AccuTrack/AccuSQL: How to Use the Reports Center

Step 1:      

Click on the Reports Center console

Step 2:      

Select the Period in the lower left-hand corner. Click the thumbtack to lock down the selected Period

Select a Report category from the Standard tab in the upper left-hand corner

            

Step 3:

Hover over a report for a short description of the report Purpose

Step 4:

Change the view from Column Mode to List Mode using the radio button in the upper right-hand corner

Hover over a report in List Mode for details such as Purpose, Available Filters, Display Options, Grouped By, Order, and full Description

Step 5:       

Choose a Report and Click on the Zoom button

The Zoom button is available in Column Mode view and List Mode view

      

Step 6:     

To the right-hand of this screen, you will see Filters, Time Format, and Report Options 

Any Filters that cannot be applied will be grayed out 

Step 7:      

To the left-hand of the screen you will see an image of the report you Zoomed in on

Click on the image of the report to see the Purpose, Available Filters, Display Options, Grouped By, Order, and Description

Click X to exit this view                                               

Step 8:      

 

                                                                                Click on the descriptions below to see how each button works               

  Run Report: This will run the report and display it as a PDF

  Export: This will export the report to Excel

  Create Group: This will allow you to create a group

  Create Schedule: This will allow you to automate a report and have it emailed/and or saved

  Memorize: This will allow you to memorize the report, including any applied filters 

  Customize: This will open the report customization tool which allows you to finely tune your report

  Add to Favorites: This will add the report to your list of favorites

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