Use the Reports App

Use the Reports App to generate, view and download reports. In detail, you can:

• Generate reports.
• Download and print reports.
• Create reports in the formats: Image, Excel, Word, PDF, CSV.
• Import data to feature in a report.
• You can add your own custom reports to Transtream; upload and manage any custom reports using the Administration App. For detail, see Manage Reports.

See Formats and Samples for additional detail on each report.

The following reports are available.

1. Accounting:
• Account Summary. Shows a breakdown of the amount of items sent and their cost by shipper. This is split by carrier and then cost center.
• Cost Center Chargeback. Shows a detailed report of shipments within a certain time frame with additional information on any items using a Cost Center.
• Modified Simplified Mail Accounting (SMART) Report. Shows postage expenditure per carrier and service.
• Simplified Account Summary. Shows a breakdown of the number of shipments by cost center, along with their average and the total cost.
• Simplified Mail Accounting (SMART) Report. Shows postage expenditure per carrier.
• Transactions by Account Summary. Shows a breakdown of the amount of items shipped and their cost by service. These are grouped together by account (Cost Center Name) and shipper.
• Transaction Account Summary - by Cost Center Code. Shows a breakdown of the amount of items shipped and their cost by service. These are grouped together by account (Cost Center Code) and shipper.
• Transactions by Shipper Summary. Shows a breakdown of the amount of items shipped and their cost by service. These are grouped together by shipper and carrier.
2. Carriers:
• Carrier Activity. Shows the details of the packages and shipments sent by a provided location. The shipments are grouped by ship date and then carrier.
• Carrier Performance Analysis Detail. Shows the details of packages and their statuses. They are grouped by carrier and then service.
• Carrier Performance Analysis Summary. Shows a high-level view of the performance of each carrier service used in a given time frame. It shows each service, the number of on-time and late deliveries for each, and the total shipping cost.
• Delivery Status Summary. Gives a high-level view of the delivery special services used on packages shipped with each carrier in a given time frame. It displays the number of items sent by each service and states how many have a signature available to view. You can either select the user who processed the shipment, or run the report for all users.
• Delivery Status. Shows a detailed view of each package shipped in a given time frame and displays the delivery special services used.
• Delivery Variance. Displays the difference between package scheduled delivery date and the actual delivery date. Packages are grouped per carrier and a used service.
3. PB Shipping API - USPS:
• Account Balance Report. Displays balance of the selected account.
• All Transactions - Detail Report. Shows detailed information, such as Shipper ID, shipment date and type, etc., for a particular PB Shipping API – USPS account.
• All Transactions - Summary Report. Less specific than the All Transactions - Detail Report, and only displays the account balance within a specified time frame.
• Postage Adjustment Report. Shows all APV Overpay and Underpay transactions with sum totals.
4. Personal Shipping: