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How To: Reports!

Heath
Updated

Along with the Daily Mobility and Impression Variation Reports, LOCI includes a separate Reports search tool within the module

(note: the Impression Variation Report is currently undergoing improvements and is not available; users will be notified when the report is available again)

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All Reports

The default layout of the Reports module is a list of all reports that have been generated sorted by Created Date

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The right-side of list provides two sorting options: Viewing By and Timeline

Viewing ALL: all generated reports are available in the list

Viewing MINE: only reports you have generated are available in the list

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The reports list can also be filtered by those generated in the past 7 days, 30 days, or 60 days

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The Customize Columns button allows the user to change which headings are available in their report list by use of a drag-and-drop selection

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As in all other module tables, the Expand Table button presents the table in a larger format for the user

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Selecting the Collapse Table button returns the table to its original view in the module

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Next to each Report Name is an action button (three stacked dots) that provides the user with five options:

  • Download
  • Save as PDF
  • Duplicate Report
  • Regenerate with latest data
  • Delete

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Report Generation

There are six fields that are required to search for reports:

  1. Category
  2. Report Type
  3. Cost type
  4. Start Date
  5. End Date
  6. Report Display Name

Category and Report Type

There are two categories in which to search: Clients & Media, Vendors, and Billing & Invoices 

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Each category will filter the report types under the report type dropdown

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Cost Type

The cost type dropdown includes five options:

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Start and End Dates

The Start and End Dates are selected by either manual entry or the date picker function

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Report Display Name

The report display name is a text field that will populate as the title of the report once it is generated

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Generating a Report

Once the required fields have been populated, the user can click the Generate Report button at the bottom of the search menu

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Clicking Generate Report will bring up the document viewer with the relevant information

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The report can be exported as a PDF using the Export dropdown button

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