Import & export
Period views of inbound vs outbound mix and stage load. Use them before month-end, not instead of the live file.
Where to find it: Left menu → Import & Export → Import/Export Reports
Step 1
Left menu → Import & Export → Import/Export Reports. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Pick a date range. Compare open stages and values. Export a pack if your role allows. Do not treat a stale export as the file of record.
Step 3
Totals should match the lists on Import Orders and Export Orders for the same period.
Yes. Import/Export Reports is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. Open the consignment. Reports are snapshots.
