.

The hyperlink is available in the Excel and PDF reports, as well as

the in reports run from the screen.

Example The example below is of a report where Shipment/Housebill is

selected as a displayed column. The housebill number displays as

a hyperlink.





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B.6 - Schedule a Report, continued

Reports

sent via

emails

The Reports sent via emails section enable you are able set up

E-mail addresses that the scheduled report is to be sent.

Example The example below is of the Reports sent via emails section.

Fields The Reports sent via emails section contains the following

fields.

Field Description

1 Send

scheduled

reports via

emails

A selection box. Select the box if scheduled reports are

to be sent via E-mail.

2 E-Mail

Addresses

A free text box. Enter here the E-mail address of the

person(s) to receive the schedule report through E-mail.

3 Assigned

Emails

Displays the E-mail addresses of the person(s) who are

to receive the scheduled report through E-mail.

Action

Buttons

The Reports sent via emails section contains the following

Action Buttons.


Moves the E-mail address from the E-mail Addresses field

into the Assigned Emails box.

Deletes the selected E-mail from the Assigned Emails box.





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Reports

sent to Document Repository

Use the Reports sent to Document Repository section to

upload scheduled reports automatically to the Document Repository.

Example The example below is of the Reports sent to Document

Repository section. The selected repository folder is illustrated by a yellow stripe.

Fields The Reports sent to Document Repository section contains the following fields.

Field Description

1 Upload

reports to Document

repository

A selection box. When selected you are able to select a

folder from the folder tree to where the scheduled report is to be stored.

Note: To schedule reports either Reports sent to Document repository and/or Send Scheduled reports via emails must be selected.

2 Report storage

Displays the folder tree to where you are able to send the schedule report.

3 Document repository

Displays the current folder path.

4 Don’t send alerts

A selection box. When selected then the Email recipients do not receive alerts when the schedule report is sent to

the repository.





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File format In the File format section you are able to select the type of file

to be scheduled to be sent.

Example The example below is of the File format section.

Fields The File format section contains the following fields.

Field Description

1 Attachment Name

Displays the name assigned to the scheduled report.

2 Zip A selection box. Select the box if the scheduled report is to be zipped (condensed).

3 Include creation

date+

A selection box. Select the Include Creation Date button to include the creation date in the attachment

name.

4 Include

report range+

A selection box. Select the Include Report Range

button to include the report range in the attachment name.

5 Container Level Report

Creates a container based report for Ocean Freight shipments. Notes:

This checkbox displays for Ocean Freight shipments only.

This checkbox will not display if the Container column is not selected for the report.

+ Example: Demo Test_20Jun2013_20May2013-20Jun2013 Report file attachment name = Demo Test Creation date = 20June2013

Report Range = 20May2013-20Jun2013 Note: If the Attachment name is undefined, upon selecting the E-mail

button, a default name is assigned to the attached file.





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Report Time In the Report Time section you are able to define four time-

points. The Report Time enables you to generate up to four reports during the same day.

Example The example below is of the Report Time section. In the example the user has selected to run the scheduled report at 4

hourly intervals during the day.

Fields The Report Time section has the following fields.

Function Description

1 Time GMT Reflects the time difference relative to GMT; Example: GMT-5:00.

Note: The Report time, Time in GMT - is defined in local time, defined on the user’s User Settings page.”

2 Report Times

Drop down selection boxes. Enables you to select when the report is to be sent in a day.

Report Time

Selection

The drop down selection boxes display time options in half hour

progression from 00:00 until 23:30. The time in the first field is defined by default at 00:00. There

is no option to select an undefined report time in this field.

The remaining three fields display the default option .

indicates that no report is to be generated. If a time is

entered in these fields then additional reports are generated at the specified time.





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Frequency

Of Schedule Email

In the Frequency Of Schedule Email section you are able to

select the timing of when the report schedule is sent by E-mail.

Example The example below is of the Frequency Of Schedule Email section.

Fields The Frequency Of Schedule Email contains the following fields.

Field Description

1 Not

Scheduled

A selection button. Indicates that the report is not to be

scheduled. Selected is the default.

2 Daily A selection button. Select Daily if the report is to be

scheduled for daily transmission.

3 Weekly

(Select Days)

Selection buttons. Select the day or days of the week

the report is to be scheduled for transmission.

4 Monthly Select the

Day of the month End of

Month

Selection buttons. Select either: A day of the month from the drop down box, or

End of Month for the report to be scheduled to be transmitted at the end of each month.

5 Specific Date A selection button. If the scheduled report is to be

transmitted on a specific date in the month, then select the button and then a date from the pop up calendar.





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Date info In the Date info section you are able specify the number of days

the report is to cover up to a maximum of 93 days. Reference: B.2 - Reports Longer than 93 Days on page 19.

Example The example below is of the Date info section.

Fields The Date info section contains the following fields.

Field Description

1 Date Format The date format of the scheduled report.

2 Number of days to

report back from the day

of email

A drop down box. Sets the number of days from the current date that you require the report to run. The

maximum is 93 days.





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Procedure Follow the steps below to schedule a report.

Note: To schedule a report the report must first be Saved As a report and display in the Saved Reports page.

Step Action

1 From the DHLi home page select Report, Saved reports.

Result: The Saved Reports page displays.

2 Select the report to be scheduled.

Result: The Edit Schedule action button becomes available.

3 Select the action button.

Result: The Edit Schedule page displays.

4 In the Reports sent via emails section select the Send scheduled reports via emails button.

Note: To schedule reports either Send Scheduled reports via emails and/or Reports sent to Document repository must be selected.

5 In the E-mail addresses field enter the E-mail address of the person to whom the scheduled report is to be sent.





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Procedure,

continued

Step Action

6 Click the button to move the E-mail address into the Assigned

Emails box. Enter here the E-mail address of the person(s) to receive the schedule

report through E-mail. Tip: It is possible to enter more than one E-mail address at a time by

separating the E-mail addresses with a comma (,). Example: [email protected], [email protected], [email protected] and so on.

7 If the scheduled report is to be sent to the Document Repository Select Upload reports to Document repository button and from the

folder tree select the folder where the report is to be stored. Note: To schedule reports either Reports sent to Document

repository and/or Send Scheduled reports via emails must be selected.

8 Select the Don’t send alerts button if the E-mail address entered is not to receive alerts of reports sent to the document repository.

9 In the File format section: Select Zip, if the attachment is to be zipped. In the Attachment Name field enter a name for the attachment.

Include Creation Date, if the creation date is to be added to the attachment name.

Include Report Range, if the report range is to be added to the attachment name.

10 In the Report Time section from the drop down selection boxes select the time of day that the report is to be run. Up to four different times in one day are able to be selected.


mailto:[email protected]




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Procedure,

continued

Step Action

11 In the Frequency of Schedule Email from the selection buttons,

select the times the report is to be run. Note: The Not Selected button only changes to selected when either

Daily, Weekly, Monthly or Specific Date is selected.

12 From the Date info section select:

Date format Number of days to report back from the day of email. Note: A maximum of 93 days is able to be selected.

13 When all data is entered select the button. Result: The modified data is saved, you are returned to the Saved

Reports page and the selected report displays the Scheduled Frequency and Email address(es).

Note: The schedule is able to be modified at any time from the Saved Report page button (step 3).




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B.7 - Export Report Settings

Purpose The purpose of this topic is to describe exporting report settings.

Export

Settings Report

When the button is used on the Report, Saved Reports

page, in the My Reports, Others and Global tags, an Excel file is exported with all settings of the selected report. Note: The report contains only the columns that are visible to

the user.

Example The example below is of the Report, Saved reports page ,for

the My Reports tag. Highlighted is the button. Note: The Export Settings button displays on the Others and

Global tags too. Tip: To sort a column into ascending or descending order click on

the column header and then the or symbol





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B.7 - Export Report Settings, Continued

Procedure Follow the steps below to delete a report from the listing

Step Action

1 In the Report, Save Reports page, highlight the report you want to view the report settings.

Results: The button becomes available for use. Hint: The Export Settings button is available in the My Reports, Others or Global tags.

2 Click on the button. Result: The File download popup displays.

3 From the File Download pop up window either select to Open or Save the report.

If ... Then ...

the Open button

is selected

the report opens in the selected as a Excel file.

the Save button is

selected

a browser window opens and the you have the

option to save the file to a local drive.

Example: Below is an example of the Excel file.

Top of the Document




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B.8 - Delete a Report

Purpose The purpose of this topic is to describe deleting a report.

Example The example below is of the Report, Save reports page.

Highlighted is the button. Tip: To sort a column into ascending or descending order click on


Procedure Follow the steps below to delete a report from the listing.

Step Action

1 In the Report, Save Reports page highlight the report that is no longer required.

Results: The button becomes available for use.

2 Click on the button. Result: The Delete Confirmation pop up page displays.

3 Click on the button. Result: You are returned to the Saved Reports page and the report is

removed from the listing. Note: You are only able to delete reports from the My Reports listing.


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Section C: New Report

Overview

Purpose This section describes the New Report page and columns for creating shipment reports in DHLi.


Topic See Page

C.1 - New Report 51

C.2 - Report Details 56

C.3 - Select Columns 57

C.4 - Filters 61

C.5 - Select Sort Order 64

C.6 - Select a Date Range 65

C.7 - How to Create a Report 66

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C.1 - New Report Page

Purpose This topic describes the New Report page.

Accessing

the Page

The DHLi New Report page is able to be selected either from:

any DHLi page by placing the cursor over Report in the top navigation ribbon and selecting the New Report from the drop down list, or

the Saved Reports page select

New Report From the New Report option you are able to create a new

report, run and save the report.

Field Display

A number of fields found in Report may be hidden. This is managed through your DHLi Administrator. Should you require the DHLi Report service, please contact your local DHLi Key

Account Manager.





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C.1 - New Report Page, Continued

Example The example below is of the initial New Report page. Use this

page to select the account group and report type. Note: The report type CO2 Emission Report will only display if your profile or domain is set up to allow CO2 reporting.





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C.1 - New Report Page, Continued

Example The example below is of the full New Report page.





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C.1 - New Report Page, continued

Parts of the

New Report Page

The New Report page contains five sections. Sections are used

to break the New Report page into segments. Opening a section displays the details in that segment. Closing a section hides the details in that segment.

Section Use this section to ….

Report Details Define the Account Group, and the Type of report to run.

Reference: C.2 - Report Details on page 56

Select Columns

Create Customs Transit Times

Manage the columns to be included in the report.

Reference: C.3 - Select Columns on page 57 The Custom Transit Times section has two

functions: o Create additional columns to calculate

transit times between two timestamps or

events, and o Create custom transit times using

benchmarks – Exception Reporting. Reference: Create Custom Transit Times on page 58

Filters Set up filters to report on specific shipments. Reference: C.4 - Filters on page 61.

Select Sort Order Determine the order, ascending or descending, in which the report results display for a selected

column. Reference: C.5 - Select Sort Order on page 64

Select Date Range Determine the timeframe you require for the report. Reference: C.6 - Select a Date Range on page 65





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C.1 - New Report Page, continued

Action

Buttons

The New Report page has the following Action buttons.


Expands all sections.

Collapses all sections.

Enables you to edit the account group and report type.

Takes you to the next page in the process. Note: This option is only visible on initial entrance to the page.

Saves all the changes made.

Runs the report and displays the results.

If selected returns you to the previous page. Any unsaved changes are lost.

Moves the selected column from the Available columns box to the Chosen Columns box.

Moves the selected column from the Chosen Columns box back to the Available Columns box.

Moves the selected column up the Chosen Columns list.

Moves the selected column down the Chosen Columns

list.

Adds a further line to the section.

Expands the selected section.

Collapses the selected section.

A pop up calendar.

Return to: Section C: New Report




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C.2 - Report Details

Purpose The purpose of this topic is to describe the Report Details

section of the New Report page.

Report Details

The Report Details section defines the Account Group, and the Type of report to run.

Example The example below is of the Report Details section of the New Report page. There are two pages to this section. When the

Next button is deployed the page expands to display all five sections.

Fields The Report Details section contains the following fields.

Field Description

1 Account Group

A drop down box from where you are able to select a reporting account from an available list.

Note: Only Account Groups linked to your profile are listed.

2 Report Type Selection buttons that enable you to select the type of

report to be created.




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C.3 - Select Columns

Purpose The purpose of this topic is to describe the Select Columns


Select Columns

In the Select columns section you are able to manage the columns to be included in the report.

Example The example below is of the Select columns section.

Fields The Select Columns section contains the following fields/

function.

Field/ Function

Description

1 Available Columns

A selection box. The columns selection box is populated according to the checked product.

2 Chosen Columns

Displays the columns selected.

3 Create Custom Transit

Times

The button enables you to create additional columns to calculate transit times between two

timestamps or events.





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C.3 - Select Columns, continued

Create

Custom Transit Times

In the Create Custom Transit Times section, you are able to

create reports showing the times between different timestamps. The Custom Transit Times has two functions: Custom Transit times, and

Custom Transit times using Benchmarks – Exception Reporting. Exception Reporting is the difference between benchmark

value and actual transit time. Exception Reporting is switched on at the Domain level. Should you require this service, please contact your DHLi Key Account Manager.

Note: Create Custom Transit Times is an optional service.

Example The example below is of the Custom Transit Times page. In the example the Custom Transit Timestamp is moved to the

Chosen Columns box.





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C.3 - Select Columns, continued

Fields The Custom Transit Time page contains the following

fields/function.

Fields/ Function

Description

1 Timestamp 1 (from Event)

In the Timestamp 1 option you are able to select the criteria required from a drop down box that lists all available “from” timestamps.

2 Timestamp 2 (to Event)

In the Timestamp 2 option you are able to select the criteria required from a drop down box that lists all

available “to” timestamps.

3 Name A free text box that enables you to enter a customized

name (up to a maximum of 50 characters) for the timestamp.

4 Exception A selection box. If selected then this box enables you to create Customs Transit times using Benchmarks –

Exception Reporting. Exception Reporting is the difference between the benchmark value and the actual transit time.

Note: This facility is only available if switched on at domain level. Otherwise it is grayed out and is not

necessary for Customs Transit Times. If you require this service please contact your DHLi Key Account Manager.

5 Unit of Time Selection boxes. By selecting a UOT you are able to further enhance the customized timestamp to suit their

requirements. Business Days: Calculates the number of Business

Days by subtracting the Time Stamp 2 from Time Stamp 1. This is the default setting. Note: Local holidays, national holidays and weekends

are not calculated as business days. Calendar Days: Calculates the number of Calendar

Days by subtracting the selected Time Stamp 2 from Time Stamp 1. Note: Local holidays, national holidays and weekends

are included in this calculation.





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C.3 - Select Columns, Continued

Fields, continued

Fields/ Function

Description

6 Adds the newly create Custom Transit Time to the Chosen Columns box and refreshes the screen.

If the Exception button is selected, then the following columns are added:

A new custom transit time Custom transit time against the benchmark. This is

prefixed with EXC_.





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C.4 - Filters

Purpose The purpose of this topic is to describe the Filters section of the

New Report page.

Filters In the Filters section you are able to set up filters to report on specific shipments.

Example The example below is of the Filters section.





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C.4 - Filters, continued

Fields The Filters section contains the following fields.

Field Description

1 Column A drop down list. Displays the columns included for the report.

2 Condition A drop down list. Displays the conditions to which the value is to be gauged.

Available choices include: = <>

> >=

< <= begins with

ends with is blank

is not blank is in is not in

- days + days

Note: The options available depend on the column type being filtered, not all options are on permanent display.

3 Value A free text box. Enter here the value to which the conditions are to be measured.

4 AND/OR Selection buttons. Enables you to set up search criteria to follow either an AND logic or an OR logic.





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C.4 - Filters, continued

How the

Filters Work

An example of how the filters work is given below:

Example shipments

Housebill Origin Terminal Code Product Code

123456 YYY ABC

98765 XXX ABC

25342 XXX ABC

134522 YYY C

194874 ZZZ AB

If you select:

Filter 1: Housebill = 123456 OR Filter 2: Origin Terminal Code = XXX

AND Filter 3: Product Code = ABC

Then the result is: Housebill Origin Terminal Code Product Code

123456 YYY ABC

98765 XXX ABC

25342 XXX ABC





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C.5 - Select Sort Order

Purpose The purpose of this topic is to describe the Select Sort Order


Select Sort Order

In the Select sort order section you are able to determine the order, ascending or descending, in which the report results display for a selected column.

Example In the example below of the Select sort order section, the Sort

order columns drop down list displays the available columns.

Fields The Select Sort Order section contains the following fields.


1 Sort order

columns

A drop down list. Displays the columns included for the

report.

2 Ascending A selection box. When selected arranges the report

results in ascending order, that is lowest to highest.

3 Descending A selection box. When selected arranges the report

results in descending order, that is highest to lowest.




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C.6 - Select a Date Range

Purpose The purpose of this topic is to describe the Select a Date Range


Select a Date Range

The Select a Date Range section determines the timeframe that you require for the report. Note: The date range on a report is limited to 1 year. If the start


Example The example below is of the open calendar window.

Fields The Select Date Range section contains the following fields.

Fields Description

Start/ End Date A pop up selection calendar. Select a start and end

range for the report.





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C.7 - How to Create a Report

Purpose This topic describes the procedure for creating a report.

Procedure Follow the steps below to create a report.

Step Action

1 From either: the top navigation bar select Report, New Report, or

from the Saved Reports page select Create New Report, or click on Report in the landing page and then click on Create New

Report from the Saved Report page.

Result: The New Report page displays.

2 In the Report Details section, select the Account Group, and

a Report Type

3 In the Select Columns section select required columns from the

Available Columns list and using the button move the column(s) to the Chosen Columns box.

Tip: Use the and buttons to move columns between the boxes

and the up and down arrows to arrange the order of the columns in the report.

4 If required, click Create Custom Transit Times to create customized timestamps to measure transit times in the report. If Create Custom Transit Times is not required go to step 5.

1. Select the Timestamp 1 (From Event) from the drop down list. 2. Select the Timestamp 2 (To Event) from the drop down list.

3. Enter a name of the column to appear in the report, 4. Select the Exception box to include exceptions in the report.

Only available is Domain setting is switched on.

5. Select a Unit of Time for the timestamps to reflect. Options available are: Business Days, Calendar Days, or Hours.

6. Select the Add button to add another set of timestamps to

the report, or click Add to Chosen Columns to save the timestamps selected.





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C.7 - How to Create a Report, continued

Procedure, continued

Step Action

5 Create any filters.

1. Select the column to use for the filter. Note: You are only able to select columns included within the report.

2. Select the report criteria used. Example: You can include

records that begin with the selected word. Available options are:

= <> >

>= <

<= begins with

ends with is blank is not blank

is in is not in

-days +days Note: The options available depend on the column type being

filtered, not all options are on permanent display. 3. Enter the information for filtering.

Notes: You may not enter multiple values in one field. If entering a date, then use only the date format shown to

the right of the field. 4. If using multiple filters, then indicate if the search should

include the previous filter and the additional filter, or if the filter should search for the previous filter or the additional filter.

6 Select the sort order. From the Select sort order drop down box, select the required column and then select either the Ascending or

Descending button. Select the Add button to enter additional

sorts.

7 Select a date range. Either enter a date manually or select a date

from the pop up calendar .

Note: The date range on a report is limited to 1 year. If the start date is more than a year prior, an warning message “Start date cannot be

earlier than 1 year ago” will display.





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C.7 - How to Create a Report, continued

Procedure, continued

Step Action

8 When all the information has been entered select the button to

process the report.

Note: A report must be run before it can be saved into the Saved

Reports page.

Result: The Report result page displays. Reference: Section E: Report Results on page 79.

9 Check the run report and if necessary edit the report by clicking on the button.

Result: You are taken to the Edit Report page. This page is an exact copy of the Create New Report page and contains the same

information as previously entered. You are able to run and edit the report as often as required.

10 When the report format meets requirements you have the option to either:

Result the Save Report page displays.

Result the Export Report page displays.

Result the Email Report page displays

Result the File Download pop up window displays. Reference: Section E: Report Results on page 79 for guidelines on

how to use these buttons. Note: If only an ad hoc report is required, then it is not necessary to

save the report.


Top of the Document




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Section D: New CO2 Report

Overview

Purpose This section describes the New CO2 Report page and columns for creating shipment reports in DHLi.


Topic See Page

D.1 – New CO2 Report

D.2 - Report Details 73

D.3 – Selection Criteria 74

D.4 – Select a Date Range 76

D.5 - How to Create a New CO2 Report 77




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D.1 – New CO2 Report Page

Purpose This topic describes the New CO2 Report page.

Accessing

the Page

The DHLi New CO2 Report page is able to be selected either

from: any DHLi page by placing the cursor over Report in the top

navigation ribbon and selecting the New Report from the drop

down list, or

the Saved Reports page select

New Report From the New CO2 Report option the user is able to create a new CO2 report, run and save the report.

CO2 Report Access

The New CO2 Report is only available if the user profile or domain is set up to allow for creation of CO2 reports.

Example The example below is of the initial New Report page. Use this

page to select the account group and report type. Reference: C.2 - Report Details on page 56





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D.1 – New CO2 Report Page, Continued

Example The example below is of the full New CO2 Report page.

Parts of the New Report

Page

The New Report page contains five sections. Sections are used to break the New Report page into segments.

Opening a section displays the details in that segment. Closing a section hides the details in that segment.


Report Details Define the Account Group, and the Type of report to run. Reference: D.2 - Report Details on page 73

Selection Criteria Select the transportation mode, and the CO2 emission standards to apply.

Reference: D.3 – Selection Criteria on page 74

Select a Date Range Determine the timeframe the user requires for the

report. Reference: D.4 – Select a Date Range on page 76





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D.1 – New CO2 Report Page, Continued

Action

Buttons

The New CO2 Report page has the following Action buttons.


Expands all sections.

Collapses all sections.

Enables the user to edit the account group and report

type.

Takes the user to the next page in the process. Note:

This option is only visible on initial entrance to the page.

Saves all the changes made.

Runs the report and displays the results.

If selected returns the user to the previous page. Any unsaved changes are lost.

Expands the selected section.

Collapses the selected section.

A pop up calendar.

Return to: Section D: New CO2 Report




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D.2 - Report Details

Purpose The purpose of this topic is to describe the Report Details section of the New CO2 Report page.

Report Details

The Report Details section defines the Account Group, and the Type of report to run.

Example The example below is of the Report Details section of the New

Report page. There are two pages to this section. When the Next button is deployed the page expands to display all five

sections.

Fields The Report Details section contains the following fields.

Field Description

1 Account Group A drop down box from where the user is able to select a

reporting account from an available list. Note: Only Account Groups linked to the user’s profile

are listed.

2 Report Type Selection buttons that enable the user to select the type of report to be created.

3 CO2 Report Disclaimer

Terms and Conditions

A link to the CO2 Report disclaimer and terms and conditions.





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D.3 – Selection Criteria

Purpose The purpose of this topic is to describe the Selection Criteria

section of the New CO2 Report page.

Selection Criteria

In the Selection Criteria section the user is able to manage the columns to be included in the report.

Transportation Mode

Selection

You must select at least 1 transporation mode for your report. If you do not select a transportation mode, an error message will

display.

CO2 Equilavent

Emission Selection

You must select at least 1 CO2 Equilavent Emission standard for your report. If you do not select a transportation mode, an error

message will display.

Example The example below is of the Select columns section.





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D.3 – Selection Criteria, Continued

Fields The Select Columns section contains the following fields/

function.

Field Description

1 Transportation

Mode

Select the transportation mode to include in the

CO2 Report. Note: CO2 Reporting is only available for Air, Ocean or both. CO2 Reporting is not available for

US Domestic shipments.

2 CO2 Equivalent

Emissions

Select the CO2 emission standard to apply for the

report columns. Note: If both standards are selected, columns for

each will display in the report.





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D.4 – Select a Date Range

Purpose The purpose of this topic is to describe the Select a Date Range

section of the New CO2 Report page.

Select a Date Range

The Select a Date Range section determines the timeframe the user requires for the report. Note: The date range on a report is limited to 1 year. If the start


Example The example below is of the open calendar window.

Fields The Select Date Range section contains the following fields.

Fields Description

Start/ End Date A pop up selection calendar. Select a start and end range for the report.





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D.5 - How to Create a New CO2 Report

Purpose This topic describes the procedure for creating a CO2 report.

Procedure Follow the steps below to create a CO2 report.

Step Action

1 From either: the top navigation bar select Report, New Report, or

from the Saved Reports page select Create New Report, or click on Report in the landing page and then click on Create New

Report from the Saved Report page.

Result: The New Report page displays.

2 In the Report Details section, select the Account Group, and

a Report Type CO2 Emission Report.

3 In the Selection Criteria section:

Select the Transportation Mode, and Select the CO2 Equilavent Emission standards you want to include

in the report. Note: You must select at least 1 transportation mode and 1 CO2 Emission standard or an error message will display.

4 Select a date range. Either enter a date manually or select a date

from the pop up calendar .

Note: The date range on a report is limited to 1 year. If the start date

is more than a year prior, an warning message “Start date cannot be earlier than 1 year ago” will display.

5 When all the information has been entered select the button to

process the report.

Note: A report must be run before it can be saved into the Saved

Reports page.

Result: The Report result page displays.

Reference: Section E: Report Results on page 79

6 Check the run report and if necessary edit the report by clicking on

the button. Result: The user is taken to the Edit Report page. This page is an

exact copy of the Create New Report page and contains the same information as previously entered. The user is able to run and edit the report as often as required.





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D.5 - How to Create a New CO2 Report, Continued

Procedure,

continued

Step Action

7 When the report format meets requirements the user has the option

to either:

Result the Save Report page displays.

Result the Export Report page displays.

Result the Email Report page displays

Result the File Download pop up window displays. Reference: Section E: Report Results on page 79 for guidelines on how to use these buttons.

Note: If only an ad hoc report is required, then it is not necessary to save the report.


Top of the Document




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Section E: Report Results

Overview

Purpose The purpose of this section is to describe the Report Results page.

Contents The table below lists the topics in this section.

Topic See Page

E.1 - Report Results

E.2 - Save as New 82

E.3 - Edit Report 84

E.4 - Export Report 85

E.5 - Email Report 88

E.6 - Print 90

Field Display

A number of fields found in Report Results may be hidden. This is managed through your DHLi Administrator. Should you

require the DHLi Report Results service, please contact your local DHLi Key Account Manager.




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E.1 - Report Results Page

Purpose The purpose of this topic is to describe the Report Results

page.

Accessing the Page

The Report Results Page is accessed when the report has been run.

Example The example below is of the Report results page.

Fields The Report Results page contains the following fields.

Field Description

1 Account Group

Displays your reporting account group.

2 Period Displays the date range selected for the report

3 Report

Columns

The report result displaying the columns selected.

4 Shipments Displays the number of shipments contained in the

report.





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E.1 - Report Results Page, continued

Action

Buttons

The Report Results page contains the following Action Buttons.

Action Button

Description

Page Selectors

Enables you to move easily between the report pages. Displays the number of pages that contain shipment records.

Displays the page numbers. 678910 Tip: Select the page number to toggle between pages.

Takes you to the first page.

Takes you to the last page.

Takes you to the previous page.

Takes you to the next page.

Options Five options for you to select when the report has been run.

The options are:

Return to: Section E: Report Results




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E.2 - Save as New

Purpose The purpose of this topic is to describe the option on

the Report Results page and the Edit Report page.

The option allows you to save the template (not the

report dump), so that the report is able to be re-run at any time.

Example The example below is of the Save Report pop up page.





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Procedure Follow the steps below to save a report.

Step Action

1 From the Report results page click on the button.

Result: The Save Report pop up window displays.

2 From the Save Report pop up window enter: a name for your report in the field provided.

the name of the creator of the report in the field provided.

3 Click on the button to save the report.

Result: The report displays in the Saved Reports page.

Note: The button, if selected, returns you to the Report Results page. All unsaved changes are lost.





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E.3 - Edit Report

Purpose The purpose of this topic is to describe the / options in

the Saved Reports and Report results pages.

Edit Report The / options allow you to edit a specific report. If selected then you are taken to the Edit Report page where you are able to add additional columns on the report or change the

filters, and so on. When all changes are made click on either

, or .

Note: The Edit Report page is a copy of the Create Report page and contains all the information previously entered.

Reference: B.4 - Edit Report on page 25





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E.4 - Export Report

Purpose The purpose of this topic is to describe the option on the

Report Results page.

Export Report

The option enables you to download the report in CSV, Excel, XML or PDF formats. In addition, from this page you are also able to customize the date format (this is the date the report

was created) of the reports.

Example The example below is of the Export Report page.

Export

Report for Ocean Freight

When exporting a report for Ocean Freight shipments, a

checkbox, Container Level Report, displays on the Export Report. When checked, the layout of the report is container based.

Note: If the Container column is not selected in the report, the Container Level Report checkbox will not display.





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E.4 - Export Report, continued

Example The example below is of the Export Report page for Ocean

Freight, showing the Container Level Report option.





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How to

Export the Report

Follow the steps below to export the report.

Step Action


Result: The Export Report page displays.

2 Select a date format. This option adds the current date to the file name. Date formats are:

MM/DD/YY Example:MAY072013 DD/MM/YY Example: 07MAY13

3 Select the report format. Format options are CSV, Excel, XML or PDF.

4 Click the Export button.

Result: The File Download pop up window displays.


If ... Then ...

the Open button is selected the report opens in the selected format. That is: CSV, XLS, XML or PDF

the Save button is selected a browser window opens and the you have the option to save the

file to a local drive.





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E.5 - Email Report

Purpose The purpose of this topic is to describe the option on the

Report Results page.

Email Report

The option enables you to send the report direct by E-mail.

Example The example below is of the Emailing My Report Data page.





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How to

Email the Report

Follow the steps below to E-mail the report.

Step Action


Result: The Emailing My Report Data page displays.

2 Enter the E-mail address of the recipient in the Email address (To) field.

Note: The maximum size of a file is 5MB and/or 65000 rows of an Excel spreadsheet.

3 Enter a subject line for the report in the Subject field.

4 In the Email address (CC) field, enter any additional parties who are

to receive copies of the report.

5 In the Email address (BCC) field, enter any additional parties who

are to be “blind copied” to receive the report. If BCC is used to send E-mails, then the E-mail addresses of the BCC recipients does not display in either the “To” or “CC” of the sent E-mail.

6 Enter a name for the report in the Attachment Name field. At this step you are also able to select to automatically include the Creation

date and/or Report range in the report name. Note: The attachment name format is the

Attachment Name_Extract Date_Date Range, with an underscore between each item. Example: Sample Report_12Dec2012_09Sep12-10Dec12

7 Select to include the extract date and/or date range in the report name.

8 Enter any comments to be included in the E-mail.

9 Select the date format. This is the date the report was created.

10 Select a format for the report.

11 Indicate if the file should be zipped when sent. Note: The maximum size of a zipped file is 5MB.

12 Click on the Email button to send the report. Result: The Email Confirmation page displays.




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E.6 - Print

Purpose The purpose of this topic is to describe the option on the Report Results page.

Print The option enables you to either print or save the report.

Example The example below is of the File Download pop-up window.





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How to

Print the Report

Follow the steps below to print/save the report.

Step Action


Result: The File Download pop-up window displays.


If ... Then ...

the Open button is selected the report opens in the selected format. That is: CSV, XLS, XML or PDF. You are

then able to print the file in the normal way.

the Save button is selected a browser window opens and you have the option to save the file

to a local drive.


Top of the Document




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Section F: Report Settings

Overview

Purpose This section describes the Report Settings module.

Contents

Topic See Page

F.1 - Report Settings 93

F.2 - Number of Shipments Per Page 95

F.3 - Export Settings 96

F.4 - E-mail Settings 97

F.5 - How to Set Defaults 98

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F.1 - Report Settings

Purpose This topic describes where to access the Report Settings

module in DHli.

When to Use Report Settings

Use Report Settings to set defaults for Report.

Field

Display

Some fields found in Report Settings page may be hidden.

This is managed through the Profile option found in Manage Companies. Maintenance is completed when setting up a

domain. Manage Companies is controlled by the DHLi Administrator and is able to be changed at any time.

Accessing Report

Settings

The DHLi Service settings - Report page is able to be selected as follows:

From any DHLi page by placing the cursor over Settings in the top navigation links and selecting Service settings.

Result: The Service Settings page displays. The default is the Service settings for Booking page.

From the Service settings for Booking page, from the top navigation path select Report.





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F.1 - Report Settings, continued

Report

Settings

In the Report Settings page you are able to define the number

of shipments per page, defaults for export settings and E-mail account to which the report is to be sent.

Example The example below is of the Service Settings page for Report.

Page Sections

There are three sections in the New Report page. Sections are used to break the Edit Schedule page into segments.


Number of shipments per page

Select the number of shipment records to displays on the Report Results page.

Reference: F.2 - Number of Shipments Per Page on page 95.

Export Settings Select the default date format, and file format of reports.

Reference: F.3 - Export Settings on page 96.

E-mail Settings Select the default E-mail address, file format and

date format of reports. Reference: F.4 - E-mail Settings on page 97.

Return to: Section F: Report Settings




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F.2 - Number of Shipments Per Page

Number of

shipments per page

Enables you to define the number of records to be displayed on

the Report Results page. A drop down box enables you to select either 10, 15, 50 or 100 records.

Example The example below is of the Number of shipments per page section.





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F.3 - Export Settings

Export

Settings

Enables you to define the default date format and file format for

export reports.

Example The example below is of the Export Settings section.

Fields The Export Settings section contains the following fields.

Field Description

1 Date Format Selection boxes. The date format for Exported reports. You are able to choose between either:

MM/DD/YY=Month/Day/Year Example: 05/15/13 (May 15 2013)

DD/MM/YY=Day/Month/Year Example: 15/05/13 (15 May 2013)

2 File Format Selection boxes. You are able to select the file format for exported reports. Only one format is able to be selected.





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F.4 - E-mail Settings

E-mail

Settings

From the E-mail Settings section you are able to define the

default E-mail Address, File Format and Date for reports sent by E-mail.

Example The example below is of the E-mail Settings section.

Fields The E-mail Settings section contains the following fields.


1 E-mail

Settings

A free text box. You are able to enter here the default E-

mail address to be used for sending reports by E-mail. The E-mail address defaults from the User Settings page.

2 File Format Selection boxes. You are able to select the default file format for reports to be sent by E-mail. Only one format

is able to be selected.

3 Date Format Selection boxes. The default date format for Exported

reports. You are able to choose between either: MM/DD/YY=Month/Day/Year

Example: 05/15/13 (May 15 2013) DD/MM/YY=Day/Month/Year

Example: 15/05/13 (15 May 2013)





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F.5 - How to Set Defaults

Purpose This topic describes the procedure for setting defaults for reports.

Procedure Follow the steps below to set up defaults for reports.

Step Action

1 Either from The navigation ribbon select Report, Report Settings.

or, By placing your cursor over Settings in the top navigation

ribbon and selecting the Service Settings module and then Report.

Result: The Service Settings for Report page displays.

2 From the page sections select the preferred settings from the given options.

3 When all required information has been completed, select the button.

Result: The changes are saved.

4 To exit the page, select an option from the top navigation

ribbon.


Top of the Document




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Section G: History of Change

Revision

History

The table below lists revisions to this document.

Note: This tales does not list spelling, grammatical or formatting revisions.

Reference/Map/Block Description Date

B1 Saved Reports/Report Selection Tags

Note added. 08DEC13

B4 E-mail Settings/E-

mail Address Field

E-mail address default change.

Various page examples changes to reflect the change.

08DEC13

Timestamp Columns Changes made to add the prefix “Timestamp” to all column names that

display the date and time. Various page examples updated.

08DEC13

F.5 - How to Set Defaults/ DHLi Login Page

Updated page example 12Oct14

A.2 – Helpful Hints / DHLi Help Desk


A.4 About Report / Parts of the Report Module /

Saved Reports

Added download saved report set-up 12Oct14

B.1 – Saved Reports /

Example

Updated page example to add new

Export Settings button

12Oct14

B.1 – Saved Reports / Action Buttons

Added description of new Export Settings button to Saved Reports

page and new page example

12Oct14

B.1 – Saved Reports, B.3

Report Selction Tags, B.5 Schedule a Report, New Saved Report page

examples

Updated various page examples of the

Saved Report page throughtout the manual to include the new Export Settings button

12Oct14

B.6 – Export Report

Settings

New section added for the Saved

Reports, Export Settings button

12Oct14

B.7 – Delete Report Section number amended 12Oct14

C.3 – Select

Columns/Example


C.3 - Select Columns /

Fields / Row 6






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Section G: History of Change, Continued

Revision History, continued


D.1 – Report Results Page / Example


A.1 – Logging on to

DHLi / DHLi Login Page

Updated page example 14Dec14

A.2 – Helpful Hints /

DHLi Help Desk

Updated page example 14Dec14


Example

New page example 22Mar15


Fields / Item 4

Added new symbols for CO2 Report 22Mar15


Example


B.4 – Edit Report /

Example



Editing Report

Corrected Save Report button 22Mar15


Existing Reports

Added new block for Existing Reports

Add CO2 Emission Information panel

22Mar15


Example

Added page example 22Mar15


Procedure / Step 4

Corrected Save Report button 22Mar15

B.5 – Edit CO2 Report Added new section for CO2 Reporting 22Mar15

C.1 – New Report Page / Example


C.1 – New Report Page / Example


C.2 – Report Details / Example


Section D: New CO2 Report

Added new section for CO2 Reporting 22Mar15

B.6 - Schedule a Report / Hyperlink in Report

New blocks added for hyperlink in report.

31Jul15





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Section G: History of Change, Continued

Revision History, continued


B.1 - Saved Reports / Report Selection Tags

Note added 29 Nov 15

B.2 - Reports Longer

than 93 Days / Procedure / Step 1


B.3 - Report Selection Tags / Report Selection Tags


B.3 - Report Selection Tags / Global


B.6 - Schedule a Report / Example

New page example 29 Nov 15

B.6 - Schedule a Report / Fields

Added Container Level Report checkbox

29 Nov 15

C.6 - Select a Date Range / Select a Date

Range


C.7 - How to Create a

Report / Procedure / Step 7


D.4 – Select a Date Range / Select a Date Range


D.5 - How to Create a New CO2 Report /

Procedure / Step 4


E.4 - Export Report /

Export Report for Ocean Freight

New block added 29 Nov 15

E.4 - Export Report / Example

New block added and page example added.

29 Nov 15

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