Running Reports

Reports can be downloaded in two ways, by creating and Running a new Report Definition or by Running a previously saved Report Definition.

The Create a Report Area

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Note: The filters in the Reporting section work as described in Filtering Functions. However they function independently to any filters set in the Data section. Filters should be set as described in Filtering Functions to filter out all but the required data before defining the rest of the Report.

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Creating a New Report Definition

1. If you are not already seeing the Create a Report Area, click on the Create tab at the top left to open it up
2. Give your Report a unique name by clicking in the Report Name box and typing
3. Select how you want the Report to group data by checking the correct box in the Group By area
4. Select how you want the Report to be Rendered by checking the correct box in the Render As area.
   1. CSV - Report will be downloaded as a CSV file which can be viewed in excel
   2. HTML - Report will open in a new tab as a HTML file
5. Select whether you want Monthly, Quarterly or Yearly data by choosing from the drop down list in the Report Settings area
6. If Account or ICP is selected in the Group By area then use the "Values Selector" to move Values between the two boxes to select which values you wish to be displayed in the Report. If Category is selected then select which group data is to be organised by from the drop down list (this list is only visible when category is selected).
7. Select which Account Data Values you wish to be displayed in the report. This is done by clicking on the blue pencil to the left of the row you wish to edit. Three drop down boxes will appear. Select the values you want to be displayed in the Report, and then click the blue tick to confirm your selection. It is possible to select multiple values.
8. Select the date range which the report is to be ran for using the date selector as described Here.
9. Click Run Report to run the Report or Save Report to save the Report Definition.

If you select CSV in the Render As area then you will be able to save the Report to your computer as a CSV or Excel file.

Running a Previously Saved Report Definition

Saved Reports

1. Click on the required Report Definition from the list
2. This Report Definition will now load in the Create a Report Area, where it can be Ran or edited from.

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