Skip to main content

Report subscriptions

In this section:
Report_subscriptions_-_Lane_subscriptions.png

If you have administrator access, you can use the Admin Panel page to configure automated shipment reports by shipping lane or per users.

Note

This section is only accessible for users with Admin access to the Controlant Platform (SCM).

In the Admin Panel, in the Company Control Panel menu, click Report subscriptions.

Lane Subscriptions

Account Admin -­ Lane Subscriptions page

You can use the Lane Subscriptions page to view and manage quality report subscriptions for lanes (origin-destination pairs).

A subscription means a user will receive an email with the quality report for each shipment on that lane that meets the configured excursion severity level.

Note

You can add a subscription to:

  • users registered in the Controlant Platform (SCM)

  • non-users, by supplying an email address

In the Admin Panel, in the Company Control Panel menu, in the Report Subscriptions area, click Lane subscriptions.

The Lane subscriptions page appears.

Table 14. Lane selection

Item

Description

Origin

Origin location of lane.

Destination

Destination location of lane.



Table 15. Users table

Item

Description

Users

Name of user who has a subscription to the selected lane.

Username

Username of user.

Excursion severity level

Excursion severity level to set for notifications for this user on this lane:

  • None - user will receive a quality report by email for each shipment on this lane where there was no excursion.

  • Low - user will receive a quality report by email for each shipment on this lane that had an excursion with severity level low.

  • Medium - user will receive a quality report by email for each shipment on this lane that had an excursion with severity level medium.

  • High - user will receive a quality report by email for each shipment on this lane that had an excursion with severity level high.

Note

For a user to receive a quality report by email for every shipment on the lane, you need to check all of the above.



Table 16. Add subscriptions 

Item

Description

Add users

Add a subscription to a user by selecting from a list of users, in [name of user] ([username]) format.

Users

Select user you want to add a subscription to from the list.

Excursion severity level

Excursion severity level to set for notifications for this user on this lane:

Add email (non-user)

You can add a subscription to someone who is not registered as a user, by supplying an email address.

Add non-user

Email address to add a subscription for.

Excursion severity level

Excursion severity level to set for notifications for this non-user on this lane:

Add button

Click to add the user / non-user.

Elipsis.png

Available actions:

Pencil.png Edit subscription

Trash.png Delete subscription



  1. Click +Add new subscription. The Create a new lane subscription dialog appears.

    Report_subscriptions_-_Lane_subscriptions_-_Create.png
  2. Under Subscribers, choose who to subscribe:

    1. To subscribe registered users, select Users, and then in the Users list, select one or more users.

    2. To subscribe someone who isn’t a registered user, select E-mail, and then type their email address.

  3. Under Locations, set the lane:

    1. In the Origin list, select the origin location.

    2. In the Destination list, select the destination location.

    Tip

    Origin and destination are set to [Any origin] and [Any destination] by default. Keep both defaults to subscribe to all lanes. Change only one to subscribe to all lanes coming from a specific origin or going to a specific destination.

  4. Under Excursion levels, select one or more levels. Subscribers receive an email with the quality report for each shipment on the lane that matches a selected level:

    1. If you want the user to receive an email with the quality report for each shipment on this lane — whether there was an excursion or not — click to select None.

    2. If you want the user to receive an email with the quality report for each shipment on this lane that had an excursion with severity level low, click to select Low.

    3. If you want the user to receive an email with the quality report for each shipment on this lane that had an excursion with severity level medium, click to select Medium.

    4. If you want the user to receive an email with the quality report for each shipment on this lane that had an excursion with severity level high, click to select High.

    Tip

    To receive a quality report for every shipment on the lane, select None, Low, Medium, and High.

  5. Click Create. The subscription is created and appears in the Lane subscriptions table.

User subscriptions

Account Admin -­ User Subscriptions - page

You can use the User subscriptions page to manage quality report subscriptions for users.

A subscription means a user will receive an email with the quality report for each shipment on that lane that meets the configured excursion severity level.

In the Admin Panel, in the Company Control Panel menu, in the Report Subscriptions area, click User subscriptions.

The User subscriptions page appears.

Table 17. Users  list

Item

Description

Users

List of active users in the system.

For more information on how to manage users, see User Management.



Table 18. Lane subscription table

Item

Description

Origin

Origin location of lane.

Destination

Destination location of lane.

Excursion severity level

Excursion severity level to set for notifications for this user on this lane:

Note

For a user to receive a quality report by email for every shipment on the lane, you need to check all of the above.

Add button

Click to add a new user subscription.

Elipsis.png

Available actions:

Pencil.png Edit subscription

Trash.png Delete subscription



  1. Click Add new subscription. The Create a new user subscription dialog appears.

    Account Admin -­ User Subscriptions - select Origin-Destination
  2. Under Subscriber, in the User list, select the user.

  3. Under Locations, set the lane:

    1. In the Origin list, select the origin location.

    2. In the Destination list, select the destination location.

  4. Under Excursion levels, select one or more levels. Subscribers receive an email with the quality report for each shipment on the lane that matches a selected level:

    1. If you want the user to receive an email with the quality report for each shipment on this lane — whether there was an excursion or not — click to select None.

    2. If you want the user to receive an email with the quality report for each shipment on this lane that had an excursion with severity level low, click to select Low.

    3. If you want the user to receive an email with the quality report for each shipment on this lane that had an excursion with severity level medium, click to select Medium.

    4. If you want the user to receive an email with the quality report for each shipment on this lane that had an excursion with severity level high, click to select High.

  5. Click Create. The subscription is created and appears in the User subscriptions table.