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Guide: Create, Save and Share Custom Reports with Explore
Guide: Create, Save and Share Custom Reports with Explore

Create, save and share custom filtered views of your containers, where you choose which columns to show. Here's how it works.

Christian Petroske avatar
Written by Christian Petroske
Updated over 4 months ago

OpenTrack's Explore page lets you create, save and share custom filtered views of your containers, so you can filter down to just the containers you want to see.

Not only that, but you can also select which columns to show in what order.

Then save that report and access it any time in one click.

Share it with colleagues, export to Excel, and get your work done faster.

Here's a quick tour of Explore.

Need to show which containers are arriving this week into Long Beach? Or which of your containers currently have different types of holds? The Explore page makes this super easy.

On the Explore page, you can:

  • Filter by many important fields

  • Choose which columns to show, and change their order

  • Send the report to anyone in your OpenTrack account

  • Save it for later

  • Export it to CSV

  • Configure automated email reports on a daily, weekly, or monthly basis


📢 Coming soon: You’ll be able to share reports with anyone, even if they don’t have an OpenTrack account.


Filter easily

Start by exploring OpenTrack's default reports that come pre-made with your account. See containers arriving this week, LFD within 48 hours, and more.

Which containers do you want to see? Only containers with Shanghai or Fuzhou as their Port of Loading? Or maybe just those which are currently available at port? Go to the Explore page to quickly find the answer.

We’ll start with an example. Let’s say you want to know:

Which of my containers have ETA within the next 2 weeks at Los Angeles or Long Beach?

On the Explore page, click the Filter button, then click Add Filter.

Select Port of Discharge and choose the value Los Angeles.

You’ll immediately see all containers heading to Los Angeles.

Add Long Beach to the filter. Now you’re seeing all containers with Port of Discharge of Los Angeles or Long Beach.

Now click the filter ETA (At Terminal) and choose Next 2 weeks.

Now you’re seeing only containers with POD of Los Angeles or Long Beach and ETA within the next 2 weeks.

Available filters

On the Explore page, you can currently filter by the following fields:


📢 Coming soon: Don’t see a filter you want? Let us know! We’re adding new filters very soon, so you’ll get even more power over your reports.


Select columns to show

Choose whichever columns you do (and don’t) want to show in this report. Click the Fields Selected button.

When you do, you’ll see all the columns you can show in your report. Search through them to find the ones you want, and disable the ones you don't.

Let’s say you want to show Steamship Line, Destination, and Terminal. Check the boxes, close the popup, and you’ll see that those columns are now included in the view.

Click the toggle again to easily remove them.

You can also click Select All or Hide All to select or hide a lot of fields at once.

Change column order

To change the order of the columns you see in your report, click "Order columns" in the bottom of the column selection popup.

From there, you can drag and drop the columns into the order you want.

There you go. Column order changed!


Save reports for later

You don’t have to recreate the filter every time you want to see this report. You can save it so you can view it any time you want, in just one click.

And since it’s in OpenTrack, the data you see will always be the latest and most up-to-date.

To save a report, click the save icon on the top right of the Explore page.

Click the pencil to change the title

Click the pencil icon to edit the report's title, then click Save and Update Current in order to save your changes.

Access your reports any time

Once you've saved a report, you can access it any time in the left-hand menu.

Use the sidebar to create a new report by selecting 'All Containers', or delete reports you don't need anymore.

Notice that OpenTrack also shows you who created the report and when they created it.


Configure automated email reports daily, weekly, or monthly

Once a report is created, you can now get this report emailed to yourself or others daily, weekly, or monthly.

First make sure that you follow the report by clicking the plus icon.

Once you do, you'll see it under My Reports and you'll be able to configure automated email reports.

To see your email options, click the email icon.

Turn email notifications on using the toggle, then set the frequency: Daily, weekly or monthly.

Clicking Preview sends a version of the email to your inbox immediately so you can see what you're getting.

You can also include additional stakeholders who may wish to get emails with the custom report. Simply click the "Additional Recipients" button and input their email.

Come back to this screen any time to turn off email reports.


Export to CSV

Click the Export icon to download a spreadsheet of this report (in CSV format) with exactly the same filters and columns as you currently see.


Share with others

Start by clicking the share icon in the top right.

You’ll see a popup with the share link. Click the Copy button.

Send the "Internal-Only Link" to anyone who also has access to your OpenTrack account.

When they access this link, they’ll see exactly the same report you’re currently seeing.

If you would like to share the report with external stakeholders click the "External Share Link" to send them a live tracking external view of the report.


Start creating and sharing

Now you’re an expert in filtering down your OpenTrack data to answer specific questions about your shipments.

If you have any questions at all, please don’t hesitate to reach out to us. We love feedback, so please send us your reactions and thoughts, no matter how raw - it helps us get better, faster!

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