Shipments by Scheduled Date Report

Track shipments from scheduling through delivery and returns, with comprehensive fulfillment, carrier tracking, and delivery performance metrics organized by the date each shipment was scheduled.

The Shipments by Scheduled Date Report provides end-to-end visibility into your shipment lifecycle, organized by when each shipment was originally scheduled. From the moment a shipment enters your fulfillment queue through delivery and potential returns, every stage is tracked with actionable metrics. This perspective is ideal for measuring how well your fulfillment operation turns scheduled shipments into successful deliveries.

What This Report Includes

This report covers completed, non-declined shipments grouped by their scheduled date. It tracks every phase of the shipment journey: scheduling, fulfillment, carrier handoff, transit, delivery, and returns.

Shipments Included:

  • Shipments linked to successful (non-declined) transactions with a completion date
  • Tracks the full shipment lifecycle from scheduling through delivery and returns
  • Test orders are excluded
  • Date range is based on Scheduled Ship Date (when the shipment was scheduled to be fulfilled)

Why This Matters: The scheduled date perspective shows you how efficiently your operation converts planned shipments into delivered orders. By tracking from the scheduled date forward, you can identify bottlenecks at each stage—fulfillment delays, carrier handoff issues, delivery failures, or return problems—and measure their impact on your customer experience.


Report Metrics

Shipments

The total number of shipments scheduled during the selected period. This is your baseline volume metric—every other metric in this report measures what happened to these scheduled shipments as they moved through your fulfillment pipeline.

Customers

The number of unique customers associated with scheduled shipments. Comparing this to total shipments helps you understand your shipment-per-customer ratio and whether shipping volume is concentrated among a few customers or spread broadly.

Items

The number of distinct product items included across all scheduled shipments. This counts unique line items regardless of quantity, giving you a sense of product variety in your shipments.

Item Quantity

The total number of individual units across all scheduled shipments. While Items counts unique line items, Item Quantity counts every unit—so an order with three of the same product would count as one item but three in quantity.

Cancellations

The number of scheduled shipments that were cancelled before fulfillment. Cancellations remove shipments from the active pipeline and may indicate customer-initiated changes, inventory issues, or order processing problems.

Cancelled Rate

The percentage of scheduled shipments that were cancelled. A rising cancellation rate may signal inventory availability problems, customer second thoughts, or issues with your order management process.

Fulfilled

The number of scheduled shipments that were successfully fulfilled and prepared for shipping. Fulfillment means the order has been picked, packed, and is ready for carrier handoff.

Fulfillment Rate

The percentage of scheduled shipments that were successfully fulfilled. This is a critical operational metric—it tells you how reliably your fulfillment operation can process the shipments you've scheduled. Aim for rates as close to 100% as possible.

Days to Fulfill

The average number of days between when a shipment was scheduled and when it was fulfilled. This measures your internal processing speed. Shorter fulfillment times mean faster delivery to customers and better overall experience.

Error

The number of shipments that encountered an error during the fulfillment process. Errors may include inventory mismatches, address validation failures, or system issues that prevented the shipment from being processed normally.

Pending Tracking

The number of fulfilled shipments that have not yet received a tracking number. These shipments are in a gap between fulfillment and carrier handoff where no tracking visibility exists.

Pending Tracking Rate

The percentage of fulfilled shipments still awaiting tracking numbers. A high pending tracking rate may indicate delays in carrier label generation or integration issues with your shipping provider.

Tracking Numbers

The total number of tracking numbers generated for shipments in the selected period. A single shipment may have multiple tracking numbers if it's shipped in multiple packages.

Unique Tracking Numbers

The number of distinct tracking numbers assigned. Comparing this to total tracking numbers helps identify any duplicate tracking number issues.

Tracking Number Rate

The percentage of fulfilled shipments that have been assigned at least one tracking number. This measures the completeness of your tracking coverage—ideally 100% of fulfilled shipments should have tracking information.

Shipped

The number of shipments that have been confirmed as shipped—meaning they've left your facility and are in the carrier's possession. This is the handoff point between your fulfillment operation and the carrier network.

Shipped Rate

The percentage of fulfilled shipments that have been confirmed as shipped. Any gap between fulfillment and shipped rates may indicate delays in carrier pickup or handoff processes.

Days to Ship

The average number of days between when a shipment was fulfilled and when it was confirmed as shipped. This measures the handoff time between your fulfillment operation completing the order and the carrier picking it up.

Carrier Identified

The number of shipments where the shipping carrier has been identified from the tracking information. Carrier identification enables more detailed tracking and delivery estimates.

Carrier Identified Rate

The percentage of shipments with tracking numbers where the carrier has been successfully identified. This is calculated as Carrier Identified divided by Tracking Numbers. High carrier identification rates indicate good tracking data quality and enable more accurate delivery monitoring.

Carrier Scanned

The number of shipments that have received at least one scan from the carrier's tracking system. A carrier scan confirms the package has physically entered the carrier's network and is being tracked.

Carrier Scan Rate

The percentage of carrier-identified shipments that have been scanned by the carrier. This is calculated as Carrier Scanned divided by Carrier Identified. This is a key quality metric—if packages have an identified carrier but aren't being scanned, there may be carrier pickup issues or tracking data problems.

Days To Scan

The average number of days between the fulfillment date and the carrier scan date. This measures the handoff efficiency between your facility and the carrier network. Long scan times may indicate pickup delays or carrier processing bottlenecks.

Delivered

The number of shipments confirmed as delivered to the customer. This is the ultimate success metric for your shipping operation—each delivered shipment represents a completed customer order.

Delivered Rate

The percentage of carrier-identified shipments that were successfully delivered. This is calculated as Delivered divided by Carrier Identified. Factors affecting delivery rate include address accuracy, carrier performance, and customer availability.

Days In Transit

The average number of days packages spent in transit, measured from when the shipment was confirmed as shipped to delivery confirmation. This isolates carrier performance from your fulfillment process, helping you evaluate carrier speed independently.

Days to Deliver

The average number of days from when the shipment was originally scheduled to when it was delivered, for shipments that have been confirmed as shipped. This measures the end-to-end timeline from scheduling through delivery for completed shipments.

Days To Deliver

The average number of days from when the shipment was originally scheduled to when it was delivered, including all shipments regardless of ship-complete status. This gives the broadest view of the complete timeline from scheduling to customer receipt.

RMA Issued

The number of return merchandise authorizations (RMAs) issued for delivered shipments. An RMA indicates the customer has initiated the return process and been given authorization to send the product back.

RMA Rate

The percentage of fulfilled shipments that had an RMA issued. This is calculated as RMA Issued divided by Fulfilled. This measures how often customers initiate returns and can signal product quality issues, description accuracy problems, or sizing/fit challenges.

Returns

The number of shipments that have been physically returned, regardless of whether they had an RMA. This includes both authorized returns and unexpected returns that arrived without prior authorization.

Return Rate

The percentage of shipped shipments that were returned. This is calculated as Returns divided by Shipped. This is the broadest return metric and captures all physical returns. Compare this with the RMA Rate to understand how many returns come through your authorized process versus arriving unexpectedly.

RMA Returns

The number of returns that were associated with an RMA authorization. These are returns that went through your official return process, making them easier to track, process, and analyze.

RMA Return Rate

The percentage of RMA-issued shipments that were returned. This is calculated as RMA Returns divided by RMA Issued. Comparing this to the overall Return Rate shows what proportion of your returns are going through the proper channel.


Available Dimensions

Use these dimensions to slice and filter your scheduled shipment data for deeper analysis.

DimensionDescription
Shipment Scheduled DateThe date the shipment is scheduled for fulfillment
Shipment Scheduled HourHour of day the shipment is scheduled (0–23)
Shipment Scheduled Day Of WeekDay of the week the shipment is scheduled
Shipment Scheduled WeekISO week number of the scheduled shipment
Shipment Scheduled MonthMonth and year of the scheduled shipment
Shipment Scheduled YearYear the shipment is scheduled
Customer IDThe customer's ID in the system
Customer EmailThe customer's email address
Customer NameThe customer's full name
Customer InformationCombined customer details (name, email, phone) for searching
ConnectionThe connection (CRM instance) associated with the customer
Order IDThe unique order identifier
Shipment IDThe unique shipment identifier
Transaction CycleThe billing cycle of the transaction
Offer StatusThe current status of the offer
Shipment StatusThe current status of the shipment
Is BlacklistWhether the customer is on the blacklist
Is DeliveredWhether the shipment has been delivered
Is ScannedWhether the shipment has been scanned by the carrier
Has Tracking NumberWhether a tracking number has been assigned
Has CarrierWhether a carrier has been assigned
Has Discount CodeWhether a discount code was applied
Tracking NumberThe shipment tracking number
Tracking StatusThe current tracking status of the shipment
Tracking Status CategoryThe category of the tracking status
DeviceThe device used to place the order
Device TypeThe type of device (e.g., Desktop, Mobile, Tablet)
Referrer DomainThe full referring domain that drove the order
Referrer Base DomainThe base domain of the referrer
OffersThe offers associated with the order
Offer NamesDisplay names of the offers on the order
ItemsThe items in the shipment
Item NamesDisplay names of the items
Item SKUsThe SKUs of items in the shipment
CampaignThe campaign associated with the order
Primary Campaign CategoryPrimary category assigned to the campaign
Secondary Campaign CategorySecondary category assigned to the campaign
Discount CodesDiscount or coupon codes applied to the order
Discount NameDisplay name of the applied discount
CarrierThe shipping carrier (e.g., USPS, UPS, FedEx)
Fulfillment ConnectionThe fulfillment provider connection
Shipping ProfileThe shipping profile used for the shipment
Ship CountryShipping destination country
Ship StateShipping destination state or province

Key Business Insights

  1. Fulfillment Rate is your operational reliability scorecard. A rate below 95% means a significant number of scheduled shipments are not being fulfilled—investigate whether the cause is inventory shortages, system errors, or process bottlenecks.

  2. Days to Fulfill directly impacts customer satisfaction. Every extra day between scheduling and fulfillment adds to the customer's wait time. Track this metric's trend to ensure your operation is getting faster, not slower, as volume grows.

  3. Carrier Scan Rate reveals handoff quality. If packages are marked as shipped but not being scanned by carriers, you may have phantom shipments—packages that your system thinks are in transit but the carrier hasn't actually received. This creates customer service issues and delivery failures.

  4. Compare Delivered Rate with Return Rate for net delivery success. A 95% delivery rate sounds great, but if 15% of deliveries come back as returns, your net success rate is much lower. Understanding both metrics together gives the true picture.

  5. Use Days In Transit to benchmark carrier performance. Since this metric isolates the carrier's portion of the delivery timeline, you can compare carriers objectively and make data-driven decisions about your shipping partnerships.


Optimization Strategies

  1. Identify and address your biggest fulfillment bottleneck. Look at where the largest time gaps occur—is it Days to Fulfill (internal processing), Days To Scan (carrier handoff), or Days In Transit (carrier speed)? Focus your optimization effort on the stage consuming the most time.

  2. Set up alerts for Carrier Scan Rate drops. A sudden decrease in carrier scan rates often indicates a carrier service issue or a problem with your shipping label process. Catching this early can prevent days of delayed shipments.

  3. Use return data to improve product quality. If specific periods show elevated RMA or Return Rates, correlate these with product changes, new suppliers, or seasonal patterns to identify root causes and reduce future returns.

  4. Benchmark fulfillment timing against customer expectations. If your marketing promises delivery within 5 days but your average Days to Deliver is 7, you're creating a satisfaction gap. Align your promises with your actual performance data.


Pro Tips

  1. Enable the Cancellation columns when investigating fulfillment issues. High cancellation rates can mask the true demand on your fulfillment operation and may indicate that orders are being cancelled due to inventory problems before they ever reach fulfillment.

  2. Use the Items and Item Quantity columns to understand shipment complexity. Shipments with many items or high quantities take longer to fulfill. If your Days to Fulfill is increasing, check whether shipment complexity is also rising.

  3. Monitor Pending Tracking Rate daily during peak seasons. During high-volume periods, tracking number generation delays can cascade into customer service issues. Catching tracking gaps early allows you to intervene before customers start inquiring.


Frequently Asked Questions

Q: Why doesn't the Delivered count match the Shipped count? A: Several factors can cause this gap. Some packages may still be in transit and not yet delivered. Others may have been lost, returned to sender, or the delivery confirmation hasn't been received yet from the carrier. The gap typically narrows as you look at older time periods where shipments have had time to complete delivery.

Q: What's the difference between the two "Days To Deliver" metrics? A: Both measure the time from the scheduled date to delivery. The difference is that one only includes shipments that have been confirmed as shipped (ship-complete), while the other includes all delivered shipments regardless of ship-complete status. For carrier-specific transit time, use the Days In Transit metric which measures from the ship date to delivery.

Q: Why might a shipment have a carrier scan but not show as delivered? A: A carrier scan confirms the package entered the carrier's system, but it may still be in transit, held at a distribution center, awaiting customer pickup, or experiencing a delivery exception. The Delivered metric only updates when the carrier confirms final delivery to the recipient.