How To Instructions

"How To" provides instructions for using the reporting application. It is split into the following three categories:

  1. Getting Started
  2. Running a Report
  3. Working with Results

Getting Started

  1. The Reports Home Screen
  2. Site Navigation
  3. Automated Reports
  4. Custom Reports
  5. Your Recent Reports
  6. Report Templates
  7. Your Preferences

Running a Report

  1. Running a Report: Overview of Steps
  2. Select a Report
  3. Select a Population (Customer Structure)
  4. Create a Filter that Defines a Population
  5. Select Dates
  6. Add Details to Your Report
  7. Limit Report Results
  8. Miscellaneous Steps
  9. Limit Results to Values Imported from a File
  10. The Processing Screen
  11. Cancel a Report Request
  12. Use a Template to Run a Report
  13. Send Output Straight to Excel/PDF

Working with Results

  1. Overview of Dynamic Reporting Features
  2. View Report Details
  3. Menus - Results Screen
  4. Toolbars - Results Screen
  5. Dynamic Report Grid
  6. Move Columns and Rows
  7. Sort Report Content
  8. "Page-by" an Attribute/Metric
  9. Add Subtotals or Other Calculations
  10. Filter Report Contents
  11. Drill into Results
  12. Reselect Population, Dates, etc. (Re-prompt)
  13. Refresh the Data
  14. Export to Excel, etc.
  15. Create a PDF
  16. Print
  17. Save
  18. Graph