Spending Reports and Analytics

Understanding your shipping costs helps optimize operations. AtoShip provides comprehensive reporting tools.

Accessing Reports

Report Dashboard:

Dashboard → Reports

Available Report Types:

Spending Overview
Carrier Analysis
Service Level Breakdown
Zone Distribution
Time-Based Trends

Spending Overview Report

What It Shows:

Total spending (period)
Number of shipments
Average cost per shipment
Comparison to previous period
Top spending categories

Time Periods:

Period	Use Case
Daily	Operations monitoring
Weekly	Trend spotting
Monthly	Budget tracking
Quarterly	Strategic planning
Annual	Year-over-year analysis

Carrier Analysis

Breakdown By Carrier:

Report → Carrier Analysis → Select Date Range

Metrics Shown:

Spend per carrier
Volume per carrier
Average cost per shipment
Carrier share percentage
Trend over time

Cost Per Order Analysis

Understanding CPPO: Cost Per Package Out = Total Shipping / Total Orders

Tracking CPPO:

View daily/weekly trends
Compare to benchmarks
Identify cost increases
Set targets

Service Level Breakdown

By Service Type:

Service	Spend	Volume	Avg Cost
Ground	$X	Y	$Z
Express	$X	Y	$Z
Priority	$X	Y	$Z

Insights:

Are you using right services?
Express overuse?
Ground opportunities?

Zone Distribution Report

Shipping Zone Analysis:

Orders by zone
Cost by zone
Average zone number
Geographic visualization

Why It Matters:

Zone affects cost significantly
May indicate warehouse placement opportunities
Customer distribution insights

Time-Based Analysis

Trends Over Time:

Daily volume patterns
Weekly seasonality
Monthly trends
Year-over-year comparison

Using Trends:

Predict busy periods
Staff appropriately
Budget accurately
Negotiate rates

Custom Reports

Build Your Own:

Go to Reports → Custom
Select metrics
Choose dimensions
Set date range
Generate report

Available Metrics:

Total spend
Shipment count
Average weight
Average cost
Void rate
Refund amount

Exporting Reports

Export Options:

PDF (for presentation)
CSV (for analysis)
Excel (for manipulation)
API (for integration)

Scheduling Exports:

Reports → Scheduled → Add Schedule

Dashboard Widgets

Key Metrics at a Glance:

Today's spending
Week-to-date
Month-to-date
Trend indicators

Customizing Dashboard:

Click "Edit Dashboard"
Add/remove widgets
Arrange layout
Save configuration

Benchmarking

Compare Your Performance:

Industry averages
Your historical data
Set improvement goals
Track progress

Key Benchmarks:

Metric	Good	Typical	Needs Work
Void Rate	<2%	2-5%	>5%
CPPO	<$6	$6-10	>$10
Adjustment Rate	<1%	1-3%	>3%

Cost Optimization Insights

Automated Suggestions: AtoShip analyzes your data to suggest:

Better carrier options
Service level adjustments
Packaging improvements
Address quality issues

Team Spending Reports

By User:

Individual spending
Label volume
Average cost
Compare team members

Use Cases:

Accountability
Training needs
Process compliance

Integration with Accounting

Exporting for Accounting:

QuickBooks format
Xero format
Custom mapping
Automated sync

Real-Time vs Historical

Real-Time Data:

Today's activity
Live dashboard
Immediate visibility

Historical Reports:

Completed periods
Accurate totals
Audit-ready

Report Best Practices

Recommendations:

Review weekly spending
Monthly deep dive
Quarterly strategy review
Annual planning session

Questions to Ask:

Is CPPO trending up or down?
Which carriers give best value?
Are we using right services?
Where are customers located?

Alert Setup

Spending Alerts:

Daily spend threshold
Weekly budget alerts
Unusual activity
CPPO increases

Setting Alerts:

Settings → Notifications → Spending Alerts

API Access

For Developers:

GET /api/v1/reports/spending
Parameters: start_date, end_date, carrier, groupBy

Build custom dashboards and integrate with your systems.