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FedEx Flat File Reporting Tool Version 4

Help Guide

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Table of Contents

SECTION 1: Introduction to FedEx Flat File Reporting Tool ................................ 3 System Requirements ....................................................................................... 4 Hardware Requirements ................................................................................... 4

SECTION 2: Downloading the FedEx Flat File Reporting Tool ............................ 8 SECTION 3: Installing the FedEx Flat File Reporting Tool ................................. 10 SECTION 4: Opening the FedEx Flat File Reporting Tool ................................. 18 SECTION 5: Importing your FedEx Billing Online file or a FedEx Flat File Reporting Tool archive file into FFT .................................................................. 22 SECTION 6: Open FedEx Standard Reports ..................................................... 27 SECTION 7: Create Custom Reports or Edit a Report ...................................... 32

Descriptions of the charge fields ..................................................................... 38 SECTION 8: Copy a Report ............................................................................... 48 SECTION 9: Delete a Report ............................................................................. 51 SECTION 10: Save Parameters ........................................................................ 52 SECTION 11: Save Report Results ................................................................... 54 SECTION 12: Print Report ................................................................................. 61 SECTION 13: Full Screen .................................................................................. 62 SECTION 14: Exporting Data & Archiving Data (option 1) ................................. 63 SECTION 15: Moving Data & Archiving Data (option 2) .................................... 70 SECTION 16: Edit Datasources ......................................................................... 74 SECTION 17: Report Details ............................................................................. 77

The information contained in this User Guide is confidential and proprietary to FedEx. No part of this User Guide may be distributed or disclosed in any form to any third party without the written permission of FedEx.

This User Guide is provided to you under and its use is subject to the terms and conditions of the FedEx Flat File Reporting Tool License Agreement. Any conflict between the information contained in this User Guide, FedEx Flat File Reporting Tool License Agreement and the applicable FedEx Service Guide will be controlled by the FedEx Flat File Reporting Tool License Agreement and the FedEx Service Guide in that order.

© 2016. All rights reserved.

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SECTION 1: Introduction to FedEx Flat File Reporting Tool

What is the FedEx Flat File Reporting Tool?

The FedEx Flat File Reporting Tool is a client-based software application that FedEx customers can download from fedex.com to generate reports using FedEx Billing Online invoice data. A variety of standard reports are provided by the tool, and you can also customize reports to see your shipments organized in ways that help you. The application stores your data locally, so you are not required to have an Internet connection active while using the application.

Notes: When you install the FedEx Flat File Reporting Tool version 4, it will not overwrite a previous version (i.e. version 3). It is a separate install and can run side by side with previous versions, if needed. You can migrate data from a previous version to the new version 4. See the Importing section for data migration details.

You should no longer use version 3 beginning March 15, 2009. It will not be support by FedEx after this date. All users should migrate to version 4 by then.

While using the previous version 3, you will see an update screen for version 4 when you start the application that will look like this:

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System Requirements Microsoft Windows XP with SP2 or higher, Server 2003, Server 2008, Vista Microsoft .NET Framework 3.5 or higher Microsoft Internet Explorer v6.0 with SP1 or higher An active Internet connection is required to download flat files and application

updates, but not required to use the application

Hardware Requirements 600-megahertz (MHz) Intel Pentium III-class processor or AMD processor, 1

gigahertz (GHz) or faster recommended for all 192 megabytes (MB) of RAM minimum, 512 MB recommended Up to 500 MB of hard disk space may be required – 25 MB for basic

application, 350 MB if installing embedded SQL Server Express 2005 (that comes with the FedEx Flat File Reporting Tool), and additional hard-disk space if saving data locally rather than on an external SQL server.

For connecting to existing, external SQL server connections, it must be SQL Server 2005 or 2008

1024x768 or higher-resolution display with 256 colors Microsoft mouse or compatible pointing device

How will I know when my FedEx Invoices are available?

One of the benefits of registering for FedEx Billing Online invoicing is you will receive an e-mail notification when your invoices are available for access on fedex.com.

Helpful Hint: Add this FedEx Billing Online location to your Internet Favorites list.

How do I retrieve my invoice data from FedEx Billing Online?

a.) Before you download your invoice data from fedex.com, create a folder on your local computer to use for receiving downloaded files. For example:

C:\FEDEX FFT DOWNLOADS

One of the benefits of registering for FedEx Billing Online invoicing is you will receive an email notification when your invoices are available for access on fedex.com. 

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b) FedEx Billing Online customers can begin invoice processing by using this link to log in to FedEx Billing Online:

http://www.fedex.com/us/account/fbo

c) FedEx Billing Online customers who use manually created or automatic downloads must choose the FedEx Standard (Flat File Tool) Template. Click on the Search/Download Tab to open the page shown below.

d) Select Download Center from the Search/Download tab to access the download file.

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e) Click on the download filename ('EXAMPLE FFT in this case) to launch the download.

f) Choose SAVE and save this to the folder you created for your downloads

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Note: Create a folder on your network drive or local drive to receive the invoice file download. Selecting the folder and file name creates the “path” the datafile will take when downloading to your PC. This is where you will locate the file when you are ready to import it into the Flat File Reporting Tool.

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SECTION 2: Downloading the FedEx Flat File Reporting Tool a) Open your Internet browser and use this link to connect to the FedEx Flat

File Reporting Tool information screen: https://www.fedex.com/us/fbo/fft4_information.html

or

Select the FedEx Flat File Reporting tool from the FedEx Billing Online Download Center

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b) Review the system, hardware and registration requirements before downloading the tool.

c) To download the FedEx Flat File Reporting Tool, the Sample Data File, or Help Guide, click the appropriate link.

e) The next window displays a progress bar indicating the download progress.

(will have updated file name)

(will have updated file name)

d) When the following window opens, select "Run":

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g) Next you will see a quick message stating the file is being "Unzipped" (no illustration). This message indicates the file has been transferred to a temporary storage location on your PC. The next section of this guide details the steps to follow for the installation wizard which opens after the file has "unzipped".

(will have updated file name)

f) The next window is a standard file warning. Select "RUN".

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SECTION 3: Installing the FedEx Flat File Reporting Tool This is an example of the full installation of the FedEx Flat File Reporting Tool and prerequisites (.NET Framework 3.5 and SQL Server Express 2005 or later). You may not see all of these screens, if some of the prerequisites are already installed on the PC.

b) To continue installation, consent to the Microsoft License Agreement by checking the "I accept …" button, then click "NEXT". The text of the License Agreement is shown.

a) Click "NEXT" to launch the setup wizard and follow the subsequent steps.

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c) Prerequisites detection on PC

d) Prerequisites downloading to PC

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e) Prerequisites installing on PC

f) SQL Server Express installing on PC

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h) To continue installation, consent to the FedEx Flat File Reporting Tool License Agreement by checking the "I accept …" button, then click "NEXT". The text of the License Agreement is shown.

g) Begin FedEx Flat File Reporting Tool installation. Click “NEXT” and follow the subsequent steps.

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i) Next you will be asked to select the database where the tool will store reporting data.

See more details in the Edit Datasources section.

If you select the default option to use the installed (embedded) SQL Server Express database, the wizard will use the SQL database that comes with the tool. The embedded database is the SQL Server Express 2005 edition that gets installed on your computer and is run locally with the tool. If you already have SQL Server Express 2005 on your computer, the tool will not reinstall it. If you have another version of SQL on your computer, the tool will install SQL Server Express 2005 as a separate version of SQL. The embedded SQL Server Express database size limit is 4 Gigabytes total. Note: if you ever have to uninstall (and reinstall) the FFT, you will have the option whether or not to uninstall the embedded SQL Server Express.

The option for an existing (external) SQL Server 2005 or 2008 database would be used by those users who either want multiple users using the same database, or just want to use a centrally controlled and managed server. There is no real "setup" process for the standard SQL Server option in the FFT beyond providing the connection details during setup, or later in the Data Sources dialog in FFT. However, someone with SQL Admin rights must assist with SQL server setup. The best way to understand it would be to set up a standard SQL server database and then connect to it with the FFTv4. FFTv4 will not create the actual database on the server - that is the SQL Admin’s job - but it will create tables and other objects needed by FFTv4 to run. So, the SQL Admin should create a new, blank, database, in whatever method they want to manage it, then someone can connect to it via FFTv4 to set it up for the first time. The external SQL server size limit is up to the Admin or owner.

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j) Next you will be asked to verify the folder path where the tool will be installed. A browse button is provided, if you select not to use the default location and choose your own.

i) a. (Optional) If you select to use an existing (external) SQL Server 2005 or 2008, you will see the following screen next. Enter your SQL Server connection details. Your specific SQL Server username and password are needed, if your Windows login is not used.

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k) Select "Install" to confirm you are ready to install the application on your PC.

l) Installation in progress.

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m) When installation is complete, click "Finish". The FedEx Flat File Reporting Tool software or upgrade has been installed and the application icon has been placed on your PC's desktop.

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SECTION 4: Opening the FedEx Flat File Reporting Tool a) To launch Tool: The FedEx Flat File Reporting Tool V4.0 application icon is located on your PC's desktop after it is downloaded from fedex.com and installed. Double-click this icon on your PC's desktop.

While the tool is opening, the program automatically checks fedex.com to ensure that you are using the current version. If not, you will be prompted to download the update which may include new enhancements such as additional report formats or fixes to improve functionality Therefore it is best to proceed with the upgrade. You will have the option to accept or cancel downloading the upgrade. If you do not accept the update, the application will prompt you for an upgrade later until the update is installed.

If the FedEx Flat File Reporting Tool is open, it will be closed automatically by the update install wizard then reopened when the install is complete. If you are currently working in the application (report results, etc.), you should save your work before beginning updates.

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You can also manually check for updates by using the Windows start menu: Start > All Programs > FedEx Flat File Reporting Tool 4 > Check for Updates.

Updates to be installed. Click “NEXT” and follow the prompts.

b) FedEx Flat File Reporting Tool Home Tab When you launch the FedEx Flat File Reporting Tool, this main page will be displayed with the “Home” tab highlighted. The Report list appears in the left column, and the Report function icons appear across the top menu. Each function icon is discussed in the following sections.

Home tab

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Main screen

c) FedEx Flat File Reporting Tool Help Tab If you click on “Help” tab, this top menu is displayed on the page. It includes links to the fedex.com homepage, the FedEx Flat File Reporting Tool’s Quick Start Guide, FAQ’s, online landing page and Helpful Tips.

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d) The software version ID is located under “Help” > “About”. The Technical Support assistance phone number is located here also.

e) You can select or de-select “Helpful Tips” to appear on Startup. This is

selected by default.

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SECTION 5: Importing your FedEx Billing Online file or a FedEx Flat File Reporting Tool archive file into FFT In order to run a report on the FedEx Flat File Reporting Tool, you must import FedEx Billing Online (FEDEX BILLING ONLINE) data. You can import a FEDEX BILLING ONLINE download file created with the Detailed Report Template. OR you can import an archive (export) file created by the FFT version 4 or previous version (as long as the archived file was not edited).

Notes: Did you use a previous version of the FedEx Flat File Reporting Tool? When you install the FedEx Flat File Reporting Tool version 4, it will not overwrite a previous version (i.e. version 3). It is a separate install and can run side by side with previous versions, if needed. You can migrate data from a previous version to the new version 4.

1) Open the previous version. 2) Go to the File menu and select the Export function. 3) Export all the desired data to your PC. 4) In this new version 4, go to the Home tab and select the Import function. 5) Import the file that was Exported from the previous version.

FedEx Direct Link dlink.mdb files can be imported into the FFT v4. The user will have to click the "any files" option when the Open dialog window appears during the Import process in order to see the .mdb file type. This functionality only covers the Microsoft Access file type .mdb – not a SQL file.

a) Click the 'Import' icon under the Home tab.

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b) The Import Data File screen will appear

c) You may select a database to import the data file into.

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d) Click the folder icon to browse for the file to import.

For the “Files of type:” field, you must select All Files to view files downloaded from FedEx Billing Online. Other selections are Data Files, and DirectLink Databases.

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d) Select the file and it will appear in the “File to Import” box. Click “Import”.

e) You will see an animated progress bar while your file import is processing.

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f) When the importing is completed, the “Data Imported” box will appear. Click “OK”.

g) If there is a problem with the format of the file that you are trying to import, you will receive an error message:

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SECTION 6: Open FedEx Standard Reports When a report is opened, the Report Parameters are presented on the screen for user input as free text or from dropdown choices. A description of the report can be found at the top of this section.

Note: To save changes to a standard report (add or remove columns/fields, reorder columns, group results, etc.), you can Copy the standard report, then Edit the copied report – thus creating a Custom Report. Then, you can follow the instructions in the “Create Custom Report or Edit a Report” section.

a) For example, to create the Shipment Charge Detail report: To open, select the report name from the report list in the left panel then click the Open Report icon on the Home tab menu, OR Double-click the report name.

b) Report opens to the Report Parameters section. Select date range for invoices to be included in the report. The default date range includes all the dates for all your data in the database. “No date is selected” will be the default date if you do not receive invoices, because there is no invoice date (i.e. you pay your shipments by direct billed credit card). Also, select the option None for “No date is selected”, if you want to filter for results with no invoice dates (i.e. direct billed credit card results).

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c) Optional: Enter an account number if there is more than one account number but the report is to run for a specific account number.

Optional: Enter an invoice number if the report is to be limited to a single invoice. A partial beginning invoice number can be entered.

Select the database where the data is located.

Click the Run Report button to see your report results.

d) The full results are displayed in the Report Results section at the bottom (results are grouped by Invoice Number and Customer Reference Notes in the image below).

Click on the Expand button (plus) or double-click on a row to expand the grouped results and view the data details contained in the Group. Or, you can right click to Expand All or Collapse All groups.

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All groups expanded.

You can click the column header to sort the order of the data. And, you can drag the column headers around to change the order of the columns. Note: Clicking the Save Parameters button will save the report parameters entered, and the column re-ordering and grouping that is done in the Report Results section.

e) You can drag one or more column headers from your report table up to the dark gray bar above the report (next to the report name) to Group the data by those fields. To ungroup, you can drag a column header back down to the report table. The first group name listed on the left is the primary group, second is the secondary group, and so on. And, you can drag the group names around to change the priority of the groups.

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f) Editing the Report for customization You can Copy a standard report, then Edit it for customization. See the “Create Custom Reports or Edit a Report” section for further options for customizing report fields and display results.

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SECTION 7: Create Custom Reports or Edit a Report

The processes for creating a custom report and editing an existing report are similar. Both are explained in this section.

Notes: To save changes to a standard report (add or remove columns/fields, order columns, group results, etc.), you can Copy the standard report, then Edit the copied report – thus creating a Custom Report. Then, you can follow the instructions in this section.

The Edit Report feature can also be used to change a Custom Report you created earlier.

If you right click on the Custom Reports folder, you can create sub-folders to organize your custom reports.

a) Create Report: To create Custom Reports from scratch, click the CreateReport icon on the Home tab menu. The Build Custom Report section will appear

Edit Report: Select the report name in the left panel that you wish to edit thenclick the Edit Report icon in the Home tab menu. The Build Custom Report section of the selected report will appear.

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b) Step 1. Report Options: Type in a name for the new report you would like to create.

c) Select the Data View that you would like to use Choose the set of data on which you want to base this report. For an invoice- level or shipment-level report, choose the Shipment Data view; to see charges as columns select the Flat Shipment Data view.

Warning: if you already have custom report selections made in step 2. Display Options or step 3. Conditional Groups, and you switch you Data View selection, it will refresh the Build Custom Report section and your selections in steps 2. & 3. will be removed.

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d) Select the Database If you have more than one database (for example, if you have archived last year’s data to a separate database), choose the correct database against which to run this report. (This field will default to your “Main” database or the database you have chosen as a default.)

e) Expand All Groups option is not selected in the image below. Groups are collapsed and must be clicked to expand and see details.

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f) You can select the Expand All Groups option to expand all groups by default in the Report Results, so that you do not have to click to expand the group to see more details.

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g) Click “Edit Description” to enter your Report Description. This description will appear in the Report Parameters section when you save and run the report later.

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h) Step 2. Display Options: Choose the fields for your report from the Field List on the left. Highlight a Field and click the green arrow pointing right to add a Field to the Display. To Remove a Field from the Display list, highlight it and click the Left arrow. You may select more than one Field at a time by holding down the “Ctrl” key.

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Descriptions of the charge fields

Field Name Description Transportation Charge Amount

Transportation charge for a shipment

Shipment Net Charge Amount

Net charge for a shipment (includes transportation charge, surcharges and discounts)

Fuel Surcharge Fuel surcharges for a shipment

Sales Tax Sales Tax for a non-transportation transaction

Recipient Net Charge Shipment net charge amount for shipments that are billed recipient (includes transportation charge and discounts)

Shipper Net Charge Shipment net charge amount for shipments that are billed shipper (includes transportation charge and discounts)

Third Party Net Charge

Shipment net charge amount for shipments that are billed third party (includes transportation charge and discounts)

Other Charges Summary of charges that are not transportation charges or discounts

Total Charges Summary of all charges that are not discounts (includes transportation charge)

Total Discount Summary of all charges that are discounts or incentives (does not include transportation charge or any other charges)

RMA Amount Shipment Net charge amount for items that have an RMA ID

Surcharges Charges that are not transportation charges.

Charge Name Individual surcharge and discount descriptions for a shipment (does not include transportation charge)

Charge Amount Individual surcharge and discount amounts for a shipment (does not include transportation charge)

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i) To change the order of the Fields (Columns) in the report, highlight the Field in the Display box, and click on the green arrows pointing up or down.

To display the total for a Field, highlight the Field in the Display box and click on the “+” sign. Click on the Build Condition Groups button to go to Step 3. Conditional Groups.

j) Step 3. Conditional Groups: This step is optional. Building the first condition: Select the Field, Comparison Type, Comparison Value, and a name will be created for the condition in the Friendly name field (called the Create a name for the user-input value field below) (note that you can edit the name).

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k) Click the Add Condition button. You will see the condition listed in the Condition Statement section and a sample view in the table below.

l) You can left-click on the condition and use the buttons above to Edit it or Delete it.

Editing a condition

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Deleting a condition

Condition has been deleted

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m) Building a second condition: To add another condition, click the Add Condition Group button. You will see the OR symbol appear in red.

n) Repeat steps j.) through k.) to add the second condition. You will see the condition listed next to the OR symbol.

o) Building a third condition (with an AND condition and letting the user change the value): To add another condition, click the Add Condition Group button. You will see the OR symbol appear in red. To change the AND/OR symbol, right click on the symbol and select AND or OR from the pop-up menu. You will see the symbol change to the selected symbol.

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p) Select the Field, Comparison Type, and a name will be created for the condition in the Friendly Name field (Create a name for the user-input value field).

Leave the Enter comparison value field blank and check the Let User Change Value checkbox to allow yourself to enter a different value (parameter) for this field each time you run this Custom Report.

q) In the Sample Report preview section at the bottom, you can re-order the columns/fields or group the results by dragging the column header to the dark gray bar above the report (i.e. grouped by Invoice Number & Shipment Date below).

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r) You must click the Save Report button first (before running the report) to save the report criteria, column order and grouping, plus the name of this new custom report is saved in the Custom Reports area in the left panel.

Then, click the Run Report button to see your full report results.

s) The full results are displayed in the Report Results section at the bottom (results are grouped by Invoice Number & Shipment Date in the image below).

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t) Click on the Expand button (plus) or double-click on a row to expand the grouped results and view the data details contained in the Group. Or, you can right click to Expand All or Collapse All groups.

u) Later, when you double-click the report name in the Custom Reports section to run the report, you will be presented with the Report Parameters screen with the description you entered and prompted to enter the value(s) first where you selected the “Let User Change Value …” checkbox (see Invoice Number Is example in the image below).

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v) Custom report or Edit report results

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w) You can drag one or more column headers from your report table up to the dark gray bar above the report (next to the report name) to Group the data by those fields. To ungroup, you can drag a column header back down to the report table. The first group name listed on the left is the primary group, second is the secondary group and so on. You can drag the group names around to change the priority of the groups.

You can click the column header to sort the order of the data. You can drag the column headers around to change the order of the columns.

Note: Clicking the Save Parameters button will save the report parameters entered and the column re-ordering and grouping that is done in the Report Results section.

See the “Open FedEx Standard Reports” section for further examples of altering report fields and display results.

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SECTION 8: Copy a Report

Note: this feature can be used to copy a FedEx Standard Report or a Custom Report you created earlier. You can Edit a copy of a standard report, then follow the instructions in the “Create Custom Reports or Edit a Report” section.

a) Select the report name in the left panel that you wish to copy, then click the Copy Report icon in the Home tab menu. It creates a copy of the report you selected in the left panel under the Custom Reports section.

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b) You can then rename the copied report by right-clicking on the report name in the left panel.

c) Renamed report

d) You can then edit the copied report by right-clicking on the report name in the left panel.

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e) An editing example is below, with the Account Number field being added in the Build Custom Report section to reflect the new name of the copied report.

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SECTION 9: Delete a Report

Note that you can only delete a custom report, a copy of a report or a save parameters report. You cannot delete a FedEx standard report.

a) Select the report name in the left panel that you wish to delete, then click the Delete Report icon in the Home tab menu.

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SECTION 10: Save Parameters a) To save report parameters or column re-ordering and grouping that is done in the Report Results section – open the desired report, enter parameters in the Report Parameters section and run the report. Then, click the Save Parameters icon in the Home tab menu. This allows you to re-run this exact report at a later time.

This feature can be used to save parameters for a FedEx Standard Report or a Custom Report you created earlier.

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b) Save Parameters creates a copy of the report you selected in the left panel under the original report with a “star” icon next to it. If you double-click the saved parameters report name, then it will open this report with the saved parameters automatically entered.

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SECTION 11: Save Report Results All reports can be saved as configured files with a variety of attributes and multiple formats including Comma Separated Value (CSV), Grouped MS Excel and Flat MS Excel Formats.

The Comma Separated Value (CSV) produces a comma delimited flat file. This format is supported by almost all spreadsheets applications and database management systems. Charges will be listed as columns in this format. Caution: Opening in Excel may change the format of some fields, such as Date or Invoice Number.

The Grouped Excel format maintains the grouping you see in the report. Microsoft Excel supports this format. If Charges are listed as sub-tables in the report, they will remain as sub-tables.

The Excel format produces a flat excel document without grouping or sub-tables. Microsoft Excel and Open Office support this format. Charges will be listed as columns in this format.

Note: This feature can be used to save results for a FedEx Standard Report or a Custom Report you created earlier.

a) To save report results – open the desired report, enter parameters in the Report Parameters section and run the report. Then click the Save Report Results icon in the Home tab menu. You will see the Save Report Results screen.

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b) Comma Separated Value (CSV) Format process Select CSV Format and Save Results. Enter File name and Save.

c) If desired, select yes to view CSV results file

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d) Comma Separated Value (CSV) Format results

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e) Grouped MS Excel Format process Select Grouped Excel Format and Save Results. Enter File name and Save.

f) If desired, select yes to view Grouped Excel results file

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g) Grouped MS Excel Format results Note the grouping down the left side of the spreadsheet is different than the plain Flat Excel Format.

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h) Flat MS Excel Format process Select Flat Excel Format and Save Results. Enter File name and Save.

i) If desired, select yes to view Excel results file

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j) Flat MS Excel Format results Note that there is NO grouping down the left side of the spreadsheet, like in the Grouped Excel Format.

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SECTION 12: Print Report a) To print report results – open the desired report, enter parameters in the Report Parameters section and run the report. Then click the Print Report icon in the Home tab menu. After selecting the icon, the Windows print screen appears. Click OK to print.

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SECTION 13: Full Screen a) To view the Report Results in your full PC screen display, open the desired report, enter parameters in the Report Parameters section and run the report. Then, click the Full Screen icon in the Home tab menu.

b) The Full Screen display is below. To exit this display and return to the normal display, click the Exit Full Screen tab at the top.

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SECTION 14: Exporting Data & Archiving Data (option 1)

If you have data that you want to Export from the FedEx Flat File Reporting Tool and store on your computer or elsewhere, then you can use the Export function. You may consider Archiving also, because the embedded SQL Express database that is installed with the FedEx Flat File Reporting Tool has a size limit of 4 Gigabytes total. See the following Archiving section for details.

a) Click on the “Export” icon in the Home tool bar.

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b) Select the Database. Next, to select an Invoice Date range, you can enter a Starting Invoice Date and an Ending Invoice Date. Click on the dropdown arrow on the right of the date fields to select dates from a calendar. The default date range includes all the dates for all your data in the database. “No date is selected” will be the default date if you do not receive invoices, because there is no invoice date (i.e. you pay your shipments by direct billed credit card). Also, select the option None for “No date is selected”, if you want to filter for results with no invoice dates (i.e. direct billed credit card results).

c) Enter the Account Number, Invoice Number, and/or select the Service Type from the dropdown. The Service Types are dynamically populated from your available invoice data in the Flat File Tool.

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d) Enter the Reference Notes, and/or select the File Type from the dropdown. File types will be named FEDEX BILLING ONLINE / FedEx Flat File Reporting Tool Format (Semicolon Delimited), and CSV / MS Excel (Comma Delimited).

e) After you select your criteria, click “Export”.

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f) The default name for the exported file is “export”. You may change the name and/or navigate to the location where you would like to store it.

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g) When the process of exporting your file is complete, this screen will be displayed:

h) The Export file will be saved in the format you selected.

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i) Archiving (option 1) It is highly recommended you move your invoice data from the FedEx Flat File Reporting Tool database to an external archive file which ideally resides on a network drive or on a CD / DVD disk. Offloading storage to an archive file ensures maximum FedEx Flat File Reporting Tool database efficiency/performance and long term preservation of the historical data. The embedded SQL Express database that is installed with the FedEx Flat File Reporting Tool has a size limit of 4 Gigabytes total.

Remember, the data selected for archiving will be removed from the database and will not be available until the file is re-imported back into the FedEx Flat File Reporting Tool again. FEDEX BILLING ONLINE / FedEx Flat File Reporting Tool Format (Semicolon Delimited) should be the selected File Type, since it is the proper format that can be re-imported later.

Follow the steps for Exporting above with two specifications:

1) Select the FEDEX BILLING ONLINE / FedEx Flat File Reporting Tool Format

2) Check the Archive – Remove Data After Export checkbox The FEDEX BILLING ONLINE / FedEx Flat File Reporting Tool Format data file can be re-imported into the FFT database if needed for reporting at a later time. DO NOT EDIT or CHANGE the file in any manner or it may not be re-imported again. If you want to edit or change a FedEx Flat File Reporting Tool archive file, create a copy of the file and edit the copied version, thus preserving the original data file for re-importing.

Note: There is an alternative method to Archive data in another SQL database See Move Data section for details.

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SECTION 15: Moving Data & Archiving Data (option 2)

Move Data allows you to copy data from one database connection to another. To move data, you must have at least two database connections defined. See the Edit Datasources section for further details on adding database connections.

Note: This is an alternate method to Archive data to another SQL database The embedded SQL Express database that is installed with the FedEx Flat File Reporting Tool has a size limit of 4 Gigabytes total.

a.) To Move Data, click the Move Data icon on the Home tab menu. And, selectthe From Database and To Database.

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b.) If you select a bad database to move data, you will get this error:

c.) Select other criteria (optional) for you to Move Data. The default date range includes all the dates for all your data in the database. “No date is selected” will be the default date if you do not receive invoices, because there is no invoice date (i.e. you pay your shipments by direct billed credit card). Also, select the option None for “No date is selected”, if you want to filter for results with no invoice dates (i.e. direct billed credit card results).

The “Copy Data” option will make a copy of the data in your destination database connection.

Archiving Data (option 2) The “Move Data” option will erase the data from the original database, and place it in the destination database (this is an alternate way to Archive data).

Click “Move Data”.

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d.) An animated progress bar will indicate that your Move Data is in progress.

e.) A “Move Finished” box will appear when your data move is finished.

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f.) If you select the “Move Data” radio button, and click “Move Data”, you will see this warning message:

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SECTION 16: Edit Datasources The FedEx Flat File Reporting Tool can be used to run reports and manipulate multiple sets of FedEx Billing Online data. If you have relocated a database to another server, your database credentials have changed (like your SQL server password has changed) or you wish to add/define another database connection then you can edit the connection information to point to the new location.

Specifically, you can connect to an existing external SQL Database or set up another internal SQL Express Database. The database will be created automatically for you.

a.) To Edit Data Sources, click the Edit Datasources icon on the Home tab menu. The Database Connections box will appear. Select an existing database connection to edit or select Add New Connection to define another database. You can select Default Connection if you want this to be your default database for running reports, etc.

For another internal or external SQL Database:

1) In "Select Database", choose "Add New Connection..." 2) Enter a new "Friendly Name". This is the name that the FedEx Flat File Reporting Tool will list as an option when importing, exporting, moving data or running reports. 3) If needed, enter the correct "Server Name" to specify which SQL Server will manage the new database. (Typically, the Server Name provided will be the desired server.) 4) "Port" is an advanced setting that should not be changed under most circumstances. 5) Enter a new "Database" name. 6) Click the "Save" button.

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b.) Enter the database’s information – Friendly Name/alias, Server and Port. Also, enter the actual name of the Database

c.) Use Windows Integrated Login checkbox Depending upon the database that you are logging into, you will either use Windows Integrated login or SQL Login.

The default, if you are using the embedded SQL database, will ALWAYS be the Windows Integrated login (i.e. box will be checked).

For external SQL server databases, if your database is using your regular Windows login, you will check this box. If the SQL Admin has set up a specific SQL account login for you (not Windows login), then you will uncheck this box. And, you will need to enter the Username and Password for the external SQL server database. You should be able to get this information from your database Administrator / IT staff.

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d.) When the new database is added, this message will appear.

e) User can also delete a database by selecting it and clicking Remove Connection.

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SECTION 17: Report Details

Here is a brief description for each FedEx standard report.

Report Description

Account Summary by Shipper Account The Account Summary Report By Shipper Account can be generated to summarize charges for a specific nine- digit FedEx shipper account number or for all of your FedEx accounts over a defined date range.

Address Correction This report identifies shipments which have had an address correction scan applied to the original delivery address. The report includes the tracking id, and corrected recipient information so customers can flag addresses which need to be changed in their address book or databases. Both the original and corrected delivery addresses are available to FedEx Billing Online.

Charge Summary Columns are created for each charge-type that can be assigned to a tracking id. This allows the customer to totalize columns, chart charges and identify charges by type, location, recipient, etc.

Charge Type Summary The Charge Type Summary Report can be generated to summarize charges for a specific payer type, such as Returns or for all payer types which include Shipper, Recipient, Third Party Shipper and Returns. You can produce this report for a specific nine-digit FedEx account number or invoice number or for all of your FedEx accounts over a defined date range.

Invoice Activity The Invoice Activity Summary Report can be generated to summarize charges for packages and service fees by invoice for a specific nine-digit FedEx shipper account number or for all of your FedEx accounts over a defined date range.

Invoice Package Detail The Invoice Package Detail Report can be used to categorize shipment details such as Tracking Number, Service Type, Zip, Weight and Net Charges, by invoice numbers, Customer Reference fields, etc. This report can be generated to summarize charges for a specific nine-digit FedEx account number, Customer Reference or invoice number or for all of your FedEx accounts.

Shipment Charge Detail by Reference The Shipment Charge Detail by Reference Report allows you to sort shipments by Customer Reference Notes, Shipper Reference, Purchase order Number or Department Notes and view weight, transportation charges, discounts and other service charges for each tracking id within the selected sort category. The charges are summarized by sort field and the report can be generated to summarize charges for a specific nine-digit FedEx account number or invoice number or for all of your FedEx accounts over a defined date

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Report Description

  range.

Reference Detail Report The Account Summary Reference Detail Report can be generated to summarize charges for a specific nine- digit shipper FedEx account number or Invoice Number, or for all of your FedEx accounts over a defined date range.

Service Fees The Service Fees Invoice Report can be used to list all discounts and non-transportation charges for each Tracking Number on an invoice. This report can be generated to summarize charges for a specific nine- digit FedEx account number, Customer Reference or invoice number or for all of your FedEx accounts.

Express Shipment Detail The Express Shipment Detail Report can be generated to provide shipment level details --including Sender Information, Recipient Information, Original and Updated References, Shipment Detail, Proof of Delivery and Charges -- for Express shipments. The Shipment Detail Report gives you the option to show your discount information or hide it. This report can be generated to summarize charges for a specific nine- digit FedEx account number or invoice number, or for all of your FedEx accounts over a defined date range.

Ground Shipment Detail The Ground Shipment Detail Report can be generated to provide shipment level details --including Sender Information, Recipient Information, Original and Updated References, Shipment Detail, Proof of Delivery and Charges -- for Ground shipments. The Shipment Detail Report gives you the option to show your discount information or hide it. This report can be generated to summarize charges for a specific nine- digit FedEx account number or invoice number or for all of your FedEx accounts over a defined date range.

SmartPost Shipment Detail  The SmartPost Shipment Detail Report can be generated to provide shipment level details --including Sender Information, Recipient Information, Original and Updated References, Shipment Detail, Proof of Delivery and Charges -- for Smartpost shipments. The Shipment Detail Report gives you the option to show your discount information or hide it. This report can be generated to summarize charges for a specific nine- digit FedEx account number or invoice number or for all of your FedEx accounts over a defined date range. 

Shipment Summary by Company The Shipment Summary by Company Report allows you to view your shipment information by FedEx Company – FedEx Express and FedEx Ground. With this report you can see Number of Package, Freight Charge, Incentive/Discount, Fuel Surcharge, Other Charge and Net Charge, by Payor Type, by FedEx Company. The Shipment Summary by Company Report can be generated to summarize charges for a specific nine-digit FedEx account number or invoice number or for all of your FedEx accounts over a defined date range.

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Report Description

Shipment Summary by Invoice The Shipment Summary by Invoice Report allows you to view your shipment information by Invoice Number. With this report, you can see shipment date, Tracking ID, Recipient Information, Service, Customer Reference, Weight, Net Charge and Amount Due. The Shipment Summary by Invoice Report can be generated to summarize charges for a specific nine- digit FedEx account number or invoice number, or for all of your FedEx accounts over a defined date range.

Shipment Summary by Meter The Shipment Summary by Meter Report allows you to view your shipment information by meter device. This report provides you with Invoice Number, Ship Date, Payor Type, Daily Shipment Count, Daily Total Weight, and Daily Net Charges by Meter Device. The Shipment Summary by Meter Report can be generated to summarize charges for a specific nine-digit FedEx account number or invoice number, or for all of your FedEx accounts over a defined date range.

Shipment Summary by Payor The Shipment Summary by Payor/Returns Report allows you to view number of packages, charges and discounts by Payor Type such as Recipient, Shipper, Third Party or Returns. The Shipment Summary by Payor/Returns Report can be generated to summarize charges for a specific nine-digit FedEx account number, invoice number, or Payor Type, or for all of your FedEx accounts over a defined date range.

Shipment Summary by Reference The Shipment Summary by Reference Report allows you to view number of shipments, bill type, weight and charges by Reference field. The Shipment Summary by Reference Report can be generated to summarize charges for a specific nine-digit FedEx account number, invoice number, or Customer Reference, or for all of your FedEx accounts over a defined date range.

Shipment Summary by Reference Charges

The Shipment Summary by Reference Charges Report allows you to view freight charges, discounts, fuel surcharges and other charges for an invoice by reference field. The Shipment Summary by Reference Charges Report can be generated to summarize charges for a specific nine-digit FedEx account number, invoice number or Customer Reference or for all of your FedEx accounts over a defined date range.

Shipment Summary by Service Type The Shipment Summary by Service Type Report allows you to view number of shipments, bill type, weight and charges by Service. The Shipment Summary by Service Type Report can be generated to summarize charges for a specific nine-digit FedEx account number or invoice number or for all of your FedEx accounts over a defined date range.

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Report Description

Shipment Summary by Ship Date and Payor Type

The Shipment Summary by Ship Date and Payor Type Report allows you to view number of shipments bill type, weight and charges by ship date and payor type on an invoice. The Shipment Summary by Ship Date and Payor Type Report can be generated to summarize charges for a specific nine-digit FedEx account number or invoice number, or for all of your FedEx accounts over a defined date range.

Duty/Tax Charge Summary The Duty/Tax Charge Report details the customs duties and taxes applied to shipments tendered for delivery to a non-U.S. recipient address. The detail fields include Customs Value, Declared Value, fee descriptions and amounts, surcharge total and net charge.

Charge Type Summary By Invoice and Ship Date (NEW)

The Charge Type Summary Report by Invoice and Ship Date summarizes packages, weight and net charge for specific ship dates separated by specific bill type, such as Returns, or for all payor types which includes Shipper, Recipient, Third Party and Returns. Report can be for a specific 9 digit account or invoice number or for all of a customers accounts over a defined date range.

Invoice Detail (NEW) The Invoice Detail report is generated to provide shipment level details by Invoice and Shipment date including Reference information, Service type, Destination Zip, Region, Weight, Freight, Extra Service and Discount Changes and Net Charge. Also provides option to show discount information or hide it. Can be generated to summarize charges for a specific 9 digit FedEx Account number or invoice number or for all of a customers accounts over a defined date range.

Invoice Shipment Detail (NEW) The Invoice Shipment Detail report displays shipment information and summarizes charges by invoice, ship date, and tracking number.

Multiweight Detail (NEW) Display of only Multiweight shipments by Invoice showing package weight and net charge totals per shipment and per invoice.

Package Detail (NEW) Shipment level detail by invoice of various Reference fields, Service Type, Recipient Zip, Weight and Net charge.

Invoice Summary by Charge Type (NEW)

The Invoice Summary by Charge Type Report provides Invoice summary information with shipments and weight and a charge summary breakdown by charge type.

Invoice Summary by Ship Date and Billing Type (NEW)

The Invoice Summary by Ship Date & Billing Type report summarizes pieces, weight and net charges by invoice number, ship date and billing type.

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Report Description

Summarized Invoice Shipments (NEW) The Summarized Invoice Shipment report displays invoice date and invoice and recipient information and summarizes charges by invoice number and tracking ID.

Invoice by Service (NEW) The Invoice by Service Report summarizes non- discounted charges, discounted charges and net charge totals based on the Express or Ground Service Type for a specific 9-digit shipper account number or for all a customer's account numbers over a defined

MAIS (NEW) Master Account Invoice Summary provides a billing account summary by invoice including company code and payor.

Daily Shipment Totals (NEW) The Daily Shipment Totals Report summarizes shipment count and net charge totals by Ship date for a specific 9 digit shipper account number or for all a customers account numbers over a defined date range.

Type of Service Shipments (NEW) The Type of Service Shipments is a summary of shipment count and net charge for shipments based on the service type and when they were shipped.