--- title: How do I use the Order Summary Report in the 3PL Client Portal? description: "CLIENT GUIDE: How do I use the Order Summary Report in the 3PL Client Portal?" --- [Skip to content](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-use-the-order-summary-report-in-the-3pl-client-portal#main-content) English Show submenu for translations [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new?hsLang=en) ![white-logo-db.png\]](https://support.digitbridge.com/hs-fs/hubfs/white-logo-db.png?height=50&name=white-logo-db.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new) - Go to digitbridge.com Go to digitbridge.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [DigitBridge Knowledge Base](https://support.digitbridge.com/digitbridgeclientknowledgebase?hsLang=en) 2. [3PL](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en) 3. [Client Guides](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#client-guides) # How do I use the Order Summary Report in the 3PL Client Portal? ## CLIENT GUIDE: How do I use the Order Summary Report in the 3PL Client Portal? The **Order Summary Report** in the 3PL Client Portal helps 3PL clients quickly analyze their outgoing order activity over a selected time period. It includes detailed breakdowns of order dates, fulfillment status, product quantities, and more. This report is useful for: - Reconciling shipped orders - Tracking fulfillment volumes across time periods - Auditing order trends per SKU or destination --- #### 📍 How to Run the Report 1. **Go to the Client Portal** Navigate to the **3PL Client Portal** in your browser and log in. 2. **Click on “Reports” in the sidebar** This will open a list of available reporting tools. 3. **Select “Order Summary Report”** You'll be taken to a search screen with filter options. --- #### 🎯 Set Report Criteria Use the available filters to tailor your report: - **Date Range**: Choose a start and end date for the orders you want to include. - **Customer or Warehouse**: Filter by specific shipping warehouses if needed. - **Status**: Select from "Shipped," "Pending," or "All" to narrow results. Click **Search** to generate the report. --- #### 📄 Viewing & Downloading the Report Once the report loads: - You’ll see **Order ID**, **Order Date**, **Fulfillment Status**, **SKU**, **Qty Shipped**, and **Tracking Numbers** in a summarized grid. - Use the **Download** button to export the report to **Excel (.xlsx)** or **CSV** for internal analysis or sharing. --- #### 🧠 Tips & Use Cases > 🔄 Run this report monthly to reconcile with your own sales records or invoices. > 📦 Use it to identify top-shipped products or frequent delivery delays. > 📥 Share the report with your internal finance or fulfillment teams for transparency. --- #### 📎 Related Guides - How do I create a Sales Order in the 3PL Client Portal? - How do I view and download shipments in the 3PL Client Portal? - How do I use the Financial Report in the 3PL Client Portal? - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#main-content) - [ERP](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#erp) - 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