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Difference between revisions of "Reports"
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** For example: The 2nd of every month | ** For example: The 2nd of every month | ||
** Another example: Every sunday | ** Another example: Every sunday | ||
| − | * The emails are sent between 4-5am US Eastern time. (9- | + | * The emails are sent between 4-5am US Eastern time. (9-10am UTC/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 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. | * The report can be sent to as many email addresses as you would like. | ||
Revision as of 18:10, 25 March 2011
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 TrackAbout will setup a schedule for when the report is emailed.
- For example: The 2nd of every month
- Another example: Every sunday
- The emails are sent between 4-5am US Eastern time. (9-10am UTC/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.
- Permission: 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.