STARSHIP DASHBOARD

The StarShip Dashboard is a web based application which allows you to analyze current and past shipment trends in the form of bar graphs, pie charts and tables. You can also print and export data from some widgets and Crystal Reports. The StarShip Dashboard can be used in the front office by customer service personnel to provide up to the minute shipment cost and tracking details. It is also a useful tool for management to view key performance indicators such as total number of orders shipped, carriers used, carrier performance and more. The dashboard can be accessed with no impact on StarShip seat count.

This document will review features, functionality and setup of the Dashboard component.

USER SETUP From the StarShip Server Manager, you can enable Dashboard access per StarShip login from the Tools > Users menu. By default, only the StarShip ‘Admin’ user has this flag enabled.

Once users are granted access, they can now launch the Dashboard viewer directly from their desktop.

Please note that StarShip Dashboard can be installed on a machine that does not have the StarShip Client. Also, logins to the StarShip Dashboard do not count towards your licensed seats.

You can access the StarShip Dashboard from the StarShip Client and/or StarShip Dashboard program group/s. Start > All programs > StarShip Client > StarShip Client Dashboard

Enter the login information and select “Remember me”

STARSHIP DASHBOARD EXPLORER The StarShip Dashboard Explorer allows users to easily access Reports and widgets displaying shipment history details, tracking and performance information to help identify trends. Access widgets, drill down into shipments and analyze graphs and charts from the Performance and tracking/status menus

The StarShip Dashboard Explorer has 5 menu items:

1. Tracking/Status menu – widgets provide graphical view of orders shipped, status, volume by customer etc.

2. Performance menu – widgets provide graphical view of shipments processed by user, location, carrier mode etc.

3. History/Details menu – view of processed shipments which can then be filtered and sorted. Ability to drill down on any one shipment for a more detailed view; tracking can be performed from here.

4. Reports menu – access and print Crystal Reports

5. User menu – save user settings/widget positioning

TRACKING/STATUS From the Tracking/Status menu item, you can gain access to orders shipped, status, volume by customer etc. From any of the widget items you can drill down to view associated shipments and their detail.

1. Click on the desired widget

2. Double-click on the bar graph or pie chart segment to drill down and view the associated shipments

3. Click on the row to view more detailed information about a specific shipment

Other performance indicators: Status

Orders Shipped

Top 5 Customers By Shipment Volume

Confirmed Packages – allows you to view all processed packages by status: shipped, voided, could not void

PERFORMANCE Gain access to shipments processed by user, location carrier, mode etc. Shipment/User – View/compare shipping performance per StarShip user

Shipment/Location – View/compare shipment volume per StarShip location

Shipments/Carrier – View/compare shipment by volume per carrier

Shipments/Mode – View/compare shipment volume by parcel vs. freight

Declared Value

HISTORY/DETAILS From the History/Details menu you can access a quick snapshot of processed shipments by date range or specific dates.

Choose columns By default, the shipment history widget displays data for all columns. The columns shown can be filtered by right clicking the Group header area > choose columns. Once the columns are chosen, select the option to “save current grid settings”.

Filter data You can filter data by clicking the arrow on the column header of choice

Select the value to filter by. To clear the selections, select “clear filter”. To save your settings, right click the header section and select the option to “select current grid settings”

Sort data To sort the data, click the column header associated with the sort field.

Drill down into shipments To drill down into shipments, double click the row associated with the applicable shipment.

Export to .xls The Shipment History widget supports the options to export to .xml and .xls. To export the filtered data, right click the header section and select “Export to xls”. Enter the location to save the exported data.

REPORTS

StarShip provides you with a number of standardized reports. The Reports feature also allows you to either print all reports to a printer or export to a file.

Export reports to a file

Reports are written to destination files in .PDF, .CSV, .XLS, .RTF, .XML and .DOC format. To export a report to a file:

1. Click on the Reports menu item from the StarShip Dashboard explorer 2. Select the desired report 3. Enter the parameter field selections 4. Click ok

5. Select the file format and click the export button.

6. Select the file format 7. Click the Export button

8. Save the file to the desired destination location

Print reports to a printer

1. Click on the Reports menu item from the StarShip Dashboard explorer 2. Select the desired report 3. Enter the parameter field selections 4. Click ok 5. From the main menu, click the print button 6. Select the pages to print 7. Click Export 8. Click the option to open the file when prompted

9. Click the print button

USER

Save session – Save settings e.g. open widgets, widget positioning etc.

Logout – Log out of the StarShip Dashboard

Exit – Exit the StarShip Dashboard

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Phone: 800.462.4016 . www.vtechnologies.com . Fax: 203.439.9062