Delivery Exception Report - How to Schedule, Update, and View in eFactory

Creating a Scheduled Report

Log into eFactory and select the customer account you wish to setup the Delivery Exception report for.
Once logged in, navigate to the Analytics menu.
On the left side panel, select Standard Reports → Delivery Exceptions → click the icon to create a schedule.
A pop-up will appear where you can enable all options for the scheduled report.
- Start: From the date picker pop-up, choose the date you wish to start the report. The default date will be the present date. You can also select a future date.
- Days of the week: Using the check box, select the day(s) to receive the report.
- Enabled: When checked (default), the report will be sent. Uncheck to stop the report from being sent.
- Expire (optional): Set an expiration date and time. This only takes effect if the Expire box is checked.
- Format: Choose from one of the three options: Excel, CSV, or Zip.
- Delivery options: Email or FTP
  - Email can be sent to more than one email address. After each email, add a comma (no spaces) after each email address.
Once you have selected all options, select the ADD TO SCHEDULE button to apply.

Would you like to see what is scheduled or need to modify settings? Navigate to Scheduled Reports.

You can view all your scheduled reports by navigating to the Scheduled Reports page, located on the left navigation.
Need to edit, delete, or want the report information? Find the report you wish to edit or delete, and choose the options icon (three lines)

EDIT: modify/update the report settings
DELETE: delete the scheduled report
DISABLE: disable the report. You can reenable it at any time with one click.
Export To: If you need to run the report immediately, select the "Export to" prompt and choose your preferred file format—Excel, CSV, or ZIP. Once selected, the download will begin automatically and appear in your browser window, and the file can be found in your Downloads folder.

Viewing a delivery exception report is easy. There are a few ways to view the report information.

There are two options to download a live report within eFactory without waiting for the scheduled report.

Option #1

While in eFactory, navigate to Analytics and select Standard Reports.
Place your mouse/cursor on the Delivery Exceptions icon. This is the same icon to schedule a report. In the lower right corner, a download icon will appear.
Select the icon to view the options to download the report immediately. (Excel, CSV, or Zip).
Once you select the file type, a download will appear in your browser window and/or can be found in your downloads.

Option #2

While in eFactory, navigate to Analytics and select Scheduled Reports.
Find the scheduled report and select the three-line icon (to view more options)
Additional download formats will appear, and choose your file format of choice (Excel, CSV, or Zip).
Once you select the file type, a download will appear in your browser window and/or can be found in your downloads.

The email will come from DCL EFACTORY with the subject line Delivery Exceptions.

When the scheduled exception report is created, the email(s) setup will receive an emailed report for viewing.

Open the attachment within the email.
The columns within the report contain helpful information about the packages in transit.
Description column (column I): has helpful carrier notes with details on the delivery exception for the package in transit.