How to use and navigate the advanced reports lookup
The advance report tab will start as blank, as nothing has been searched. From here you select the reports you are looking for either by Module, Creator, type of reports, or type of format - once selected hit search to load the reports you are looking for.
Below are the areas where you make these selections highlighted in the screenshot:
Spreadsheets
Looking over spreadsheets you can access on the advance report lookout will also allow you to be able to access the spreadsheet and the ability to change the criteria for the data that is pulled to the spreadsheet.
Below is highlighted the criteria tab, here you can change the criteria you spreadsheet uses to pull data the main criteria that are changed to pull data is the date, you can edit this by clicking the highlight box "Show _______, Yesterday" and as always save the criteria before going back to the spreadsheet.
You are also able to edit the spreadsheets allowing you to move the columns, add line/columns
This will open a new window, allowing you to edit the spreadsheet. The highlight areas on the screenshot below show where you would set a data field in a cloumn an how you could rename it with "label"
Always remember to Save before exiting the edit to save the changes made.
Analysis report
The analysis reports gives a lot of information straight away and adding or removing information to this report is as simple as dragging and dropping in the right place, for example, if you want to add so you can see the account managers on the analysis aswell then all you would do is open attributes on the left.
After this, any of the chosen attributes and be dragged and dropped into the columns or rows at the top to create that column or row.
and to remove just drag the chosen tab out of the Column/Row and drop it anywhere else to remove that info from the analysis. You are also able to rearrange the order of the Attributes in the Columns/Rows load by dragging them and dropping them in the order you want them to load.
The same applies to the data that is shown on the Analysis report, you drag the "Measures" into the Data box to load that data in. The screenshot below shows that once added the data is populated in the analysis.
drop-downThere is also the ability to filter your data that is pulled through, by clicking the drop down an selecting quick filter it will show you the option to tick/untick the information you do or don't want.
If at any point you want to confirm where the data is being pulled from you can right-click the line you wish to look into an select "view underlying data"
Always remember to Save before exiting to save the changes made.