Add a Shipments Quick View
To add a Shipments Quick View to the Dashboard,
1. On the Dashboard, click CONFIGURE THIS PAGE.
2. Click ADD QUICK VIEW. The drop-down menu appears:
3. Click Shipments. The Quick View Setup opens, displaying the Subtotal page:
4. Select a mode. There are seven types of Shipment Quick Views that can be added:
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All Modes
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Truckload
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LTL
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Ocean
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Parcel
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Rail
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Air
As each mode and criteria is selected (or changed) the number of shipments matching the criteria is displayed in the sample Quick View tile.
Depending on the Mode selected, the following filtering criteria are available:
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Shipment Status — Statuses include Tracking Pending, At Stop, In Transit, Exception, and Tracking Ended. The filtering options for each status differ depending on the selected mode. Available for All Modes, Truckload, LTL, Ocean, Parcel, Rail, and Air.
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Scheduled Pickup — Truckload and LTL only.
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Scheduled Delivery —All Modes, Truckload, and LTL.
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Timing — Truckload, LTL, and Ocean.
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Carrier — Truckload, LTL, and Parcel.
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Company —Company name
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Location — Company Name, ID, or address. Available for All Modes, Truckload, LTL, and Parcel.
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Created By — Name of a VOC User.
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Temperature Tracking — The temperature range of the shipment.
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Reference Key — Custom keys created by users to tag shipments. Available for All Modes, Truckload, LTL, Ocean, Parcel, and Air. For more information, refer to Create a Reference Key.
For more detailed information on each of the mode selections, refer to,
5. Once you have selected the mode and the respective filtering options, click NEXT.
The Total Configuration page appears:
6. (This step is optional. Click SKIP to skip this step.) Refine the results further. Click NEXT.
The Title & Settings page appears:
7. In the TITLE field, type a title for the Quick View.
8. Select the NUMBER FORMAT: Count or Percentage.
9. Adjust the settings in the HEALTH SCORE to indicate the Health Ranges of performance defined either as a Percentage of Total or Subtotal Count (Excellent, Acceptable, Concerning, Problematic).
10. Click SAVE & FINISH. The new Quick View appears on the Configure page:
11. Click UPDATE. The new Shipments Quick View appears on the Dashboard:
