How to Create a Returns Report

How to Create a Returns Report

Learn how to create a returns report to easily keep track of all your data related to returned items in your warehouse.

When you need to create Return Labels, you can create a report that compiles all the information related to all your returns within a specific time period. This article will walk you through the steps to create a Returns Report so you can keep track of this data.

You will need to have a Billing Code Type for Returns setup before you create your Smart Filter.

  1. Go to Manage User Reports
  2. Click ‘Create New’ and select Data Report
  3. Create a Smart Filter on the Billing Code table

Pro Tip: If you are a 3PL warehouse, be sure to create a separate filter and report for each LOB in your warehouse.

Ex 1: Date: Within the Last 1 Month

Ex 2: Billing Code Type: RETURN (Return Charge)

  1. Select the Smart Filter you created
  2. Name your document
  3. Select if you want a Heater Row and/or Footer Row
  4. Hit ‘Save’

Example Report: