Create and Manage Shipment Views
Plans: All plans Platforms: All platforms
AfterShip Tracking’s shipment visibility module allows you to create and save custom views for your shipment records based on certain conditions and criteria to quickly view the important shipment information to your business and manage shipments more efficiently. Additionally, the default views (filters) can be edited and renamed with revised filters to better suit your needs.
Custom shipments view can include a set of custom filters, sorting criteria, search results, custom columns, and column sequences.
In this tutorial, we will show you:
Important considerations
Create new views
Edit views
Rename views
Email views
Delete views
Sort views
Default views
Legacy view
New views (saved views) will appear as a new tab on the topmost filter bar after the default views on the shipment dashboard
All the views will appear with the same set of filters, columns, and sequence for all the organization members except for Legacy view, which is only visible to the creator
Custom (saved) and default views will keep updating automatically as new shipments are added to the record
Saved and default views can be customized, renamed, emailed, and deleted anytime from the shipments dashboard
Saved filters under a view will change and be applied automatically when you switch views
Saved custom columns sequence (order) will also change and appear automatically on the dashboard as you switch between views
Custom views are created with the filters, sequence (order of column), column choices (show or hide), and sorting criteria. You can also save the search results under a view when you search for specific terms in the search bar.
Go to Shipments in the AfterShip Tracking admin.
Go to the All tab > select the filters via Add filters.
Click Save view as.
You can edit columns by clicking on the Manage columns button.
You can apply sorting conditions via the Sort button and can also run a search to fetch the shipments data you want via the Search shipments search bar.
Click the + Create new view. Select whether you want to save the current view with the applied filters or not.
Three options will appear on the screen:
a. Create new view with current filters: Enter the View name in the textfield provided and click Create view.
This view will be available for all your organization members.
b. Create new view with no filters: Enter the View name and click Create view.
c. Create new view using template: Choose a template from the recommended pre-made templates.
Save the view with an easy-to-recognize name and use it later on for easy access without applying the filters again.
The newly saved custom view will automatically appear at the top filter bar.
The saved or default view can be edited with new filters, or you can remove some. Just click Save view as again to save the existing view with the updated version.
You can select the saved view at any time to view only the orders that match your criteria
To switch between views, simply click the view you'd like to see
Saved views are available to all the members of one organization.
Saved and default views can be edited anytime to update the criteria of the view in case your requirements alter.
Only Admin, Member, and Manager can make changes to the saved and default views
Go to Shipments in the AfterShip Tracking admin
Select the saved or default view you want to edit and make the changes as per your requirement
Search keywords
Select filters
Show or hide columns
Reorder column sequence
Select the sorting criteria
To update the saved or default view with the new changes, click Save view as.
All view cannot be edited, renamed, or deleted. The filters applied to the All view can be saved as a new view and edited, renamed, or deleted.
Except for All view, default and custom views can be renamed.
Only Admin, Member, and Manager can rename views.
Go to Shipments in the AfterShip Tracking admin.
Select the saved or default view you want to rename.
Click the menu icon and select Rename view.
Edit the View name and click Save view.
Plans: Enterprise Platforms: All platforms
AfterShip Tracking’s scheduled view feature can greatly simplify your workflow and enhance your tracking experience. This feature helps you configure view schedules according to your preferred frequency and timing.
You can check the complete tutorial on Scheduling Shipments View Emails here.
Except for All view, default and custom views can be deleted.
Only Admin, Member, and Manager can delete views
Go to Shipments in the AfterShip Tracking admin.
Select the saved or default view you want to delete.
Click the menu icon and select Delete view.
Read the popup banner carefully, and if you are sure, hit Delete view.
The view order on the top bar can be rearranged by simply dragging and dropping the view headers to the order on the tab where you want them.
For the views in the More views tab, click the view to take it to the main bar and then adjust the order as above.
Before the introduction of creating and editing views, AfterShip Tracking’s shipment dashboard featured some default views on the top bar to filter shipment data in a click of a button based on certain statuses, including:
All view to view all the shipments.
Exception view to sort shipments with status marked as Exception.
Failed attempt view to sort shipments with status marked as Failed attempt.
Expired view to sort shipments with status marked as Expired.
Out for delivery view to sort shipments with status marked as Out for delivery.
Delivered view to sort shipments with status marked as Delivered.
Pending view to sort shipments with status marked as Pending.
For any further questions or help, please contact our chat support team
Overview
AfterShip Tracking’s shipment visibility module allows you to create and save custom views for your shipment records based on certain conditions and criteria to quickly view the important shipment information to your business and manage shipments more efficiently. Additionally, the default views (filters) can be edited and renamed with revised filters to better suit your needs.
Custom shipments view can include a set of custom filters, sorting criteria, search results, custom columns, and column sequences.
What you’ll learn
In this tutorial, we will show you:
Important considerations
Create new views
Edit views
Rename views
Email views
Delete views
Sort views
Default views
Legacy view
Important considerations
New views (saved views) will appear as a new tab on the topmost filter bar after the default views on the shipment dashboard
All the views will appear with the same set of filters, columns, and sequence for all the organization members except for Legacy view, which is only visible to the creator
Custom (saved) and default views will keep updating automatically as new shipments are added to the record
Saved and default views can be customized, renamed, emailed, and deleted anytime from the shipments dashboard
Saved filters under a view will change and be applied automatically when you switch views
Saved custom columns sequence (order) will also change and appear automatically on the dashboard as you switch between views
Create new views
Custom views are created with the filters, sequence (order of column), column choices (show or hide), and sorting criteria. You can also save the search results under a view when you search for specific terms in the search bar.
Go to Shipments in the AfterShip Tracking admin.
Go to the All tab > select the filters via Add filters.
Click Save view as.
You can edit columns by clicking on the Manage columns button.
You can apply sorting conditions via the Sort button and can also run a search to fetch the shipments data you want via the Search shipments search bar.
Click the + Create new view. Select whether you want to save the current view with the applied filters or not.
Three options will appear on the screen:
a. Create new view with current filters: Enter the View name in the textfield provided and click Create view.
This view will be available for all your organization members.
b. Create new view with no filters: Enter the View name and click Create view.
c. Create new view using template: Choose a template from the recommended pre-made templates.
Save the view with an easy-to-recognize name and use it later on for easy access without applying the filters again.
The newly saved custom view will automatically appear at the top filter bar.
The saved or default view can be edited with new filters, or you can remove some. Just click Save view as again to save the existing view with the updated version.
You can select the saved view at any time to view only the orders that match your criteria
To switch between views, simply click the view you'd like to see
Saved views are available to all the members of one organization.
Edit view
Saved and default views can be edited anytime to update the criteria of the view in case your requirements alter.
Only Admin, Member, and Manager can make changes to the saved and default views
Go to Shipments in the AfterShip Tracking admin
Select the saved or default view you want to edit and make the changes as per your requirement
Search keywords
Select filters
Show or hide columns
Reorder column sequence
Select the sorting criteria
To update the saved or default view with the new changes, click Save view as.
All view cannot be edited, renamed, or deleted. The filters applied to the All view can be saved as a new view and edited, renamed, or deleted.
Rename view
Except for All view, default and custom views can be renamed.
Only Admin, Member, and Manager can rename views.
Go to Shipments in the AfterShip Tracking admin.
Select the saved or default view you want to rename.
Click the menu icon and select Rename view.
Edit the View name and click Save view.
Email view
Plans: Enterprise Platforms: All platforms
AfterShip Tracking’s scheduled view feature can greatly simplify your workflow and enhance your tracking experience. This feature helps you configure view schedules according to your preferred frequency and timing.
You can check the complete tutorial on Scheduling Shipments View Emails here.
Delete view
Except for All view, default and custom views can be deleted.
Only Admin, Member, and Manager can delete views
Go to Shipments in the AfterShip Tracking admin.
Select the saved or default view you want to delete.
Click the menu icon and select Delete view.
Read the popup banner carefully, and if you are sure, hit Delete view.
Sort view
The view order on the top bar can be rearranged by simply dragging and dropping the view headers to the order on the tab where you want them.
For the views in the More views tab, click the view to take it to the main bar and then adjust the order as above.
Default view
Before the introduction of creating and editing views, AfterShip Tracking’s shipment dashboard featured some default views on the top bar to filter shipment data in a click of a button based on certain statuses, including:
All view to view all the shipments.
Exception view to sort shipments with status marked as Exception.
Failed attempt view to sort shipments with status marked as Failed attempt.
Expired view to sort shipments with status marked as Expired.
Out for delivery view to sort shipments with status marked as Out for delivery.
Delivered view to sort shipments with status marked as Delivered.
Pending view to sort shipments with status marked as Pending.
For any further questions or help, please contact our chat support team
Updated on: 19/05/2025
Thank you!