WARNING: The TrackAbout MetaWiki has been deprecated and is no longer being updated.
Please visit our new TrackAbout Knowledge Base at https://supportkb.trackabout.com for the most-up-to-date documentation on TrackAbout and TrackAbout Mobile.
Difference between revisions of "Reports"
Jump to navigation
Jump to search
| Line 6: | Line 6: | ||
== Getting the Data == | == Getting the Data == | ||
| − | There are two different ways that you can get these reports | + | There are two different ways that you can get these reports. |
===Scheduled Reports=== | ===Scheduled Reports=== | ||
| − | * | + | * For these reports, TrackAbout will set up a schedule for when the report is emailed to a list of recipients. |
** For example: The 2nd of every month | ** For example: The 2nd of every month | ||
** Another example: Every Sunday | ** Another example: Every Sunday | ||
| − | * Unlike the | + | * Unlike the Custom Reports, these scheduled reports do not support parameters since they are run unattended. |
* The emails are sent between 4-5am US Eastern time. (9-10am UTC/Greenwich Mean Time) | * 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 but other | + | * The report will be an attachment to the email. This will usually be in Microsoft Excel format, but other formats are available. |
* 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. | ||
| Line 21: | Line 21: | ||
Sample Custom Reports page: | Sample Custom Reports page: | ||
:::[[Image:CustomReports_ExampleWithTwoReports.jpg|border]] | :::[[Image:CustomReports_ExampleWithTwoReports.jpg|border]] | ||
| − | * Permission: Any user with the " | + | * 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.'' | ** ''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 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... | * 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: | ** First select the output type and click to send the results via email: | ||
Revision as of 08:21, 14 September 2012
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.
Scheduled Reports
- For these reports, TrackAbout will set up a schedule for when the report is emailed to a list of recipients.
- For example: The 2nd of every month
- Another example: Every Sunday
- Unlike the Custom Reports, these scheduled reports do not support parameters since they are run unattended.
- 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, but other formats are available.
- The report can be sent to as many email addresses as you would like.
Custom Reports
- Once created, these report are added to the Custom Reports section of your site (left side menu).
Sample Custom Reports page:
- 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 Parameters
- 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 Formats
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 a reports is a one time fee of US$350 per report. This applies to both Custom Reports and Scheduled Reports
Some reports maybe be too large and complicated for this fee and may require a special quote. We will 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 $150 per hour.
Next Steps
If you are interested in a report, please contact TrackAbout Support.