Reporting Product Overview

About Shipium reporting

One of Shipium’s key features is critical reporting that helps you better understand your business, customers, and operations. Shipium’s business intelligence (BI) tool visualizes data from the Shipium platform, providing a clear view of key metrics to help you track trends and make data-driven decisions. In the reporting environment, you’ll have access to flexible dashboards that allow filtering by time period and detailed drill-downs.

Shipium currently supports the following dashboard reporting:

Shipium also offers Shipium Orca AI Analytics, a separate analytics platform with its own dashboard suite and AI-powered query capabilities. If you have access to Shipium Orca AI Analytics, see the Shipium Orca AI Analytics documentation for setup and usage guidance.

Customer data security

With Shipium’s reporting applications, you can count on your data being secure.

User roles and permissions

Users have the following role-based permissions:

An authorized Admin user can add account members as new users by selecting More from the top menu bar.

Next, you'll need to select Admin within the More menu.

Within the Admin menu, you'll select People in the Governance category.

Finally, you can select Add New Person and complete steps to add a new person from your organization.

Access Shipium reports

To access Shipium reports, you’ll need to log in:

  1. Go to the Shipium-provided URL. It will look like: [www.shipium-customer name].domo.com.
  2. Log in using your credentials: email, password, and a multi-factor authentication (via phone or email).

Next, you’ll navigate to the dashboard you wish to view:

Best practices for using our reporting tool

Navigate dashboards

Each dashboard is composed of individual cards. You’ll use the filters at the top of the screen, with date filters available in the top-right corner. When filters are applied, all cards in the dashboard will automatically refresh. Some date filters may exceed the dataset's time frame, which is documented within the dashboard.

Export data

To export the full dashboard, you’ll click the Share button in the top-right corner and choose PDF or PowerPoint (PPT). To export individual cards, you will hover over the wrench icon on a card, select Send/Export, and choose PPT, PDF, Excel, or CSV.

Large datasets may be truncated during export. To avoid this, you can apply filters to narrow the data before exporting.

Collaborate

To share a dashboard, you’ll click the Person + icon in the top-left corner and notify team members via email if desired.

Resources

If you need help, please reach out to your Customer Success Manager. We aim to respond within 2 to 5 business days.