Figure 6 The Data Exchange Organisation Summary Report home page – Select from the Reporting Period End Date field the required report period end date. Select from the Organisation field your organisations name. Select Run Report. Step 6 View your reports – The reports page will display. The default view for this report is to show all Outlets and programmes you have access to. Figure 7 The Data Exchange Organisation Summary Report page – To move through the report use the navigation buttons on the bottom left of the screen. A glossary of terms is available on the last page. Figure 8 Navigation buttons – Step 7 Filter your reports – You can filter this report to a specific programme activity or outlet by using the filters at the top of the report, to further refine this report. Figure 9 Filter boxes – Select the programme activity or outlet you wish to filer the report to, using the tick boxes Select Apply Activity Filter, or Apply Outlet Filter Step 8 Exporting reports to PDF – The default is to show this report in HTML format. If you wish to view and save this report in PDF format select the HTML symbol on the top right of the screen and select PDF. Figure 10 View options – The excel function is currently not active. This will be available in future versions of the Please Note: report. Step 9 Email the report to yourself – You can email a version of the report by selecting the Keep this version button on the top right of your screen. Select Email Report… and then enter the requested details. Figure 11 View options keep this version function – Figure 12 Email details –
Figure 6 – The Data Exchange Organisation Summary Report home page Select from the Reporting Period End Date field the required report period end date. Select from the Organisation field your organisations name. Select Run Report. Step 6 – View your reports The reports page will display. The default view for this report is to show all Outlets and programmes you have access to. Figure 7 – The Data Exchange Organisation Summary Report page To move through the report use the navigation buttons on the bottom left of the screen. A glossary of terms is available on the last page. Figure 8 – Navigation buttons Step 7 – Filter your reports You can filter this report to a specific programme activity or outlet by using the filters at the top of the report, to further refine this report. Figure 9 – Filter boxes Select the programme activity or outlet you wish to filer the report to, using the tick boxes Select Apply Activity Filter, or Apply Outlet Filter Step 8 – Exporting reports to PDF The default is to show this report in HTML format. If you wish to view and save this report in PDF format select the HTML symbol on the top right of the screen and select PDF. Figure 10 – View options Please Note: The excel function is currently not active. This will be available in future versions of the report. Step 9 – Email the report to yourself You can email a version of the report by selecting the Keep this version button on the top right of your screen. Select Email Report… and then enter the requested details. Figure 11 – View options keep this version function Figure 12 – Email details
utc_14_-_run_a_standard_report_jan-2016.docx