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Forge Reports

Updated

Forge reports provide detailed, exportable data in CSV format to support financial reconciliation, shipment auditing, and operational analysis. Reports allow teams to generate structured datasets for deeper review, recordkeeping, or integration into internal systems.

Reports can be created for both Parent and Child accounts:

  • Parent Account Reports: Consolidated view of shipments, adjustments, and financial activity.
  • Child Account Reports: Allow more granular tracking at the sub-account level. 

Common use cases include:

  • Reviewing shipment invoices and adjustments
  • Tracking refunds and insurance claims
  • Reconciling payments and cash flow
  • Monitoring tracker activity

By tailoring report parameters, organizations can generate datasets aligned with billing cycles, operational reviews, or customer account management needs.

Prerequisites

  • A Forge-enabled EasyPost account
  • Access to the Forge Dashboard or Reports API
  • Appropriate administrative or reporting permissions

Report Types

  • cash_flow
  • insurance
  • payment_log
  • refund
  • shipment
  • shipment_invoice
  • tracker

Parent Account Reports

Reports can be generated via API or directly through the Reports page in the Forge platform.

  1. Navigate to Reports in the Forge Dashboard.
  2. Scroll to the Reports section.
  3. Use the dropdown to select the report type (e.g., Shipments, Adjustments).

     
  4. Specify a start date and end date that are no more than 31 days apart.
  5. (Optional) Select Include Child Users to include data from all connected accounts.
  6. (Optional) Add filters.
  7. Click Generate New Report.

The generated report will appear in the Reports list. 

Child Account Reports

  1. Navigate to Sub Accounts in the Forge Dashboard.
  2. Locate the desired Child Account and click Manage Child Account.

     
  3. In the Sub Account Details section, select Invoices and Reports.

     
  4. Generate and download reports specific to that Child Account.

Reports generated from this view include only data for the selected Child Account. 

ReferralCustomer reporting is not currently supported.

After Generating a Report

Once a report has been generated, its status will update in the Reports list.

  • available: CSV file has been successfully generated.
  • new: Report request is processing.
  • failed: Re-submit the report with a smaller date range or adjusted filters.
  • empty: No data was found for the selected parameters.
  • null: No status has been assigned.

Report Retention

Generated reports remain available for download in Forge for a limited time (typically 7 days). Save CSV files locally for long-term storage.

Rate Reporting and Pricing Visibility

When Forge FlexRate is enabled, reports reflect the customer-facing rate presented to the sub-account. 

Relevant fields may include:

  • rate: Original carrier rate
  • adjusted_rate: Rate after pricing adjustments

The underlying rate object remains unchanged in the response. The adjusted_rate field is included in addition to the original carrier rate.

This distinction is important for:

  • Margin validation
  • Invoice reconciliation
  • Revenue tracking

Where applicable, the difference between the carrier rate and the adjusted customer-facing rate represents platform margin.

Reporting aligns with the same pricing logic used in analytics dashboards and Advanced Shipping. 

Refer to the Forge FlexRate (Rate Adjustments) article for configuration details.

Best Practices

  • Align report generation cycles with billing cycles to simplify reconciliation.
  • Download and store CSV files promptly due to limited retention.
  • Validate adjusted rates after FlexRate configuration changes to ensure pricing accuracy.
  • Use shorter date ranges when generating large datasets to reduce processing failures.

FAQs

Q: Can reports be scheduled to run automatically? 

Not at this time. Reports must be generated manually through the Forge Dashboard or via the Reports API. 

Q: Do reports update automatically after generation? 

No. Reports capture data as of the time of generation. To view updated data, a new report must be created.

Q: How long are reports available in Forge?

Reports remain available for download in Forge for a limited time (typically 7 days). For longer retention, CSV files should be saved locally. 

Additional Resources

API Docs - Reports

Forge Analytics

Forge FlexRate (Rate Adjustments)

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