Wednesday, August 31, 2011

Customizing Export Spreadsheets

You may have noticed in the past few months that we've made a number of improvements to Digital Waybill. We've added bugfixes, stability improvements and interface enhancements, as well as completely new features. We'll be catching you up on how to use these features in this blog over the next few weeks, but today we'd like to start with something basic: customizing your exported spreadsheets.

If you're unfamiliar with exporting orders from your Completed Orders screen, it's a feature that lets you dump all your order information into a spreadsheet. They may not be as nicely formatted as our invoices and sales reports, but they do let you filter your order list by any different criteria, and they also include every last detail of an order, including information not found anywhere else.

This huge collection of order information is useful for record keeping and analysis, but it's not so useful for printing, at least at the default settings. If you'd like to pare down the spreadsheet so only the most important fields show up on the document, follow these steps:

Go to Settings > Delivery Services and click the Customize Export button. From here, you can select which fields will be exported. This way, you can eliminate columns and create a more readable, printable document.

*Note: The first 'Distance' field is the distance in meters, and the second one (which is the last column on the sheet) is distance in miles.

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