How To Data Mine

Owned by Gord More (Unlicensed)
Mar 11, 2016

Please Note: If you need to include your accessorical charges in your export and you cant see them in your search screen, please contact IDS Support.

To Export Shipment/Trip Data

In IDS, on your computer:

  1.  Go to the Search Screen.
  2. Select a date range. Please note: Do not do a search that creates in a large number of shipments or you will wait a long time for your computer to download the results. We recommend, that you break up your search if you are doing a large period of time.
  3. If you need data for a single customer select them from the account dropdown.
  4. Select the from status and to status that is correct for what you wish to export. We do recommend from verified to invoiced as these shipments are complete.
  5. Press search
  6. Once the top of the search screen is showing your data, click and highlight the first shipment.
  7. Then press - at the same time - control, shift and end, to highlight all the shipments on the screen.
  8. Then press - at the same time - control and c.
  9. Open up Microsoft Excel and create a new blank page and document.
  10. Click the first cell in Microsoft Excel - A1 - and press - at the same time - control and v.
  11. You will now see in Microsoft Excel your data. You can now format, sum, export as a csv text file.

To Export a Customer's Address Book

In IDS, on your computer:

  1. Go to the Account Screen.
  2. Select the Customer Account you wish to export from the dropdown.
  3. Click Edit Address Book.
  4. On the bottom of the screen press export data. If you need to filter your export, please contact IDS Support, but you dont need to create a filter to export.