Kase How to Run an Order Report

This article walks you through how to export order data from the Kase app, including available report types, filtering options and where to retrieve your completed report. 

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Step 1: Log into the Kase App 

Log into the Kase app using your existing credentials: 

https://app.shippingtree.co/login/ 

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Step 2: Navigate to the Order List 

1. From the left-hand navigation menu, select Order List. 
2. Click All to view your full list of orders. 

This page displays all orders available to your account and is where filters and exports are applied.  

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Step 3: (Optional) Apply Filters

Before exporting, you may apply filters to limit the data included in the report.  Available filters include: 

• Order Type
• SKU
• Order Status
• Date Range

Important: If no filters are applied, the export will include ALL order data available in your account. 

Once filters are applied, only the filtered results will be included in the exported report. 

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Step 4: Export the Order Report 

1. Select Export as CSV from the Orders page. 

2. From the dropdown menu, choose one of the following export types:  

• Order Detail Export – Includes detailed order-level information 

• Shipment Detail Export – Includes shipment-specific details 

• Lot Number Export – Includes lot-controlled inventory details (if applicable) 

3. Click Export to submit the report request.  

Step 5: Retrieve Your Report 

Once the report begins processing: 

• The completed report will be emailed to you, or 
• You can download it directly from the app by: 
  1. Selecting Reports from the left-hand navigation Menu 
  2. Locating the completed report 
  3. Clicking Download 

Report generation time may vary depending on data volume and filters applied. 

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Helpful Tips 

• Large date ranges or unfiltered exports may take longer to process. 
• Applying filters can help reduce file size and improve report readability. 
• Ensure pop-ups and downloads are enabled in your browser when retrieving reports. 

If you have any questions about which export type to use or need help interpreting your report, please contact your Customer Service Representative.