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Monitoring Shipments

REACT’s dashboards make keeping track of your shipment performance easy. This page explains how to use REACT’s States and All Shipments dashboards to get timely information on how your shipments are progressing, and to spot potential problems.

On This Page


Viewing an Overview of Your Shipments

The States dashboard gives you an overview of your current shipments. It indicates how many shipments you have in each particular shipment state, how many shipments are in exception states, and how many shipments you have in each geographical region.

To open the States dashboard, select the Dashboards > States menu option.

states-dashboard

The States dashboard uses shipment states to group shipments into red/amber/green categories, helping you to identify individual shipments that may require attention. Shipment states are colour-coded into the following:

  • Red (Critical Exceptions) - There is an issue with the shipment that cannot be resolved until you take action, or the shipment has been destroyed or lost. For example, a shipment in a state of Held by carrier would be classified as red.
  • Amber (Other Exceptions) - There is an issue with the shipment that does not require you to take action. However, you might want to notify your customers. For example, a shipment in a state of Delivery failed would be classified as amber.
  • Green (All Good) - There is no issue with the shipment. For example, a shipment in a state of Dispatched would be classified as green.

For a full list of REACT shipment states, including their colour classification, see the Shipment States page.

The States dashboard has two sections: a map indicating the delivery locations of your shipments and a row of tiles indicating how many of your shipments are in each colour status.

Note:

Only those shipments for which REACT holds an origin address are displayed on the map. For more information on registering shipment data, see the Registering Extra Shipment Information section of the Registering Shipments page.

If required, you can filter the data displayed using the filter controls explained in the Searching For and Filtering Dashboard Data section.

Drilling Down on Shipment Details by Status

To view how many shipments you have in each shipment state:

  1. Click the View button on the relevant colour tile. For example, to view how many shipments you had in each red shipment state, you would click View on the Critical Exceptions tile.

    view-crit-ex

    REACT displays tiles indicating how many shipments you have in each state for the selected colour.

    state-tiles

  2. To view a list of all the shipments in a particular state, click View on that state’s tile.

    state-tiles2

    REACT opens the All Shipments dashboard, filtered to display the relevant information.

    missing-states-list

Drilling Down on Shipment Details by Location

To view a list of all shipments that are currently in a particular geographical location, click a point on the map.

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REACT opens the All Shipments dashboard, filtered to display the relevant information.

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Exporting Shipment Details to CSV

There are several points on the States dashboard from which you can export shipment details to CSV:

To export details of all shipments, click Export on the All shipments tile.

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To export details of all shipments in a particular colour status, click Export on the relevant colour tile.

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To export details of all shipments in a particular state, click View on the relevant colour tile and then click Export on the required shipment state tile.

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Alternatively, the Download button on the map enables you to export whatever data you care currently viewing, including any colour categories you may have selected and filters you may have applied.

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For example, if you click View on the red Critical Exceptions tile and then click the Download button, then REACT exports a CSV file containing all shipments in red statuses. If you were to then apply a filter so that only shipments with a Promised Date of tomorrow were displayed, and then click the Download button again, then REACT would export a CSV file containing a list of those red shipments that had a Promised Date of tomorrow.

Caching

To maximise performance, REACT caches data on the States dashboard for ten minutes. If you make a particular request (say, clicking the View button on the Critical Exceptions tile to view how many of your shipments are in each individual red state), and then make an identical request within ten minutes, then REACT displays the cached data it received from the first request rather than making a separate database call. As such, you should bear in mind that the new request will not show any changes that have occurred since the first request was made.

If you make a different request, or if you make the same request more than ten minutes after the first request was made, then REACT refreshes the data.

This caching takes place at an organisational level, rather than a user level. For example, suppose than User A makes a particular request, and then User B makes the same request five minutes later. In this scenario, User B would receive the cached data from user A’s request. However, if User B was to make the same request fifteen minutes later, then REACT would obtain new data.

Viewing Individual Shipments

The All Shipments dashboard gives you a list of all your individual shipments, and enables you to click through to view shipment event data.

To open the All Shipments dashboard, select the Dashboards > All Shipments menu option, or click View on the All Shipments tile.

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The All Shipments dashboard displays a list of all your current shipments. You can filter the list using the filter controls explained in the Searching For and Filtering Dashboard Data section.

To export the data displayed onscreen (including any filters you may have selected), click Export CSV.

Select a shipment record to view a summary of the registration and tracking information held on that shipment.

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Note:

The information displayed on the All Shipments dashboard and Shipment screen is largely populated from the information provided at registration. The more information you provide at registration, the more useful this page will be. For more information on the information you can provide at registration, see the Registering Shipments page.

Searching For a Specific Shipment

The Search by order or tracking reference bar is displayed at the top of the States and All Shipments dashboards. To view a specific shipment’s details, enter the shipment’s order or tracking reference into the search bar and click the Search icon.

search-bar

If REACT only finds one shipment matching your criteria, then it opens the Shipment page for that shipment.

If REACT finds multiple shipments matching your criteria, then it opens the All Shipments page with all matching shipments listed.

Filtering Dashboard Data

REACT’s dashboards enable you to filter the data displayed. Filtering can be particularly handy if you have large volumes of data to work with. You can filter data by Carriers, States, Shipment Origin, Shipment Destination, Order Date, Shipped Date, Promised Date, Estimated Date, and Shipment Type.

Note:

By default, REACT’s dashboards only display those shipments created in the last 14 days. You can override this default filtration by adding your own date filters.

To filter data:

  1. Click the Add Filters drop-down.

    filter-button

    The Filters panel is displayed.

    filter-panel

  2. Select the filters you want to apply:

    • The Carriers, States, Origins, and Destinations filters use a search page. To add these filters, click Add on the relevant tile to display a list of available options, then select the options you require from the list. You can select multiple options if required. filter-selector

      Selected options are displayed in the right-hand column. To deselect an option, click on it.

      Note:

      The Carriers list only displays those carriers for which you have an active carrier connector.

    • To select dates and Shipment Types, select the required option using the radio buttons.

  3. Click Apply and close to apply your changes and return to the dashboard. REACT will now display only those shipments that meet your criteria.

Active filters appear on the Active Filters toolbar.

active-filters

To deselect a filter from the Active Filters toolbar, click the filter’s x button.

Next Steps

Learn more about the REACT UI: