What are the different Report Tabs and how should I use them?
- Distribution Reports:
There are various ways to view the information generated in your proposal. Use the dropdown arrow, on the right side of the screen to see the various choices. Spend some time looking at the selection results and then determine which report is best suited for your specific needs. Multiple reports may be required – or one report could suffice – all depending on your client’s needs.
- Reference Reports:
Reference selections are typically made within the Target page. If you prefer, there is the option to add different reference selections on this page (Primary and/or Secondary). Based on your selection, use the drop down by View to see the optional reports. Review to determine what is best report for your business situation.
- Output Reports:
To output any of the above reports, first click within the report that you are viewing. Then click on Download (located in the upper right area of your screen). A popup will appear on your screen allowing you to select the file format for the output of your information. Best Practice is to select Crosstab, which will provide the detail you see on the screen in an excel format.
Upon making your selection, a popup window will appear informing you the file has been generated. Click on Download to complete the action. The file will be saved to your computer and is also seen in the lower left corner of your screen. To immediately view, click on the file to open.
This information may be emailed to your client or used as you prefer.