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.

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 then 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.