Difference between revisions of "Reports"

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.

@@ Line 1: / Line 1: @@
+{{TrackAbout Feature
+|Feature Description=TrackAbout Support can create customized reports for you provide through the TrackAbout website or email subscription
+}}
 == 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...
+* 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 ==
-There are two different ways that you can get these reports
+There are two different ways that you can get these reports.
-===Emailed on a schedule===
+===Scheduled Reports===
-* In this case we'll setup a schedule for when the report is emailed.
+* 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 or every sunday
+** For example: The 2nd of every month
-* The emails are sent between 4-5am US Eastern time. (9-10 am UTC aka Greenwich Mean Time)
+** Another example: Every Sunday
-* The report will be an attachment to the email. This will usually be in Microsoft Excel format unless you need something different.
+* 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.
-=== Added to the Custom Reports section of your site ===
+=== Custom Reports ===
-* This will appear on the [https://www.trackabout.com/clt/reports/CustomReports.aspx Custom Reports] section of your site.
+*Once created, these report are added to the '''Custom Reports''' section of your site (left side menu).
-* Any user with the "view custom reports" permission will be able to see ''all'' custom reports
+Sample Custom Reports page:
-** ''Note that TrackAbout plans to give you more control with permissions for individual reports in the future.''
+:::[[Image:CustomReports_ExampleWithTwoReports.jpg|border]]
+* 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:
+:::[[Image:CustomReports_PickToEmail.jpg|border]]
+:* Then enter the email addresses and click the 'Send' button:
+:::[[Image:CustomReports EnterEmails.jpg|border]]
-== Input ==
+== Input Parameters==
-* Today there is not a way for you to enter any input parameters into these reports.
+Sample of parameter field types
-* So for instance you cannot enter a start date and end date for a report.
+*Text entry field (type or paste list)
-* 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'.
+*Drop-Down list (Cat, Grp, Type, Rental period, etc…)
-* ''Note that TrackAbout plans to give you a way to add input parameters in the future''
+*Date/time picker
+*Check Boxes
-== Output ==
+== 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.
+* 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.
-=== 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.