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Difference between revisions of "Reports"
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| + | {{TrackAbout Feature | ||
| + | |Feature Description=TrackAbout Support can create customized reports for you provide through the TrackAbout website or email subscription | ||
| + | }} | ||
== Overview == | == Overview == | ||
| Line 4: | Line 7: | ||
* These reports can be either emailed to you on a schedule or they can appear in the Custom Reports section of your site. | * 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. | * See the information below about these customized reports. | ||
| + | |||
| + | == Pricing == | ||
| + | |||
| + | === Report Creation === | ||
| + | The standard price for setting up a reports is a one-time fee of '''US$699 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 $250 per hour. | ||
| + | |||
| + | == Report Request == | ||
| + | To request a report, please fill out the Custom Report Template here and send it to Support along with a description of the problem the report is solving: | ||
| + | [[File:CustomReportTemplate.xlsx]] | ||
| + | |||
| + | |||
| + | |||
| + | For more details or questions, please contact [[Contact_Us#Support|TrackAbout Support]]. | ||
== Getting the Data == | == Getting the Data == | ||
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=== Custom Reports === | === Custom Reports === | ||
| − | *Once created, these report are added to the Custom Reports section of your site (left side menu). | + | *Once created, these report are added to the '''Custom Reports''' section of your site (left side menu). |
Sample Custom Reports page: | Sample Custom Reports page: | ||
:::[[Image:CustomReports_ExampleWithTwoReports.jpg|border]] | :::[[Image:CustomReports_ExampleWithTwoReports.jpg|border]] | ||
| − | * Permission: Any user with the "View Custom Reports" permission will be able to see ''all'' custom reports. | + | * Permission: Any user with the "View Custom Reports" permission will be able to see ''all'' custom reports. Customer Portal (formerly Follow-On Tracking) users do not have access to 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 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 then click to send the results via email: |
:::[[Image:CustomReports_PickToEmail.jpg|border]] | :::[[Image:CustomReports_PickToEmail.jpg|border]] | ||
:* Then enter the email addresses and click the 'Send' button: | :* Then enter the email addresses and click the 'Send' button: | ||
| Line 31: | Line 53: | ||
== Input Parameters== | == Input Parameters== | ||
| − | * | + | Sample of parameter field types |
| − | * | + | *Text entry field (type or paste list) |
| − | * | + | *Drop-Down list (Cat, Grp, Type, Rental period, etc…) |
| − | * | + | *Date/time picker |
| + | *Check Boxes | ||
== Output Formats == | == Output Formats == | ||
| Line 41: | Line 64: | ||
* 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. | * 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 | * PDF: Adobe PDF format | ||
| − | * CSV: Comma Separated | + | * 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. | * XML: This is normally only used if you want to import the data into some other system. | ||
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Latest revision as of 10:09, 11 July 2023
| TrackAbout Feature | |
|---|---|
| Feature Name: | Reports |
| In Module: | |
| Short Description | TrackAbout Support can create customized reports for you provide through the TrackAbout website or email subscription |
| Available In: | |
| ← Back to list | |
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.
Pricing
Report Creation
The standard price for setting up a reports is a one-time fee of US$699 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 $250 per hour.
Report Request
To request a report, please fill out the Custom Report Template here and send it to Support along with a description of the problem the report is solving: File:CustomReportTemplate.xlsx
For more details or questions, please contact TrackAbout Support.
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. Customer Portal (formerly Follow-On Tracking) users do not have access to 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 then click to send the results via email:
- Then enter the email addresses and click the 'Send' button:
Input Parameters
Sample of parameter field types
- Text entry field (type or paste list)
- Drop-Down list (Cat, Grp, Type, Rental period, etc…)
- Date/time picker
- Check Boxes
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.