# Shipments by Customer analysis: what has not been shipped yet

URL: https://bimpsoft.com/en/help/reports/shipments-by-customer-report/
Updated: 2026-11-06

> The Shipments by Customer analysis report compares what was ordered, shipped and returned under Customer orders and shows the balance left to ship in units and in amounts. It opens from the "Reports" menu. By default it shows only unclosed debts; closed ones are turned on with the "Show closed debts" checkbox.

## What the report is for

The Shipments by Customer analysis report shows how fully [Customer orders](https://bimpsoft.com/en/help/sales/customer-order/) have been fulfilled: how much was ordered, how much was actually shipped, how much was returned and how much is still to be shipped. It helps the warehouse and logistics plan dispatches, and helps the manager spot delays in time, for example when an order is paid but the goods were shipped only partially.

Example: a customer ordered one item for 5,000 UAH, and there have been no shipments yet. The report shows 1 pc ordered for 5,000 UAH, 0 pcs shipped, and 1 pc worth 5,000 UAH left to ship. The manager monitors picking so as not to break the deadline under the contract.

The mirror report for purchasing is [Receipts by Supplier analysis](https://bimpsoft.com/en/help/reports/receipts-by-supplier-report/).

## How to run it

1. Open **Reports → Shipments by Customer analysis**.
2. Click **Filters** and enter a time range in the "Period" field.
3. If needed, set other filters.
4. Select "Group by" and "Detail by".
5. Click **Generate report**.

General rules for working with the panel, templates and downloading are in [Reports in Bimp: filters, grouping, templates, export](https://bimpsoft.com/en/help/reports/reports-overview/).

## Indicators

| Column | What it means |
|---|---|
| "Customers / Order invoices" | The client and their orders (the levels depend on the grouping) |
| "Ordered, qty" and "Ordered, amount" | Quantity and value in Customer orders |
| "Shipped, qty" and "Shipped, amount" | What was actually shipped with [Sales of goods and services](https://bimpsoft.com/en/help/sales/shipment/) documents |
| "Returned, qty" and "Returned, amount" | What the customer returned |
| "Left to ship, qty" and "Remaining, amount" | The unfulfilled part of the order |

## Filters and grouping

| Filter | Purpose |
|---|---|
| "Period" | The period of the orders |
| "Customer" | A specific client |
| "Lines of business", "Project" | Sales by line of business or project |
| "Contract" | A specific contract |
| "Order invoice", "Sales of goods and services" | Individual documents |
| "Author", "Responsible manager" | Results by employee |

"Group by": customers, order invoices, products, documents, parent counterparty, responsible manager, author. "Detail by": order invoices, products, documents, responsible manager, author.

The "Show as last level: Documents" switch adds the individual order and sales documents, and "Management accounting currency" converts all amounts to one currency. The "Search" line above the table instantly filters rows by text.

> [!NOTE] By default the report shows only current (unclosed) debts. To see movements across all documents, turn on the "Show closed debts" checkbox at the bottom of the "Filters" panel.

## How to read the numbers: an example

For July 2026, the report is grouped by customers with detail by order invoices.

![Shipments by Customer analysis report for 01.07.2026 - 31.07.2026: customers Kozakova and Sydorenko, each with a Customer order for 1 pc and 5,000.00 UAH (No. 35 dated 30.07.2026 and No. 36 dated 31.07.2026); the "Shipped" and "Returned" columns are zero, the "Left to ship" columns show 1 pc and 5,000.00 UAH](https://bimpsoft.com/help/_img/5a3ee82b-594f-450e-8b02-5712aef9f8fa.webp)

The customers "Kozakova" and "Sydorenko" each have one order (No. 35 and No. 36) for 1 pc and 5,000.00 UAH. Shipped is 0 pcs, returned is 0 pcs, so "Left to ship" equals the ordered amount: 1 pc worth 5,000.00 UAH. This means both orders are waiting for shipment and the warehouse has to pick them.

For each row the relation holds: ordered − shipped + returned = left to ship.

## Why the numbers do not match

**The order is not in the report.** The order is closed (everything is shipped): turn on "Show closed debts"; or its date does not fall within the "Period".

**There is a shipment, but "Shipped" is zero.** The Sales of goods and services document is not posted or was created without a link to the order: the report matches shipments to the order through the links between documents. Check the "Links" tab, see [Links tab](https://bimpsoft.com/en/help/basics/document-links/).

**Amounts differ from the Sales report.** "Sales" shows only what was shipped in the period, while this report shows the state of order fulfillment. For the customer's money debt, see the [Customer Settlements](https://bimpsoft.com/en/help/reports/customer-settlements-report/) report.

## FAQ

**How can I see which Customer orders have not been shipped yet?**

Open “Reports → Shipments by Customer analysis”, select a period and click “Generate report”. The “Left to ship” columns show the quantity and amount not yet shipped.

**Why is a fully shipped order not in the report?**

By default the report shows only unclosed debts. To see all documents, turn on the “Show closed debts” checkbox at the bottom of the “Filters” panel.

**Can I see the specific sales documents?**

Yes. Turn on the “Show as last level: Documents” switch and expand the order row.