Interactive User Manual

Interactive
User Manual
Instructions for:
Report
Nov 2016
DHLi Process Document
DHL Interactive Report
User Manual - External
Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
Interactive
User Manual for Report
Overviews
Purpose
This document describes the Report module in DHL Interactive
(DHLi).
Scope of
this
Document
This document only describes the generic process. It does not
provide detailed:
 Best practice requirements, or
 Country/region/station-specific content.
Application
Regional Application: This document applies to all regions.
Product Application: This document applies to all core
products.
Questions
For any question concerning this document, please contact:
DHL Internal: Your local or regional Process Standardization
and Operations Support (PSOS).
DHL Customers: Your DHLi Key Account Manager.
Benefits/
Advantages
DHLi Report enables you to:
 Generate reports of shipments and keep control of the
previous 12 month’s shipment history.
 Create customized reports.
 View online, print, E-mail, or export.
 Use formats CSV, Excel, XML and PDF.
 Schedule regular reports to yourself or others in your
organisation.
Important
 This document remains under the copyright of HDL and is not
for redistribution.
 Do not alter or duplicate content in this document without
written permission of the owner.
Continued on next page
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DHL©2016
DHLi Process Document
DHL Interactive Report
User Manual - External
Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
Overviews, continued
Contents
Section
Section
Section
Section
Section
Section
The table below lists the sections in this document.
Topic
A: Getting Started
B: Saved Reports
C: New Report
E: Report Results
F: Report Settings
G: History of Change
See Page
3
12
50
79
92
99
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DHL©2016
DHLi Process Document
DHL Interactive Report
User Manual - External
Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
Section A: Getting Started
Overview
Purpose
This section gives an introduction to the Report module in DHLi.
Contents
The table below lists the sections in this document.
Topic
A.1
A.2
A.3
A.4
-
See Page
4
5
11
12
Logging on to DHLi
Helpful Tips
Where to Access Report
About Report
Top of the Document
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DHL©2016
DHLi Process Document
DHL Interactive Report
User Manual - External
Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
A.1 - Logging on to DHLi
Purpose
This topic describes the basic details for logging onto DHL
Interactive (DHLi).
DHLi
Website
The DHLi website is accessed using the URL listed below.
https://dhli.dhl.com.
Login
Details
Details used to log into DHLi, such as user ID and password, are
case sensitive.
Minimum
Browser
Requirements
To use DHLi, you must meet the minimum browser requirements
listed below.
DHLi Login
Page
The example below is of the DHL Interactive (DHLi) Login page.
Browser
Internet Explorer 8
Internet Explorer 9
FireFox 5
Chrome
Return to: Section A: Getting Started
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A.2 - Helpful Tips
Purpose
This topic describes helpful tips used for navigating through
DHLi.
View
Changes to
DHLi
Each page within the DHLi Report module includes a link to view
changes to that module. When you click on the link, a document
displays describing the latest changes to the DHLi module.
Example
In the example below the link describing the latest change to
Report DHLi module is highlighted.
Continued on next page
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User Manual - External
Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
A.2 - Helpful Tips, continued
Help Text
DHLi has an extensive Help Text. The Help Text symbol is a
question mark . To display Help Text you either:
 rest the cursor on the appropriate question mark
to display
help text in a hanging box, or
 click on the Help Text symbol
to open an Information help
text box.
Example
In the example below both types of Help Text content, hanging
and information box, display.
Mandatory
Fields
In DHLi a number of fields or sections require completion before
you are able to continue processing. Such mandatory fields and
sections are indicated by a red asterisk (*).
Links
In DHLi there are a number of items that have link connections.
Such links are indicated by a >. When you click on the link you
are taken to another page.
Continued on next page
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Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
A.2 - Helpful Tips, Continued
DHLi Help
Desk
The DHLi Help Desk is available to answer questions or offer
assistance as needed. To find contact details for your local DHLi
Help Desk, click the:
 Find Your Helpdesk button on the log in page, or
 Place your mouse over Help in the ribbon at the top of the
page and select Helpdesk from the drop down list.
Continued on next page
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Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
A.2 - Helpful Tips, Continued
Help Desk
Contact
Details
Use the Find Your Helpdesk page to locate the contact details
for your local help desk.
1. Select your country from the Select Country drop down list,
and
2. Click the Search button.
Result: The contact details display below the Select Country
field.
Continued on next page
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Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
A.2 - Helpful Tips, Continued
FAQ
Frequently Asked Questions (FAQ) is a list of commonly asked
questions and answers pertaining to DHLi.
Accessing
FAQ
The DHLi FAQ module is able to be selected from any DHLi page
by clicking Help in the top navigation ribbon and then FAQ.
Example
The example below is of the Book, New Shipment page. In the
example the user’s cursor is placed over Help in the top ribbon.
Continued on next page
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User Manual - External
Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
A.2 - Helpful Tips, Continued
Example
The example below is of the DHLi FAQ page. FAQs are entered
into DHLi by country and are based on the user’s settings. As a
result not only do FAQs relevant to the user’s country display,
but FAQs are also able to be displayed in the user’s preferred
language.
Note: FAQs are entered into the DHLi Portal Administration
module. FAQ Portal Administration is only available to
Superadmin or Helpdesk.
Return to: Section A: Getting Started
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A.3 - Where to Access Report
Purpose
This topic describes where to access the Report module in DHLi.
When to
Use Report
Use Report to create a shipment report.
Page Fields
The fields that display within DHLi pages are controlled through
profile settings by DHLi Administrators. Depending on your
profile settings, various illustrated fields may not display on DHLi
pages.
Accessing
Report
The DHLi Report module is able to be selected either from:
 The DHLi Home page or,
 From any DHLi page by placing the cursor over Report in the
top navigation ribbon and selecting the required Report
module from the drop down list.
Example
The example below is of the Book, New Shipment page. In the
example the user’s cursor is placed over Report in the top
navigation bar.
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Number: DHLi-EXT-RP
Version: 2.6
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Author(s): DHL Global Forwarding - BPO Core Systems Team
A.4 - About Report
Purpose
The purpose of this topic is to describe the process of the DHLi
Report module.
Report
To report on shipments using DHLi Report, either:

From the top navigation bar click on Report, or

Click on Report in the DHL home page.
Parts of the
Report
Module
The Report module contains three parts. Each part displays in a
drop down list when you place the cursor over Report in the top
navigation bar of any DHLi page. The table below lists each part
and where to find information for each.
Part
Saved Reports
New Report
Report settings
Use this Section to …
View saved reports, create new reports, edit save
reports, edit saved report schedules, download saved
report set-up, delete reports and run saved reports.
Reference: Section B: Saved Reports on page 13
Create new reports, manage columns to be included in
the report, set up filters, determine the timeframe of the
report.
Reference: Section C: New Report on page 50
To define the defaults for export settings and E-mail
account to send data.
Reference: Section F: Report Settings on page 92
Return to: Section A: Getting Started
Top of the Document
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Number: DHLi-EXT-RP
Version: 2.6
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Section B: Saved Reports
Overview
Purpose
This section describes the Saved Reports page in the Report
module.
Contents
The table below lists the sections in this document.
B.1
B.2
B.3
B.4
B.5
B.6
B.7
B.8
-
Topic
Saved Reports
Reports Longer than 93 Days
Report Selection Tags
Edit Report
Edit CO2 Report
Schedule a Report
Export Report Settings
Delete a Report
Top of the Document
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See Page
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19
20
25
30
33
47
49
DHLi Process Document
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Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
B.1 - Saved Reports
Purpose
This section describes the page and columns for processing
Saved Reports in DHLi.
Accessing
the Page
The DHLi Saved Report page is able to be selected either from:
 The DHLi Home page or,
 From any DHLi page by placing the cursor over Report in the
top navigation bar and selecting the Saved Reports from the
drop down list.
Example
In the example below the user is in the DHLi Track module and
the cursor hovers over the Report, Saved reports in the top
navigation bar.
Saved
Reports
From the Saved Reports option you are able to view saved
reports, create new reports, edit save reports, edit saved report
schedules, delete reports and run saved reports.
Page Fields
A number of fields found in Report may be hidden. This is
managed through your DHLi Administrator. Should you require
the DHLi Report service, please contact your local DHLi Key
Account Manager.
Continued on next page
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Number: DHLi-EXT-RP
Version: 2.6
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B.1 - Saved Reports, Continued
Example
The example below is of the Saved Reports page.
Tip: To sort a column into ascending or descending order click on
the column header and then the
or symbol.
Continued on next page
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B.1 - Saved Reports, continued
Report
Selection
Tags
The Report Selection Tags display saved shipment reports.
 My Reports – Displays saved reports created by the user.
 Others – Displays saved reports created by other users.
 Global – Displays Global reports.
Notes:
 Both Others and Global reports are able to be modified to fit
your own requirements.
 Global reports must be copied to a user ID before scheduling.
 Reports display based on the Profile set up of the user.
If ...
Then ...
The user selects the Global
The system checks for all
tag
reporting columns available
for the user’s profile.
There is at least one column
Then the corresponding
available for the particular
Global reports display.
Report Type (Air / Ocean /
US Domestic) that is selected
in the user’s profile
Tip: Toggle the report tags to move between My Reports,
Others Reports or Global Reports.
Reference: B.3 - Report Selection Tags on page 20
Fields
The Saved Reports page has the following fields.
1
Field
Account
Group
2
Start Date
Description
A drop down box from where you are able to select a
reporting account group.
Note: You are only able to view accounts linked to your
profile.
A pop up calendar from where you are able to select a
date from which the report is to commence.
Alternatively, the date is able to be entered manually
using the format DD/MM/YYYY.
Example: 11/02/2013=11 February 2013.
Continued on next page
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Number: DHLi-EXT-RP
Version: 2.6
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B.1 - Saved Reports, Continued
Fields,
continued
3
4
Field
End Date
Type
Description
A pop up calendar from where you are able to select a
date to which the report is to finish.
Alternatively, the date is able to be entered manually
using the format DD/MM/YYYY.
Example: 15/05/2013=15 May 2013.
Displays the type and mode of transport associated with
the report.
Air shipment
Ocean shipment
US Domestic
DHL Global Forwarding, all types
included
CO2 Report for Air only
CO2 Report for Ocean only
CO2 Report for Air and Ocean
5
Name
Displays the name of the report.
6
Created By
Displays the name of the user who created the report.
7
Creation
date
Email to
Displays the date on which the report was created.
8
9
Scheduled
Frequency
Displays the address to where the report is to be Emailed.
Displays the scheduled frequency set up for the report.
The report can be scheduled multiple times a day. The
scheduling is independent of ownership and modification.
Continued on next page
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B.1 - Saved Reports, Continued
Action
Buttons
The Saved Reports page has the following Action Buttons.
Action
Button
Description
Enables you to create a new report.
Enables you to edit a report.
+
+
+
+
+
Enables you to edit a report schedule.
Enables you to download an Excel file with all settings of the
selected report.
Deletes the selected report.
Runs the selected report and displays the results.
+The Edit, Edit Schedule, Export Settings, Delete and Run buttons remain
grayed out until a Report is selected.
Example
The example below is of the Saved Reports page. In the
example a report is selected and as a result the available report
options become available.
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B.2 - Reports Longer than 93 Days
Purpose
The purpose of this topic is to describe the procedure for reports
longer than 93 days.
Reports
Longer than
93 Days
The DHL Report is able to be set to provide up to one year of
DHL Global Forwarding shipment data.
Procedure
Follow the steps below to run a report of more than 93 days.
Step
1
2
Action
In order to create a report longer than 93 days, you must first
create and save a report.
Tip: Previously save reports are able to be used.
From the Saved Report page:
 Select the required report
 Change the Start date and End date to the required dates
and click the
button.
Result:
 The message “Your report will run in the background, so you
can continue to use DHLi; once completed you will receive an
email with the requested report” displays.
 The report runs in the background and is sent to you by Email.
Notes:
 The report is sent in a zip file of either .xls or CVS format.
 The date range on a report is limited to 1 year. If the start
date is more than a year prior, an warning message “Start
date cannot be earlier than 1 year ago” will display.
Return to: Section B: Saved Reports
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B.3 - Report Selection Tags
Purpose
This topic describes the Report Selection Tags of the Save
Report page.
Report
Selection
Tags
In the Saved Reports page there are three Report Selection
tags.
 My Reports – Displays saved reports created by the user.
 Others – Displays saved reports created by other users.
 Global – Displays Global reports.
Notes:
 Both Others and Global reports are able to be modified to suit
your individual requirements.
 Global reports must be copied to a user ID before scheduling.
 Reports display based on the Profile set up of the user.
If ...
Then ...
The user selects the Global
The system checks for all
tag
reporting columns available
for the user’s profile.
There is at least one column
Then the corresponding
available for the particular
Global reports display.
Report Type (Air / Ocean /
US Domestic) that is selected
in the user’s profile
Tip: Toggle the report tags to move between My Reports,
Others Reports or Global Reports.
My Reports
The My Reports tag displays all saved reports created you.
Continued on next page
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B.3 - Report Selection Tags, Continued
Example
The example below is of the My Reports page. The Action
buttons only display when a report is selected.
Tip: To sort a column into ascending or descending order click on
the column header and then the
or symbol.
Others
The Others selection tag displays saved reports created by other
users. Others reports section has a similar look to that of My
Reports.
Note: The original report always remains unchanged in the
report creator’s Saved Reports page.
Example
The example below is of the Others reports page. The Action
buttons only display when a report is selected.
Tip: To sort a column into ascending or descending order click on
the column header and then the
or symbol.
Continued on next page
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Number: DHLi-EXT-RP
Version: 2.6
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Author(s): DHL Global Forwarding - BPO Core Systems Team
B.3 - Report Selection Tags, continued
Global
The Global selection tag displays range of standard reports.
Global reports section has a similar look to that of My Reports.
Notes:
 For users to schedule a Global Report, the user must copy the
report and then schedule it using the Copy Report button.
 The original report always remains unchanged in the Global
reports section
Example
The example below is of the Global reports page. The Action
buttons only display when a report is selected.
Tip: To sort a column into ascending or descending order click on
the column header and then the
or symbol.
Options
Both the Others and Global reports section have a similar look
to that of My Reports section, but have two extra options:

, and

Displays the report settings. From here you are able to check
whether the report is suitable for use.
Copies the report to your My Reports page. You are then able
to edit and schedule the report as required.
Continued on next page
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B.3 - Report Selection Tags, continued
Example
The example below is of the Copy Report pop up window.
Fields
The Copy Report page contains the following fields.
1
2
3
Field
Account
Group
Enter a
name for
your Report
Created By
Description
A drop down box from where you are able to select a
reporting account from an available list.
Note: Only Account Groups linked to your profile are
listed.
A free text box. Enter here a name for the report.
Note: The name defaults from the Others page.
A free text box. Enter a suitable creator.
Note: The Creator defaults from the Others page.
Continued on next page
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B.3 - Report Selection Tags, Continued
Procedure
Step
1
2
3
4
5
6
7
8
Follow the steps below to copy a report.
Action
First, check that the report is suitable for use. From the Saved
Report page:
 Open the required selection tag
 Select a report
 Click on the
button.
Result: The selected report displays.
Note: In display mode only the
and
buttons
are available for use.
Select the
button to return to the Others page.
Select the report to be copied.
Select the
button.
Result: The Copy Report pop up window displays.
Select an Account group from the drop down box.
Enter a name for the report in the Enter a name for your
Report field.
Enter a Created By for your report.
Click the
button.
Result: The report displays in the My Reports page.
Note: The original report always remains unchanged in the
report creator’s saved reports.
Return to: Section B: Saved Reports
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B.4 - Edit Report
Purpose
This topic describes the Edit/Edit Report page in DHLi.
When to
Use Edit
Use the
Example
The example below is of the Report results page. In the
example the
button is highlighted.
Editing
Reports
Both the
button in Report Results page and the
button in Saved Reports page enable you to modify a specific
report. If selected then you are taken to the Edit Report page
where you are able to add additional columns on the report or
change the filters, and so on. When all changes are made click
or
button to make changes to saved reports.
on either the
button or the
button.
Note: With the exception of the Report Name section, the Edit
Report page is a copy of the New Report page and contains all
the information previously entered.
Reference: C.1 - New Report Page on page 51.
Continued on next page
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B.4 - Edit Report, continued
Example
The example below is of the Edit Report page.
Continued on next page
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B.4 - Edit Report, Continued
Existing
Reports
For reports created prior to the introduction of CO2 reporting, an
additional panel, Add CO2 emission information, displays
between the Select columns and Filters panels.
Example
The example below is of the Edit Report page, with the Add
CO2 emission information panel.
Continued on next page
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B.4 - Edit Report, continued
Procedure
Step
1
Follow the steps below to edit a report.
Action
From top navigation bar select Report, Saved reports
Result: The Saved Report page displays.
2
Select the report to be edited and click on the
Result: The Edit Report page displays.
3
Make the required changes to the report.
/
button.
Continued on next page
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B.4 - Edit Report, continued
Procedure,
continued
Step
4
5
Action
When the report has been modified you have three options, either:
 To
in which case the changes are saved to the existing
report and you are returned to the Saved Reports page, or

if the report is to be saved as a new report. Go to step 5, or

enables you to view the report prior to saving.
Result: You are taken to the Report Result page.
To save an existing report as a new report you must change the name
of the existing report. To change the name of the existing report
follow the steps below:
1. Click on the
button.
Result: the Report Name pop up window displays.
2. Enter a name for the report in the Enter a name for your Report
field.
3. Enter a created by in the Created by field.
4. Select the
button.
Result: You are returned to the Saved Reports page and a new
report is created and displays in the listing with a new name and
created by details.
Note: The original report remains unchanged.
Return to: Section B: Saved Reports
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B.5 - Edit CO2 Report
Purpose
This topic describes the Edit/Edit Report page for CO2 Reports
in DHLi.
When to
Use Edit
Use the
Reports.
Example
The example below is of the Report results page. In the
example the
button is highlighted.
or
button to make changes to saved CO2
Continued on next page
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Author(s): DHL Global Forwarding - BPO Core Systems Team
B.5 - Edit CO2 Report, Continued
Editing
Reports
Both the
button in Report Results page and the
button in Saved Reports page enable the user to modify a
specific report. If selected then the user is taken to the Edit
Report page where the user is able to:
 Access the CO2 emissions calculation disclaimer terms and
conditions
 Add or amend the transportation mode
 Add or amend the emissions standards included, or
 Change the report Date Range.
When all changes are made click on either the
button or
the
button.
Note: With the exception of the Report Name section, the Edit
Report page is a copy of the New Report page and contains all
the information previously entered.
Reference: C.1 - New Report Page on page 51.
Example
The example below is of the Edit Report page.
Continued on next page
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B.5 - Edit CO2 Report, Continued
Procedure
Step
1
Follow the steps below to edit a report.
Action
From top navigation bar select Report, Saved reports
Result: The Saved Report page displays.
2
Select the report to be edited and click on the
Result: The Edit Report page displays.
3
4
Make the required changes to the report.
When the report has been modified the user has three options, either:
/
button.
 To
in which case the changes are saved to the existing
report and the user is returned to the Saved Reports page, or

if the report is to be saved as a new report. Go to step 5, or

enables the user to view the report prior to saving.
Note: If you want to save the report as a new report, you must first
complete the Enter a name for your Report field before you click
Save and New.
Result: The user is taken to the Report Result page.
Return to: Section B: Saved Reports
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B.6 - Schedule a Report
Purpose
This topic describes the Edit Schedule page.
When to
Use
Schedule a
Report
You are able to create schedules to automatically create reports.
These reports are then either sent by E-mail or saved to the
Document Repository.
Example
The example below is of the Report, Save reports page.
Highlighted is the
button.
Tip: To sort columns into ascending or descending order click on
the column header and then the
or symbol
Continued on next page
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B.6 - Schedule a Report, Continued
Page
Sections
Sections are used to break the Edit Schedule page into
segments.

Opening a section displays the details in that segment.

Closing a section hides the details in that segment.
Section
Report info
Reports sent via emails
Reports sent to
Document Repository
File format
Report time
Frequency of Schedule
Email
Date info
Use this section to …
Details of the report. Displays the Name, Fields
Selected, Filters, Sort Order and Mode.
Reference: Report info on page 36.
Send scheduled report via E-mail.
Upload reports to the Document Repository.
Reference: Reports sent to Document
Repository on page 39.
The name of the report to be attached to the Email.
Reference: File format on page 40.
Schedule reports to print at a designated time.
The Report Time enables you to generate up to
four reports during the same day.
Reference: Report Time on page 41.
Schedule reports to print at a designated
frequency.
Reference: Frequency Of Schedule Email on
page 42
The date format of the scheduled report.
Note: The maximum number of days for a
scheduled report is 93 days.
Reference: Date info on page 43.
Continued on next page
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B.6 - Schedule a Report, Continued
Action
Buttons
The Schedule report page contains the following Action
Buttons.
Action Button
Description
Expands all the sections.
Collapses all expanded sections.
Updates the Schedule and saves to the report.
If deployed returns you to the previous page. Any
unsaved changes are lost.
Example
The example below is of the Edit Schedule page.
Continued on next page
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B.6 - Schedule a Report, Continued
Report info
The Report info section displays the criteria entered for the
report.
Example
The example below is of the Report info section.
Fields
The Report info section contains the following fields.
1
2
3
4
5
Field
Name
Fields
Selected
Filters
Sort Order
Mode
Description
Displays the name given to the report.
Displays the columns selected for the report.
Displays the filters set up for the report.
Displays the columns assigned a sort order.
Displays the product mode.
Continued on next page
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B.6 - Schedule a Report, Continued
Hyperlink in
Report
When Shipment/Housebill is selected as an included column in
the report, the housebill number displays as a hyperlink in the
report. When the hyperlink is used, the Public Tracking screen
for the selected housebill displays.
The hyperlink is available in the Excel and PDF reports, as well as
the in reports run from the screen.
Example
The example below is of a report where Shipment/Housebill is
selected as a displayed column. The housebill number displays as
a hyperlink.
Continued on next page
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B.6 - Schedule a Report, continued
Reports
sent via
emails
The Reports sent via emails section enable you are able set up
E-mail addresses that the scheduled report is to be sent.
Example
The example below is of the Reports sent via emails section.
Fields
The Reports sent via emails section contains the following
fields.
1
2
3
Field
Send
scheduled
reports via
emails
E-Mail
Addresses
Assigned
Emails
Action
Buttons
Description
A selection box. Select the box if scheduled reports are
to be sent via E-mail.
A free text box. Enter here the E-mail address of the
person(s) to receive the schedule report through E-mail.
Displays the E-mail addresses of the person(s) who are
to receive the scheduled report through E-mail.
The Reports sent via emails section contains the following
Action Buttons.
Action Button
Description
Moves the E-mail address from the E-mail Addresses field
into the Assigned Emails box.
Deletes the selected E-mail from the Assigned Emails box.
Continued on next page
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B.6 - Schedule a Report, continued
Reports
sent to
Document
Repository
Use the Reports sent to Document Repository section to
upload scheduled reports automatically to the Document
Repository.
Example
The example below is of the Reports sent to Document
Repository section. The selected repository folder is illustrated
by a yellow stripe.
Fields
The Reports sent to Document Repository section contains
the following fields.
1
2
3
4
Field
Upload
reports to
Document
repository
Report
storage
Document
repository
Don’t send
alerts
Description
A selection box. When selected you are able to select a
folder from the folder tree to where the scheduled report
is to be stored.
Note: To schedule reports either Reports sent to
Document repository and/or Send Scheduled
reports via emails must be selected.
Displays the folder tree to where you are able to send
the schedule report.
Displays the current folder path.
A selection box. When selected then the Email recipients
do not receive alerts when the schedule report is sent to
the repository.
Continued on next page
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B.6 - Schedule a Report, continued
File format
In the File format section you are able to select the type of file
to be scheduled to be sent.
Example
The example below is of the File format section.
Fields
The File format section contains the following fields.
1
2
Field
Attachment
Name
Zip
Description
Displays the name assigned to the scheduled report.
A selection box. Select the box if the scheduled report is
to be zipped (condensed).
3
Include
A selection box. Select the Include Creation Date
creation
button to include the creation date in the attachment
date+
name.
4
Include
A selection box. Select the Include Report Range
report
button to include the report range in the attachment
range+
name.
5
Container
Creates a container based report for Ocean Freight
Level Report shipments.
Notes:
 This checkbox displays for Ocean Freight shipments
only.
 This checkbox will not display if the Container column
is not selected for the report.
+ Example: Demo Test_20Jun2013_20May2013-20Jun2013
Report file attachment name = Demo Test
Creation date = 20June2013
Report Range = 20May2013-20Jun2013
Note: If the Attachment name is undefined, upon selecting the E-mail
button, a default name is assigned to the attached file.
Continued on next page
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B.6 - Schedule a Report, continued
Report Time In the Report Time section you are able to define four timepoints. The Report Time enables you to generate up to four
reports during the same day.
Example
The example below is of the Report Time section. In the
example the user has selected to run the scheduled report at 4
hourly intervals during the day.
Fields
The Report Time section has the following fields.
1
2
Function
Time GMT
Report
Times
Description
Reflects the time difference relative to GMT;
Example: GMT-5:00.
Note: The Report time, Time in GMT - is defined in
local time, defined on the user’s User Settings page.”
Drop down selection boxes. Enables you to select when
the report is to be sent in a day.
Report Time The drop down selection boxes display time options in half hour
progression from 00:00 until 23:30.
Selection
 The time in the first field is defined by default at 00:00. There
is no option to select an undefined report time in this field.
 The remaining three fields display the default option
.
indicates that no report is to be generated. If a time is
entered in these fields then additional reports are generated at
the specified time.
Continued on next page
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B.6 - Schedule a Report, continued
Frequency
Of Schedule
Email
In the Frequency Of Schedule Email section you are able to
select the timing of when the report schedule is sent by E-mail.
Example
The example below is of the Frequency Of Schedule Email
section.
Fields
The Frequency Of Schedule Email contains the following fields.
Field
1
2
3
4
5
Not
Scheduled
Daily
Weekly
(Select
Days)
Monthly
Select the
Day of the
month
End of
Month
Specific Date
Description
A selection button. Indicates that the report is not to be
scheduled. Selected is the default.
A selection button. Select Daily if the report is to be
scheduled for daily transmission.
Selection buttons. Select the day or days of the week
the report is to be scheduled for transmission.
Selection buttons. Select either:
 A day of the month from the drop down box, or
 End of Month for the report to be scheduled to be
transmitted at the end of each month.
A selection button. If the scheduled report is to be
transmitted on a specific date in the month, then select
the button and then a date from the pop up calendar.
Continued on next page
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B.6 - Schedule a Report, continued
Date info
In the Date info section you are able specify the number of days
the report is to cover up to a maximum of 93 days.
Reference: B.2 - Reports Longer than 93 Days on page 19.
Example
The example below is of the Date info section.
Fields
The Date info section contains the following fields.
1
2
Field
Date Format
Number of
days to
report back
from the day
of email
Description
The date format of the scheduled report.
A drop down box. Sets the number of days from the
current date that you require the report to run. The
maximum is 93 days.
Continued on next page
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B.6 - Schedule a Report, continued
Procedure
Step
1
2
3
4
5
Follow the steps below to schedule a report.
Note: To schedule a report the report must first be Saved As a
report and display in the Saved Reports page.
Action
From the DHLi home page select Report, Saved reports.
Result: The Saved Reports page displays.
Select the report to be scheduled.
Result: The Edit Schedule action button becomes available.
Select the
action button.
Result: The Edit Schedule page displays.
In the Reports sent via emails section select the Send scheduled
reports via emails button.
Note: To schedule reports either Send Scheduled reports via emails
and/or Reports sent to Document repository must be selected.
In the E-mail addresses field enter the E-mail address of the person
to whom the scheduled report is to be sent.
Continued on next page
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B.6 - Schedule a Report, continued
Procedure,
continued
Step
6
7
8
9
10
Action
Click the
button to move the E-mail address into the Assigned
Emails box.
Enter here the E-mail address of the person(s) to receive the schedule
report through E-mail.
Tip: It is possible to enter more than one E-mail address at a time by
separating the E-mail addresses with a comma (,).
Example: joe.bloggs@customer.com, jane.brown@customer.com,
john.doe@customer.com and so on.
If the scheduled report is to be sent to the Document Repository
Select Upload reports to Document repository button and from the
folder tree select the folder where the report is to be stored.
Note: To schedule reports either Reports sent to Document
repository and/or Send Scheduled reports via emails must be
selected.
Select the Don’t send alerts button if the E-mail address entered is
not to receive alerts of reports sent to the document repository.
In the File format section:
 Select Zip, if the attachment is to be zipped.
 In the Attachment Name field enter a name for the attachment.
 Include Creation Date, if the creation date is to be added to the
attachment name.
 Include Report Range, if the report range is to be added to the
attachment name.
In the Report Time section from the drop down selection boxes select
the time of day that the report is to be run. Up to four different times
in one day are able to be selected.
Continued on next page
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B.6 - Schedule a Report, continued
Procedure,
continued
Step
11
12
13
Action
In the Frequency of Schedule Email from the selection buttons,
select the times the report is to be run.
Note: The Not Selected button only changes to selected when either
Daily, Weekly, Monthly or Specific Date is selected.
From the Date info section select:
 Date format
 Number of days to report back from the day of email.
Note: A maximum of 93 days is able to be selected.
When all data is entered select the
button.
Result: The modified data is saved, you are returned to the Saved
Reports page and the selected report displays the Scheduled
Frequency and Email address(es).
Note: The schedule is able to be modified at any time from the Saved
Report page
button (step 3).
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B.7 - Export Report Settings
Purpose
The purpose of this topic is to describe exporting report settings.
Export
Settings
Report
When the
button is used on the Report, Saved Reports
page, in the My Reports, Others and Global tags, an Excel file
is exported with all settings of the selected report.
Note: The report contains only the columns that are visible to
the user.
Example
The example below is of the Report, Saved reports page ,for
the My Reports tag. Highlighted is the
button.
Note: The Export Settings button displays on the Others and
Global tags too.
Tip: To sort a column into ascending or descending order click on
the column header and then the
or symbol
Continued on next page
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B.7 - Export Report Settings, Continued
Procedure
Step
1
2
3
Follow the steps below to delete a report from the listing
Action
In the Report, Save Reports page, highlight the report you want to
view the report settings.
Results: The
button becomes available for use.
Hint: The Export Settings button is available in the My Reports,
Others or Global tags.
Click on the
button.
Result: The File download popup displays.
From the File Download pop up window either select to Open or Save
the report.
If ...
Then ...
the Open button
the report opens in the selected as a Excel file.
is selected
the Save button is a browser window opens and the you have the
selected
option to save the file to a local drive.
Example: Below is an example of the Excel file.
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B.8 - Delete a Report
Purpose
The purpose of this topic is to describe deleting a report.
Example
The example below is of the Report, Save reports page.
Highlighted is the
button.
Tip: To sort a column into ascending or descending order click on
the column header and then the
or symbol.
Procedure
Follow the steps below to delete a report from the listing.
Step
1
2
3
Action
In the Report, Save Reports page highlight the report that is no
longer required.
Results: The
button becomes available for use.
Click on the
button.
Result: The Delete Confirmation pop up page displays.
Click on the
button.
Result: You are returned to the Saved Reports page and the report is
removed from the listing.
Note: You are only able to delete reports from the My Reports listing.
Return to: Section B: Saved Reports
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Section C: New Report
Overview
Purpose
This section describes the New Report page and columns for
creating shipment reports in DHLi.
Contents
The table below lists the sections in this document.
C.1
C.2
C.3
C.4
C.5
C.6
C.7
-
Topic
New Report
Report Details
Select Columns
Filters
Select Sort Order
Select a Date Range
How to Create a Report
See Page
51
56
57
61
64
65
66
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C.1 - New Report Page
Purpose
This topic describes the New Report page.
Accessing
the Page
The DHLi New Report page is able to be selected either from:
 any DHLi page by placing the cursor over Report in the top
navigation ribbon and selecting the New Report from the drop
down list, or
 the Saved Reports page select
New Report
From the New Report option you are able to create a new
report, run and save the report.
Field
Display
A number of fields found in Report may be hidden. This is
managed through your DHLi Administrator. Should you require
the DHLi Report service, please contact your local DHLi Key
Account Manager.
Continued on next page
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C.1 - New Report Page, Continued
Example
The example below is of the initial New Report page. Use this
page to select the account group and report type.
Note: The report type CO2 Emission Report will only display if
your profile or domain is set up to allow CO2 reporting.
Continued on next page
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C.1 - New Report Page, Continued
Example
The example below is of the full New Report page.
Continued on next page
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C.1 - New Report Page, continued
Parts of the
New Report
Page
The New Report page contains five sections. Sections are used
to break the New Report page into segments.
 Opening a section displays the details in that segment.
 Closing a section hides the details in that segment.
Section
Report Details
Select Columns
 Create Customs
Transit Times
Filters
Select Sort Order
Select Date Range
Use this section to ….
Define the Account Group, and the Type of report
to run.
Reference: C.2 - Report Details on page 56
Manage the columns to be included in the report.
Reference: C.3 - Select Columns on page 57
 The Custom Transit Times section has two
functions:
o Create additional columns to calculate
transit times between two timestamps or
events, and
o Create custom transit times using
benchmarks – Exception Reporting.
Reference: Create Custom Transit Times on page
58
Set up filters to report on specific shipments.
Reference: C.4 - Filters on page 61.
Determine the order, ascending or descending, in
which the report results display for a selected
column.
Reference: C.5 - Select Sort Order on page 64
Determine the timeframe you require for the report.
Reference: C.6 - Select a Date Range on page 65
Continued on next page
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C.1 - New Report Page, continued
Action
Buttons
The New Report page has the following Action buttons.
Action Button
Description
Expands all sections.
Collapses all sections.
Enables you to edit the account group and report type.
Takes you to the next page in the process.
Note: This option is only visible on initial entrance to the
page.
Saves all the changes made.
Runs the report and displays the results.
If selected returns you to the previous page. Any
unsaved changes are lost.
Moves the selected column from the Available columns
box to the Chosen Columns box.
Moves the selected column from the Chosen Columns
box back to the Available Columns box.
Moves the selected column up the Chosen Columns list.
Moves the selected column down the Chosen Columns
list.
Adds a further line to the section.
Expands the selected section.
Collapses the selected section.
A pop up calendar.
Return to: Section C: New Report
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C.2 - Report Details
Purpose
The purpose of this topic is to describe the Report Details
section of the New Report page.
Report
Details
The Report Details section defines the Account Group, and
the Type of report to run.
Example
The example below is of the Report Details section of the New
Report page. There are two pages to this section. When the
Next button is deployed the page expands to display all five
sections.
Fields
The Report Details section contains the following fields.
1
Field
Account
Group
2
Report Type
Description
A drop down box from where you are able to select a
reporting account from an available list.
Note: Only Account Groups linked to your profile are
listed.
Selection buttons that enable you to select the type of
report to be created.
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C.3 - Select Columns
Purpose
The purpose of this topic is to describe the Select Columns
section of the New Report page.
Select
Columns
In the Select columns section you are able to manage the
columns to be included in the report.
Example
The example below is of the Select columns section.
Fields
The Select Columns section contains the following fields/
function.
1
2
3
Field/
Function
Available
Columns
Chosen
Columns
Create
Custom
Transit
Times
Description
A selection box. The columns selection box is populated
according to the checked product.
Displays the columns selected.
The
button enables you to create
additional columns to calculate transit times between two
timestamps or events.
Continued on next page
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C.3 - Select Columns, continued
Create
Custom
Transit
Times
In the Create Custom Transit Times section, you are able to
create reports showing the times between different timestamps.
The Custom Transit Times has two functions:
 Custom Transit times, and
 Custom Transit times using Benchmarks – Exception Reporting.
Exception Reporting is the difference between benchmark
value and actual transit time. Exception Reporting is switched
on at the Domain level. Should you require this service, please
contact your DHLi Key Account Manager.
Note: Create Custom Transit Times is an optional service.
Example
The example below is of the Custom Transit Times page. In
the example the Custom Transit Timestamp is moved to the
Chosen Columns box.
Continued on next page
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C.3 - Select Columns, continued
Fields
1
The Custom Transit Time page contains the following
fields/function.
Fields/
Function
Timestamp 1
(from Event)
2
Timestamp 2
(to Event)
3
Name
4
Exception
5
Unit of Time
Description
In the Timestamp 1 option you are able to select the
criteria required from a drop down box that lists all
available “from” timestamps.
In the Timestamp 2 option you are able to select the
criteria required from a drop down box that lists all
available “to” timestamps.
A free text box that enables you to enter a customized
name (up to a maximum of 50 characters) for the
timestamp.
A selection box. If selected then this box enables you to
create Customs Transit times using Benchmarks –
Exception Reporting. Exception Reporting is the
difference between the benchmark value and the actual
transit time.
Note: This facility is only available if switched on at
domain level. Otherwise it is grayed out and is not
necessary for Customs Transit Times. If you require
this service please contact your DHLi Key Account
Manager.
Selection boxes. By selecting a UOT you are able to
further enhance the customized timestamp to suit their
requirements.
 Business Days: Calculates the number of Business
Days by subtracting the Time Stamp 2 from Time
Stamp 1. This is the default setting.
Note: Local holidays, national holidays and weekends
are not calculated as business days.
 Calendar Days: Calculates the number of Calendar
Days by subtracting the selected Time Stamp 2 from
Time Stamp 1.
Note: Local holidays, national holidays and weekends
are included in this calculation.
Continued on next page
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C.3 - Select Columns, Continued
Fields,
continued
Fields/
Function
6
Description
Adds the newly create Custom Transit Time to the
Chosen Columns box and refreshes the screen.
If the Exception button is selected, then the following
columns are added:
 A new custom transit time
 Custom transit time against the benchmark. This is
prefixed with EXC_.
Return to: Section C: New Report
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C.4 - Filters
Purpose
The purpose of this topic is to describe the Filters section of the
New Report page.
Filters
In the Filters section you are able to set up filters to report on
specific shipments.
Example
The example below is of the Filters section.
Continued on next page
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C.4 - Filters, continued
Fields
The Filters section contains the following fields.
1
Field
Column
2
Condition
3
Value
4
AND/OR
Description
A drop down list. Displays the columns included for the
report.
A drop down list. Displays the conditions to which the
value is to be gauged.
Available choices include:
=
 <>
>
 >=
<
 <=
 begins with
 ends with
 is blank
 is not blank
 is in
 is not in
 - days
 + days
Note: The options available depend on the column type
being filtered, not all options are on permanent display.
A free text box. Enter here the value to which the
conditions are to be measured.
Selection buttons. Enables you to set up search criteria
to follow either an AND logic or an OR logic.
Continued on next page
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C.4 - Filters, continued
How the
An example of how the filters work is given below:
Filters Work
Example shipments
Housebill
123456
98765
25342
134522
194874
Origin Terminal Code
YYY
XXX
XXX
YYY
ZZZ
Product Code
ABC
ABC
ABC
C
AB
If you select:
Filter 1: Housebill = 123456
OR
Filter 2: Origin Terminal Code = XXX
AND
Filter 3: Product Code = ABC
Then the result is:
Housebill
123456
98765
25342
Origin Terminal Code
YYY
XXX
XXX
Return to: Section C: New Report
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C.5 - Select Sort Order
Purpose
The purpose of this topic is to describe the Select Sort Order
section of the New Report page.
Select Sort
Order
In the Select sort order section you are able to determine the
order, ascending or descending, in which the report results
display for a selected column.
Example
In the example below of the Select sort order section, the Sort
order columns drop down list displays the available columns.
Fields
The Select Sort Order section contains the following fields.
2
Function
Sort order
columns
Ascending
3
Descending
1
Description
A drop down list. Displays the columns included for the
report.
A selection box. When selected arranges the report
results in ascending order, that is lowest to highest.
A selection box. When selected arranges the report
results in descending order, that is highest to lowest.
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C.6 - Select a Date Range
Purpose
The purpose of this topic is to describe the Select a Date Range
section of the New Report page.
Select a
Date Range
The Select a Date Range section determines the timeframe
that you require for the report.
Note: The date range on a report is limited to 1 year. If the start
date is more than a year prior, an warning message “Start date
cannot be earlier than 1 year ago” will display.
Example
The example below is of the open calendar window.
Fields
The Select Date Range section contains the following fields.
Fields
Start/ End Date
Description
A pop up selection calendar. Select a start and end
range for the report.
Return to: Section C: New Report
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C.7 - How to Create a Report
Purpose
This topic describes the procedure for creating a report.
Procedure
Follow the steps below to create a report.
Step
1
2
3
Action
From either:
 the top navigation bar select Report, New Report, or
 from the Saved Reports page select Create New Report, or
 click on Report in the landing page and then click on Create New
Report from the Saved Report page.
Result: The New Report page displays.
In the Report Details section, select
 the Account Group, and
 a Report Type
In the Select Columns section select required columns from the
Available Columns list and using the
to the Chosen Columns box.
4
button move the column(s)
Tip: Use the
and
buttons to move columns between the boxes
and the
up and
down arrows to arrange the order of the
columns in the report.
If required, click Create Custom Transit Times to create customized
timestamps to measure transit times in the report. If Create Custom
Transit Times is not required go to step 5.
1.
Select the Timestamp 1 (From Event) from the drop down list.
2.
Select the Timestamp 2 (To Event) from the drop down list.
3.
Enter a name of the column to appear in the report,
4.
Select the Exception box to include exceptions in the report.
Only available is Domain setting is switched on.
5.
Select a Unit of Time for the timestamps to reflect. Options
available are: Business Days, Calendar Days, or Hours.
6.
Select the
Add button to add another set of timestamps to
the report, or click Add to Chosen Columns to save the
timestamps selected.
Continued on next page
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C.7 - How to Create a Report, continued
Procedure,
continued
Step
5
6
7
Action
Create any filters.
1.
Select the column to use for the filter. Note: You are only able
to select columns included within the report.
2.
Select the report criteria used. Example: You can include
records that begin with the selected word. Available options
are:
 =
 <>
 >
 >=
 <
 <=
 begins with
 ends with
 is blank
 is not blank
 is in
 is not in
 -days
 +days
Note: The options available depend on the column type being
filtered, not all options are on permanent display.
3.
Enter the information for filtering.
Notes:
 You may not enter multiple values in one field.
 If entering a date, then use only the date format shown to
the right of the field.
4.
If using multiple filters, then indicate if the search should
include the previous filter and the additional filter, or if the filter
should search for the previous filter or the additional filter.
Select the sort order. From the Select sort order drop down box,
select the required column and then select either the Ascending or
Descending button. Select the
Add button to enter additional
sorts.
Select a date range. Either enter a date manually or select a date
from the pop up calendar
.
Note: The date range on a report is limited to 1 year. If the start date
is more than a year prior, an warning message “Start date cannot be
earlier than 1 year ago” will display.
Continued on next page
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C.7 - How to Create a Report, continued
Procedure,
continued
Step
8
9
10
Action
When all the information has been entered select the
button to
process the report.
Note: A report must be run before it can be saved into the Saved
Reports page.
Result: The Report result page displays. Reference: Section E:
Report Results on page 79.
Check the run report and if necessary edit the report by clicking on the
button.
Result: You are taken to the Edit Report page. This page is an exact
copy of the Create New Report page and contains the same
information as previously entered. You are able to run and edit the
report as often as required.
When the report format meets requirements you have the option to
either:
Result the Save Report page displays.
Result the Export Report page displays.
Result the Email Report page displays
Result the File Download pop up window displays.
Reference: Section E: Report Results on page 79 for guidelines on
how to use these buttons.
Note: If only an ad hoc report is required, then it is not necessary to
save the report.
Return to: Section C: New Report
Top of the Document
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Section D: New CO2 Report
Overview
Purpose
This section describes the New CO2 Report page and columns
for creating shipment reports in DHLi.
Contents
The table below lists the sections in this document.
D.1
D.2
D.3
D.4
D.5
Topic
– New CO2 Report Page
- Report Details
– Selection Criteria
– Select a Date Range
- How to Create a New CO2 Report
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73
74
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D.1 – New CO2 Report Page
Purpose
This topic describes the New CO2 Report page.
Accessing
the Page
The DHLi New CO2 Report page is able to be selected either
from:
 any DHLi page by placing the cursor over Report in the top
navigation ribbon and selecting the New Report from the drop
down list, or
 the Saved Reports page select
New Report
From the New CO2 Report option the user is able to create a
new CO2 report, run and save the report.
CO2 Report
Access
The New CO2 Report is only available if the user profile or
domain is set up to allow for creation of CO2 reports.
Example
The example below is of the initial New Report page. Use this
page to select the account group and report type.
Reference: C.2 - Report Details on page 56
Continued on next page
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D.1 – New CO2 Report Page, Continued
Example
The example below is of the full New CO2 Report page.
Parts of the
New Report
Page
The New Report page contains five sections. Sections are used
to break the New Report page into segments.
 Opening a section displays the details in that segment.
 Closing a section hides the details in that segment.
Section
Report Details
Selection Criteria
Select a Date Range
Use this section to …
Define the Account Group, and the Type of report to
run.
Reference: D.2 - Report Details on page 73
Select the transportation mode, and the CO2 emission
standards to apply.
Reference: D.3 – Selection Criteria on page 74
Determine the timeframe the user requires for the
report.
Reference: D.4 – Select a Date Range on page 76
Continued on next page
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D.1 – New CO2 Report Page, Continued
Action
Buttons
The New CO2 Report page has the following Action buttons.
Action Button
Description
Expands all sections.
Collapses all sections.
Enables the user to edit the account group and report
type.
Takes the user to the next page in the process. Note:
This option is only visible on initial entrance to the
page.
Saves all the changes made.
Runs the report and displays the results.
If selected returns the user to the previous page. Any
unsaved changes are lost.
Expands the selected section.
Collapses the selected section.
A pop up calendar.
Return to: Section D: New CO2 Report
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D.2 - Report Details
Purpose
The purpose of this topic is to describe the Report Details
section of the New CO2 Report page.
Report
Details
The Report Details section defines the Account Group, and
the Type of report to run.
Example
The example below is of the Report Details section of the New
Report page. There are two pages to this section. When the
Next button is deployed the page expands to display all five
sections.
Fields
The Report Details section contains the following fields.
1
Field
Account Group
2
Report Type
3
CO2 Report
Disclaimer
Terms and
Conditions
Description
A drop down box from where the user is able to select a
reporting account from an available list.
Note: Only Account Groups linked to the user’s profile
are listed.
Selection buttons that enable the user to select the type
of report to be created.
A link to the CO2 Report disclaimer and terms and
conditions.
Return to: Section D: New CO2 Report
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D.3 – Selection Criteria
Purpose
The purpose of this topic is to describe the Selection Criteria
section of the New CO2 Report page.
Selection
Criteria
In the Selection Criteria section the user is able to manage the
columns to be included in the report.
Transportat
ion Mode
Selection
You must select at least 1 transporation mode for your report. If
you do not select a transportation mode, an error message will
display.
CO2
Equilavent
Emission
Selection
You must select at least 1 CO2 Equilavent Emission standard for
your report. If you do not select a transportation mode, an error
message will display.
Example
The example below is of the Select columns section.
Continued on next page
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D.3 – Selection Criteria, Continued
Fields
1
2
The Select Columns section contains the following fields/
function.
Field
Transportation
Mode
CO2 Equivalent
Emissions
Description
Select the transportation mode to include in the
CO2 Report.
Note: CO2 Reporting is only available for Air,
Ocean or both. CO2 Reporting is not available for
US Domestic shipments.
Select the CO2 emission standard to apply for the
report columns.
Note: If both standards are selected, columns for
each will display in the report.
Return to: Section D: New CO2 Report
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D.4 – Select a Date Range
Purpose
The purpose of this topic is to describe the Select a Date Range
section of the New CO2 Report page.
Select a
Date Range
The Select a Date Range section determines the timeframe the
user requires for the report.
Note: The date range on a report is limited to 1 year. If the start
date is more than a year prior, an warning message “Start date
cannot be earlier than 1 year ago” will display.
Example
The example below is of the open calendar window.
Fields
The Select Date Range section contains the following fields.
Fields
Start/ End Date
Description
A pop up selection calendar. Select a start and end
range for the report.
Return to: Section D: New CO2 Report
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D.5 - How to Create a New CO2 Report
Purpose
This topic describes the procedure for creating a CO2 report.
Procedure
Follow the steps below to create a CO2 report.
Step
1
2
3
4
5
6
Action
From either:
 the top navigation bar select Report, New Report, or
 from the Saved Reports page select Create New Report, or
 click on Report in the landing page and then click on Create New
Report from the Saved Report page.
Result: The New Report page displays.
In the Report Details section, select
 the Account Group, and
 a Report Type CO2 Emission Report.
In the Selection Criteria section:
 Select the Transportation Mode, and
 Select the CO2 Equilavent Emission standards you want to include
in the report.
Note: You must select at least 1 transportation mode and 1 CO2
Emission standard or an error message will display.
Select a date range. Either enter a date manually or select a date
from the pop up calendar
.
Note: The date range on a report is limited to 1 year. If the start date
is more than a year prior, an warning message “Start date cannot
be earlier than 1 year ago” will display.
When all the information has been entered select the
button to
process the report.
Note: A report must be run before it can be saved into the Saved
Reports page.
Result: The Report result page displays.
Reference: Section E: Report Results on page 79
Check the run report and if necessary edit the report by clicking on
the
button.
Result: The user is taken to the Edit Report page. This page is an
exact copy of the Create New Report page and contains the same
information as previously entered. The user is able to run and edit the
report as often as required.
Continued on next page
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D.5 - How to Create a New CO2 Report, Continued
Procedure,
continued
Step
7
Action
When the report format meets requirements the user has the option
to either:
Result the Save Report page displays.
Result the Export Report page displays.
Result the Email Report page displays
Result the File Download pop up window displays.
Reference: Section E: Report Results on page 79 for guidelines on
how to use these buttons.
Note: If only an ad hoc report is required, then it is not necessary to
save the report.
Return to: Section D: New CO2 Report
Top of the Document
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Section E: Report Results
Overview
Purpose
The purpose of this section is to describe the Report Results
page.
Contents
The table below lists the topics in this section.
Topic
E.1
E.2
E.3
E.4
E.5
E.6
-
See Page
80
82
84
85
88
90
Report Results Page
Save as New
Edit Report
Export Report
Email Report
Print
Field
Display
A number of fields found in Report Results may be hidden.
This is managed through your DHLi Administrator. Should you
require the DHLi Report Results service, please contact your
local DHLi Key Account Manager.
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E.1 - Report Results Page
Purpose
The purpose of this topic is to describe the Report Results
page.
Accessing
the Page
The Report Results Page is accessed when the report has been
run.
Example
The example below is of the Report results page.
Fields
The Report Results page contains the following fields.
1
2
3
4
Field
Account
Group
Period
Report
Columns
Shipments
Description
Displays your reporting account group.
Displays the date range selected for the report
The report result displaying the columns selected.
Displays the number of shipments contained in the
report.
Continued on next page
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E.1 - Report Results Page, continued
Action
Buttons
Action
Button
Page
Selectors
The Report Results page contains the following Action Buttons.
Description
Enables you to move easily between the report pages.
 Displays the number of pages that contain shipment records.
 Displays the page numbers. 678910
Tip: Select the page number to toggle between pages.
Takes you to the first page.
Takes you to the last page.
Takes you to the previous page.
Options
Takes you to the next page.
Five options for you to select when the report has been run.
The options are:
Return to: Section E: Report Results
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E.2 - Save as New
Purpose
The purpose of this topic is to describe the
option on
the Report Results page and the Edit Report page.
The
option allows you to save the template (not the
report dump), so that the report is able to be re-run at any time.
Example
The example below is of the Save Report pop up page.
Continued on next page
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E.2 - Save as New, continued
Procedure
Step
1
Follow the steps below to save a report.
Action
From the Report results page click on the
button.
Result: The Save Report pop up window displays.
2
3
From the Save Report pop up window enter:
 a name for your report in the field provided.
 the name of the creator of the report in the field provided.
Click on the
button to save the report.
Result: The report displays in the Saved Reports page.
Note: The
button, if selected, returns you to the Report
Results page. All unsaved changes are lost.
Return to: Section E: Report Results
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E.3 - Edit Report
Purpose
The purpose of this topic is to describe the
/
the Saved Reports and Report results pages.
Edit Report
The
/
options allow you to edit a specific report. If
selected then you are taken to the Edit Report page where you
are able to add additional columns on the report or change the
filters, and so on. When all changes are made click on either
,
or
.
Note: The Edit Report page is a copy of the Create Report
page and contains all the information previously entered.
Reference: B.4 - Edit Report on page 25
Return to: Section E: Report Results
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E.4 - Export Report
Purpose
The purpose of this topic is to describe the
Report Results page.
option on the
Export
Report
The
option enables you to download the report in CSV,
Excel, XML or PDF formats. In addition, from this page you are
also able to customize the date format (this is the date the report
was created) of the reports.
Example
The example below is of the Export Report page.
Export
Report for
Ocean
Freight
When exporting a report for Ocean Freight shipments, a
checkbox, Container Level Report, displays on the Export
Report. When checked, the layout of the report is container
based.
Note: If the Container column is not selected in the report, the
Container Level Report checkbox will not display.
Continued on next page
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E.4 - Export Report, continued
Example
The example below is of the Export Report page for Ocean
Freight, showing the Container Level Report option.
Continued on next page
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E.4 - Export Report, continued
How to
Export the
Report
Step
1
2
3
4
5
Follow the steps below to export the report.
Action
From the Report results page click on the
button.
Result: The Export Report page displays.
Select a date format. This option adds the current date to the file
name. Date formats are:
 MM/DD/YY Example:MAY072013
 DD/MM/YY Example: 07MAY13
Select the report format. Format options are CSV, Excel, XML or PDF.
Click the Export button.
Result: The File Download pop up window displays.
From the File Download pop up window either select to Open or Save
the report.
If ...
Then ...
the Open button is selected
the report opens in the selected
format. That is:
CSV, XLS, XML or PDF
the Save button is selected
a browser window opens and the
you have the option to save the
file to a local drive.
Return to: Section E: Report Results
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E.5 - Email Report
Purpose
The purpose of this topic is to describe the
Report Results page.
option on the
Email
Report
The
mail.
Example
The example below is of the Emailing My Report Data page.
option enables you to send the report direct by E-
Continued on next page
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Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
E.5 - Email Report, continued
How to
Email the
Report
Step
1
2
3
4
5
6
7
8
9
10
11
12
Follow the steps below to E-mail the report.
Action
From the Report results page click on the
button.
Result: The Emailing My Report Data page displays.
Enter the E-mail address of the recipient in the Email address (To)
field.
Note: The maximum size of a file is 5MB and/or 65000 rows of an
Excel spreadsheet.
Enter a subject line for the report in the Subject field.
In the Email address (CC) field, enter any additional parties who are
to receive copies of the report.
In the Email address (BCC) field, enter any additional parties who
are to be “blind copied” to receive the report. If BCC is used to send
E-mails, then the E-mail addresses of the BCC recipients does not
display in either the “To” or “CC” of the sent E-mail.
Enter a name for the report in the Attachment Name field. At this
step you are also able to select to automatically include the Creation
date and/or Report range in the report name.
Note: The attachment name format is the
Attachment Name_Extract Date_Date Range, with an underscore
between each item.
Example: Sample Report_12Dec2012_09Sep12-10Dec12
Select to include the extract date and/or date range in the report
name.
Enter any comments to be included in the E-mail.
Select the date format. This is the date the report was created.
Select a format for the report.
Indicate if the file should be zipped when sent.
Note: The maximum size of a zipped file is 5MB.
Click on the Email button to send the report.
Result: The Email Confirmation page displays.
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E.6 - Print
Purpose
The purpose of this topic is to describe the
Report Results page.
Print
The
Example
The example below is of the File Download pop-up window.
option on the
option enables you to either print or save the report.
Continued on next page
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E.6 - Print, continued
How to
Print the
Report
Step
1
2
Follow the steps below to print/save the report.
Action
From the Report results page click on the
button.
Result: The File Download pop-up window displays.
From the File Download pop up window either select to Open or
Save the report.
If ...
the Open button is selected
the Save button is selected
Then ...
the report opens in the selected
format. That is:
CSV, XLS, XML or PDF. You are
then able to print the file in the
normal way.
a browser window opens and you
have the option to save the file
to a local drive.
Return to: Section E: Report Results
Top of the Document
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Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
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Section F: Report Settings
Overview
Purpose
This section describes the Report Settings module.
Contents
F.1
F.2
F.3
F.4
F.5
-
Topic
Report Settings
Number of Shipments Per Page
Export Settings
E-mail Settings
How to Set Defaults
Top of the Document
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See Page
93
95
96
97
98
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Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
F.1 - Report Settings
Purpose
This topic describes where to access the Report Settings
module in DHli.
When to
Use Report
Settings
Use Report Settings to set defaults for Report.
Field
Display
Some fields found in Report Settings page may be hidden.
This is managed through the Profile option found in Manage
Companies. Maintenance is completed when setting up a
domain. Manage Companies is controlled by the DHLi
Administrator and is able to be changed at any time.
Accessing
Report
Settings
The DHLi Service settings - Report page is able to be selected
as follows:
 From any DHLi page by placing the cursor over Settings in the
top navigation links and selecting Service settings.
Result: The Service Settings page displays. The default is
the Service settings for Booking page.
 From the Service settings for Booking page, from the top
navigation path select Report.
Continued on next page
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F.1 - Report Settings, continued
Report
Settings
In the Report Settings page you are able to define the number
of shipments per page, defaults for export settings and E-mail
account to which the report is to be sent.
Example
The example below is of the Service Settings page for Report.
Page
Sections
There are three sections in the New Report page. Sections are
used to break the Edit Schedule page into segments.
Section
Number of shipments
per page
Export Settings
E-mail Settings
Use this section to …
Select the number of shipment records to
displays on the Report Results page.
Reference: F.2 - Number of Shipments Per Page
on page 95.
Select the default date format, and file format of
reports.
Reference: F.3 - Export Settings on page 96.
Select the default E-mail address, file format and
date format of reports.
Reference: F.4 - E-mail Settings on page 97.
Return to: Section F: Report Settings
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F.2 - Number of Shipments Per Page
Number of
shipments
per page
Enables you to define the number of records to be displayed on
the Report Results page. A drop down box enables you to
select either 10, 15, 50 or 100 records.
Example
The example below is of the Number of shipments per page
section.
Return to: Section F: Report Settings
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F.3 - Export Settings
Export
Settings
Enables you to define the default date format and file format for
export reports.
Example
The example below is of the Export Settings section.
Fields
The Export Settings section contains the following fields.
1
Field
Date Format
2
File Format
Description
Selection boxes. The date format for Exported reports.
You are able to choose between either:
 MM/DD/YY=Month/Day/Year
Example: 05/15/13 (May 15 2013)
 DD/MM/YY=Day/Month/Year
Example: 15/05/13 (15 May 2013)
Selection boxes. You are able to select the file format
for exported reports. Only one format is able to be
selected.
Return to: Section F: Report Settings
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F.4 - E-mail Settings
E-mail
Settings
From the E-mail Settings section you are able to define the
default E-mail Address, File Format and Date for reports sent by
E-mail.
Example
The example below is of the E-mail Settings section.
Fields
The E-mail Settings section contains the following fields.
1
Function
E-mail
Settings
2
File Format
3
Date Format
Description
A free text box. You are able to enter here the default Email address to be used for sending reports by E-mail.
The E-mail address defaults from the User Settings
page.
Selection boxes. You are able to select the default file
format for reports to be sent by E-mail. Only one format
is able to be selected.
Selection boxes. The default date format for Exported
reports. You are able to choose between either:
 MM/DD/YY=Month/Day/Year
Example: 05/15/13 (May 15 2013)
 DD/MM/YY=Day/Month/Year
Example: 15/05/13 (15 May 2013)
Return to: Section F: Report Settings
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F.5 - How to Set Defaults
Purpose
This topic describes the procedure for setting defaults for reports.
Procedure
Follow the steps below to set up defaults for reports.
Step
1
2
3
4
Action
Either from
 The navigation ribbon select Report, Report Settings.
or,
 By placing your cursor over Settings in the top navigation
ribbon and selecting the Service Settings module and then
Report.
Result: The Service Settings for Report page displays.
From the page sections select the preferred settings from the
given options.
When all required information has been completed, select the
button.
Result: The changes are saved.
To exit the page, select an option from the top navigation
ribbon.
Return to: Section F: Report Settings
Top of the Document
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Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
Section G: History of Change
Revision
History
The table below lists revisions to this document.
Note: This tales does not list spelling, grammatical or formatting
revisions.
Reference/Map/Block
B1 Saved Reports/Report
Selection Tags
B4 E-mail Settings/Email Address Field
Timestamp Columns
F.5 - How to Set
Defaults/ DHLi Login
Page
A.2 – Helpful Hints /
DHLi Help Desk
A.4 About Report / Parts
of the Report Module /
Saved Reports
B.1 – Saved Reports /
Example
B.1 – Saved Reports /
Action Buttons
B.1 – Saved Reports, B.3
Report Selction Tags, B.5
Schedule a Report, New
Saved Report page
examples
B.6 – Export Report
Settings
B.7 – Delete Report
C.3 – Select
Columns/Example
C.3 - Select Columns /
Fields / Row 6
Description
Date
08DEC13
E-mail address default change.
Various page examples changes to
reflect the change.
Changes made to add the prefix
“Timestamp” to all column names that
display the date and time. Various
page examples updated.
Updated page example
08DEC13
Updated page example
12Oct14
Added download saved report set-up
12Oct14
Note added.
08DEC13
12Oct14
Updated page example to add new
12Oct14
Export Settings button
Added description of new Export
12Oct14
Settings button to Saved Reports
page and new page example
Updated various page examples of the 12Oct14
Saved Report page throughtout the
manual to include the new Export
Settings button
New section added for the Saved
Reports, Export Settings button
Section number amended
Updated page example
12Oct14
Updated page example
12Oct14
12Oct14
12Oct14
Continued on next page
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Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
Section G: History of Change, Continued
Revision
History,
continued
Reference/Map/Block
D.1 – Report Results
Page / Example
A.1 – Logging on to
DHLi / DHLi Login Page
A.2 – Helpful Hints /
DHLi Help Desk
B.1 – Saved Reports /
Example
B.1 – Saved Reports /
Fields / Item 4
B.1 – Saved Reports /
Example
B.4 – Edit Report /
Example
B.4 – Edit Report /
Editing Report
B.4 – Edit Report /
Existing Reports
B.4 – Edit Report /
Example
B.4 – Edit Report /
Procedure / Step 4
B.5 – Edit CO2 Report
C.1 – New Report Page /
Example
C.1 – New Report Page /
Example
C.2 – Report Details /
Example
Section D: New CO2
Report
B.6 - Schedule a Report
/ Hyperlink in Report
Description
Updated page example
Date
12Oct14
Updated page example
14Dec14
Updated page example
14Dec14
New page example
22Mar15
Added new symbols for CO2 Report
22Mar15
New page example
22Mar15
New page example
22Mar15
Corrected Save Report button
22Mar15
Added new block for Existing Reports
Add CO2 Emission Information panel
Added page example
22Mar15
Corrected Save Report button
22Mar15
Added new section for CO2 Reporting
New page example
22Mar15
22Mar15
New page example
22Mar15
New page example
22Mar15
Added new section for CO2 Reporting
22Mar15
New blocks added for hyperlink in
report.
31Jul15
22Mar15
Continued on next page
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DHL©2016
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Number: DHLi-EXT-RP
Version: 2.6
Date:Nov 2016
Author(s): DHL Global Forwarding - BPO Core Systems Team
Section G: History of Change, Continued
Revision
History,
continued
Reference/Map/Block
B.1 - Saved Reports /
Report Selection Tags
B.2 - Reports Longer
than 93 Days /
Procedure / Step 1
B.3 - Report Selection
Tags / Report Selection
Tags
B.3 - Report Selection
Tags / Global
B.6 - Schedule a Report
/ Example
B.6 - Schedule a Report
/ Fields
C.6 - Select a Date
Range / Select a Date
Range
C.7 - How to Create a
Report / Procedure /
Step 7
D.4 – Select a Date
Range / Select a Date
Range
D.5 - How to Create a
New CO2 Report /
Procedure / Step 4
E.4 - Export Report /
Export Report for Ocean
Freight
E.4 - Export Report /
Example
Header – Footer
Description
Note added
Date
29 Nov 15
Note added
29 Nov 15
Note added
29 Nov 15
Note added
29 Nov 15
New page example
29 Nov 15
Added Container Level Report
checkbox
Note added
29 Nov 15
Note added
29 Nov 15
Note added
29 Nov 15
Note added
29 Nov 15
New block added
29 Nov 15
New block added and page example
added.
Now logo and version updated
29 Nov 15
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