Quick answer: Fulfyld’s billing portal automatically emails you a weekly Billing Detail Report (BDR) with each invoice. For other report types (inventory, orders, returns), Shipedge’s Reports tab is a manual pull tool rather than a scheduled delivery system.
How to Request a Recurring Report From Your Account Manager
If you want a specific report delivered to your inbox on a recurring schedule, the right path is to contact your account manager and ask them to set it up.
Step 1: Identify Which Report You Need
Be specific about what you want to receive and how often. The more clearly you can define the report, the faster your account manager can configure it. Useful things to specify:
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Report type: inventory on-hand, order history, returns activity, kit/bundle volume, or something else
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Frequency: daily, weekly, monthly
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Delivery day and time: for example, every Monday morning, so you can review before the week starts
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SKUs or filters: whether you want the full catalog or specific SKUs, a specific sales channel, or a specific date range per delivery
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Format: CSV or Excel
Step 2: Contact Your Account Manager
Reach out to your account manager by email or phone with the details from Step 1. They can configure a recurring report from Shipedge on your behalf and set it to deliver to your inbox on the cadence you’ve requested.
Step 3: Confirm the First Delivery
Once the recurring report is configured, confirm you’ve received the first delivery and that the data matches what you asked for: the right SKUs, the right date range, the right format.
If anything is off, flag it to your account manager before the second delivery so the configuration is corrected early rather than after several incorrect reports have gone out.
How to Pull Reports Manually
While you’re setting up recurring delivery or for one-off pulls, the Reports tab in Shipedge gives you access to your key data on demand.
Log in to your Fulfyld client portal and click the Reports tab. From here, you can pull:
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Inventory Report: current on-hand quantities by SKU
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Orders Report: order history by date range, filterable by shipping method, channel, and SKU
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Returns Report: return activity, including item condition and disposition
Set your date range, run the report, and export as CSV or Excel. For recurring manual pulls on a consistent schedule, a calendar reminder on the same day each week is the simplest way to stay consistent until a scheduled delivery is set up.
Making Reports Work for Your Operations
The weekly BDR is the one report that arrives without any effort on your part, and it covers the most important billing data you need to reconcile your invoices.
For operational data like inventory and orders, the combination of a recurring report configured through your account manager and an occasional manual spot-check in Shipedge gives you full visibility without needing to log in every day.
Still Have Questions?
To request a recurring scheduled report or for help with any report in Shipedge, contact your dedicated account manager directly, or reach the Fulfyld team at hey@fulfyld.com or (256) 716-8241.
Frequently Asked Questions
Does Fulfyld send any reports automatically without me requesting them?
Yes, the Billing Detail Report (BDR) is attached to your weekly invoice and emailed automatically from the billing portal.
Can I have reports sent to multiple email addresses?
Yes. When requesting a recurring report through your account manager, provide all the email addresses you want included as recipients.
How far back can scheduled reports pull data?
Scheduled reports can cover any historical date range available in Shipedge; your account’s full order and inventory history is accessible. When requesting a recurring report, specify whether you want each delivery to cover the previous week, the previous month, or a rolling window.
What if I want a report format that isn’t available in the standard Shipedge Reports tab?
Fulfyld’s team can run custom reports from Shipedge that go beyond what’s available in the standard client portal. If you have a specific data need that the standard reports don’t cover, describe what you’re trying to see, and your account manager can advise on whether a custom report configuration is available.
Will my recurring report stop if I change account managers?
It shouldn’t, but it’s worth confirming during any account management transition. When your account is handed off from onboarding to the account management team, follow up to confirm that any scheduled reports are still active and delivering correctly.