How do I get a historical Excel extract of all containers and B/Ls over a past period?

How-to Q&A
1

The documented route is a scheduled report built on a dashboard view. Dockflow sends the report by email as an Excel attachment. To set it up:

  1. In Dashboard, create or customize a view with the columns and filters you need.
  2. Use Edit Columns to include the fields you want, such as B/L, ETD, ETA and Carrier.
  3. Use Filters to narrow the view, for example with a date range or a past-period filter.
  4. Save the view.
  5. Open the view, click the Actions menu in the upper right corner, and select Schedule Report.
  6. Set the report name, recipients and delivery schedule, then save.

Scheduled reports export exactly what is visible in the selected view. Changes to columns, filters or sorting apply to future reports using that view. The first report is sent at the next scheduled time after creation, not immediately on saving. A report has a maximum of 10,000 rows, so use filters if the period is large.

Example
For a past quarter, you build a Dashboard view, filter it to that date range, and select B/L, ETD, ETA and Carrier. Save the view, open Actions, choose Schedule Report, and set the delivery time. Dockflow emails the Excel attachment at the next scheduled time.