When you have designed a report it will appear in the list of Reports ready to run at any time to gather and display the required data.
To run an existing report, click on the name of the report. The data screen is displayed.
The following functions are now available for you to use:
Use the Group by buttons to display the report data in selected groups. You can group by office or time.
Use the button at the top of the screen to group all data by office. Each office's data is displayed in separate sections that can be collapsed and expanded as required. Within an office section, the data is displayed for each day, week or month within the range of dates selected (see below for more details).
Use the button at the top of the screen to group all data by time range. The time range is determined by the range selected, day, week or month (see below for more details). Data is displayed in separate time range sections that can be collapsed and expanded as required. Within a time section, the data is displayed for each office selected for the report.
Use the Day, Week and Month buttons to select the time range by which data is displayed. For example, if Day is selected, the KPI data is displayed for every day within the selected date range. If Month is selected, the KPI data is displayed for every month within the selected date range.
Use the calendar drop-down to select the range of dates that you want to display data from and to. A number of preset periods are available to select:
- Last week
- Last month
- Last 7 days
- Last 30 days
- Year to date
- Custom - select a start date and end date from the calendars
Use the Export Data function to export all of the report data to a CSV file for use in another program.
- Click on the Export Data button. A Save As dialogue window opens.
- Select the location where you want to save the CSV file to.
- Click Save. The report data is exported and saved in the selected location.
Use the Save Report function to save the report parameters so that you can run the report again at a later date without having to select the offices and KPIs again.
Note: Only the report's name, offices selected and KPIs selected are saved. If you change the Group by or time ranges, these are not saved and will have to be set again next time you run the report.