Reports

Overview

• TrackAbout Support can create customized reports for you.
• These reports can be either emailed to you on a schedule or they can appear in the Custom Reports section of your site.
• See the information below about these customized reports...

Getting the Data

There are two different ways that you can get these reports

Emailed on a schedule

• In this case we'll setup a schedule for when the report is emailed.
  • For example: The 2nd of every month or every sunday
• The emails are sent between 4-5am US Eastern time. (9-10 am UTC aka Greenwich Mean Time)
• The report will be an attachment to the email. This will usually be in Microsoft Excel format unless you need something different.
• The report can be sent to as many email addresses as you would like.

Added to the Custom Reports section of your site

• This will appear on the Custom Reports section of your site.
• Any user with the "view custom reports" permission will be able to see all custom reports
  • Note that TrackAbout plans to give you more control with permissions for individual reports in the future.
• Users can download the reports from the site
• Users can also email reports to one or more email addresses. This is done from the site. See screenshot below...
  • First select the output type and click to send the results via email:

• Then enter the email addresses and click the 'Send' button:

Input

• Today there is not a way for you to enter any input parameters into these reports.
• So for instance you cannot enter a start date and end date for a report.
• However a report can be built with default parameters along the lines of 'from the first day of last month to the last day of last month'.
• Note that TrackAbout plans to give you a way to add input parameters in the future

Output

The output can be in one of these formats

• Excel: This is a Microsoft Excel spreadsheet file. It is a 'real' spreadsheet file where you can sum the rows and do whatever else you can normally do in Excel.
• PDF: Adobe PDF format
• CSV: Comma Separated value format. This is normally used if you want to import the data into some other system.
• XML: This is normally only used if you want to import the data into some other system.

Pricing

Report Creation

The standard price for setting up reports is a one time fee of US$250.

Some reports maybe be too large and complicated for this fee and may require a special quote. We'll let you know if that is the case. There is no charge to contact us and discuss or estimate a report.

Report Changes

Changes to existing custom reports will be charged at $100 per hour.

Next Steps

If you are interested in a report, please contact TrackAbout Support.