From the table view, the CSV export follows your table: the same columns, the same grouping and the same sort. Useful for a report or a list to send, with no reworking in Excel.
Step by step:
1. In Shipments, switch to the table view and set it up: filters, columns, grouping and sort (see How to use the table view of the shipments list?).
2. Click Export .csv in the toolbar.
3. Pick the Creation date range of the shipments to export (one year max, no future dates), then click Next. Your active filters apply on top of it.
4. Check how many shipments will be exported, then what the file holds:
- Group by: your table's grouping becomes the first column of the file, sorted A–Z. You can pick another one, or none.
- Columns: your table's columns are already ticked. Add or remove some; Reset to my table undoes your changes.
- The sort, at the bottom, follows your table.
5. Click Request export.
Result: you get a download link by email, valid for 1 day. The file has one row per shipment, with your columns in your table's order, for every matching shipment, not only the ones on the page you're on.
Example: group your active sea shipments by Consignee, show the container number, POD and ETA, then export: each consignee's shipments sit together in the file, ready to filter or pivot.
Good to know:
- An export holds up to 250,000 shipments. Above that, shorten the range or narrow your filters.
- One export at a time: you can request another once you've received the email for the first.
- When a field has several values (several carriers, for example), they share one cell.
- From the standard and condensed views, Export .csv gives the usual fixed-format export.
- To open the file in Excel, see How to transform a CSV file into an Excel format?