Analytics

Choose warehouse metrics, saved reports, or Shipment Insights to review warehouse work, export results, and investigate delivery problems in ShipOS.

Use ShipOS analytics to check what needs attention in the warehouse, save a report for a specific period, or follow up on packages after dispatch. Start with the question you need to answer: these views measure different parts of the work and are not interchangeable.

Choose the right view

Your questionStart hereWhat to do next
How is the warehouse doing, and what needs attention?Warehouse Metrics DashboardReview orders, completed fulfillment work, and Action Items on ShipOS Home; open the linked operational page to investigate.
What happened during a period, and can I download or repeat the result?ReportsRun a report with the relevant dates and filters, export a result section, or create a recurring schedule.
Which carriers or shipments need delivery follow-up?Shipment InsightsCompare carrier performance and open problem shipments to review tracking and investigation status.

Review today's warehouse work

  1. Open ShipOS → Home (opens the Cybership dashboard in a new tab) and confirm the selected warehouse.
  2. Choose a time range. Use Custom range for specific dates and finish selecting both ends of the range. The dashboard groups activity using the warehouse's local time.
  3. For a 3PL team, select a merchant if you need to focus the supported panels on that merchant's work.
  4. Review the headline metrics, then open an Action Items link to investigate the underlying fulfillment work.

Not every panel follows every filter. Action Items covers the selected warehouse across all merchants. Backlog and Warehouse Utilization show current conditions rather than a historical snapshot of the selected dates. Warehouse activity panels do not apply the merchant filter. See the dashboard guide for each panel's scope.

The home dashboard does not export CSV files. Use Reports when you need downloadable data rather than a quick operating overview.

Save or share a report

  1. Open ShipOS → Reports (opens the Cybership dashboard in a new tab) and click Run Report.
  2. Choose the report type and enter a name. For example, use Shipping Cost Report to review paid-label spending or Inventory Report to review stock.
  3. Set the dates and resource filters requested by that report, then start the run.
  4. Open the completed result. Use Export CSV on the individual table or chart whose data you need.

For a recurring review, open ShipOS → Reports → Schedules (opens the Cybership dashboard in a new tab) and choose Create Scheduled Report. Set the cadence, run time, and timezone. When the selected report requests a reporting period, choose a relative period to control which dates each run covers. The run time determines when the report starts. See Reports for schedule options and report statuses.

Investigate delivery problems

  1. Open ShipOS → Shipping → Insights (opens the Cybership dashboard in a new tab) and confirm the warehouse and time range.
  2. Narrow the results by merchant for a 3PL team, carrier integration, carrier, or service as needed. Service options appear after selecting a carrier.
  3. Compare Carrier Performance, then review Delayed, Stuck, Failed, or Not Scanned shipments.
  4. Select a tracking code to open its shipping label. Record follow-up with the investigation status, and use Hide Resolved to focus on remaining work.

Problem categories can overlap. Changing investigation status records your follow-up; it does not request new tracking events from the carrier. Use the Shipment Insights guide for the detailed views.

Check dates, filters, and access

  • No matching data: Confirm the warehouse, widen the dates, and clear unnecessary merchant or carrier filters. A report showing No matching report data finished successfully but found no matching records. Run it again with corrected parameters.
  • Numbers differ between views: Compare the warehouse, merchant, date range, and what is being counted. Orders, completed fulfillment work, and shipping labels are different records. A completed report retains its generated result; the dashboard shows current calculated metrics.
  • Shipment data is missing: Open a shipping label and check its carrier, tracking code, and tracking activity. Delivery analysis depends on available label and tracking data.
  • A control is unavailable: Check the permission message before treating it as missing data. Ask a team administrator to review your role and warehouse access in Members & Permissions.

Permissions depend on the action, not just the Analytics section:

ActionPermission
View saved reports and schedulesReports — View
Run reports or create and edit schedulesReports — Create & edit
View headline warehouse metricsOrders — View; other dashboard panels require access to their underlying work
View Shipment InsightsShipping Labels — View
Update a shipment's investigation statusShipping Labels — Create

Results are team-scoped. Dashboard access depends on your permitted warehouses; saved reports retain the scope used when they were generated. Available report types also depend on team type and enabled features.

Reports and Scheduled Reports

The walkthrough demonstrates report runs and schedules. The steps above are usable without video playback.

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