Using Templates

What are Templates?
Templates are the primary way to export data from ShipWorks. Upon installation, ShipWorks comes with pre-formatted documents (known as templates) that co...
Tue, 6 Jun, 2017 at 11:26 AM
Previewing a Report
Background Before printing out a report, you can generate a preview of the report directly from the ShipWorks program. This article will guide you t...
Thu, 9 Mar, 2017 at 3:48 PM
Adding a Logo to Your Template
TABLE OF CONTENTS Background First Things First The Process Need More Help? Background You can add a logo to an existing template (invoice, pack...
Tue, 20 Dec, 2016 at 3:18 PM
Adding Facebook or Twitter Logos to Your Template
TABLE OF CONTENTS Background First Things First Resources The Process Need More Help? Background You can add socia...
Tue, 1 Nov, 2016 at 10:50 AM
Saving a Report (Manual Method)
Background Saving a report allows you to export information out of ShipWorks and open it in another program (like Microsoft Excel or Microsoft Word). Th...
Tue, 9 May, 2017 at 4:01 PM
Saving a Report to a PDF (Manual Method)
Table of Contents Background First Things First The Process Still Need Help Background To save a report to a PDF file format, you will need to insta...
Mon, 24 Apr, 2017 at 11:40 AM
Printing a Report (Manual Method)
Background This article explains how to manually print one report.  If you want to automatically print a report based on a certain action (like at a sch...
Mon, 6 Mar, 2017 at 3:23 PM
Emailing a Report (Manual Method)
Background Emailing reports is easy in ShipWorks, as you can do it directly from the Orders grid. You don't have to save a report and then attach it...
Mon, 24 Apr, 2017 at 3:31 PM
Exporting a Report to Microsoft Excel
Exporting a Report to Microsoft Excel For this example, we'll use the Shipping Profit and Loss report. You can follow the same procedure for...
Tue, 1 Nov, 2016 at 10:56 AM
Adding a Link to Your Template
Background Adding a link to a template allows you to direct people to a website. This will require some html edits to your template.  The Proc...
Thu, 8 Jun, 2017 at 9:21 AM