Requesting a Report

1. Using the Sales Reporting personaA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Request from the Reports menu. Or, select in the universal menu, and then select Request Report under Reports.
2. On the Request Report page, select the link for the report you want in the Available Reports table. (This table may also show a type for each report; report types may be defined in the validation listA validation list is a list of valid values for a particular field (property). The values included in many lists can be maintained in SalesConnect. Report Type; see Maintaining Validation Lists for general instructions.) Once you select a report link, the page is updated to show information about the selected report template.

3. Choose options for the request:

   Tips

   • Give each request a distinct Report Name; this makes it easier to identify each specific instance of the report.
   • If you don't want to use the default format for the report, you may be able to select an option in the Export format field. If no additional formats are available, this field isn't editable.
   • You can add up to 5 email addresses to which the report will be sent in the Recipient Email Address field; separate each address from the others with a semi-colon ( ; ). Only email addresses within the one or two domains specified for your SalesConnect system may be used. Some reports may not be able to be emailed.
   • If you want to share this report with other SalesConnect operators in a public report folder, select the folder in which it will be shared in Place in public folder. Available public folders may be defined in the validation list Report Public Folder; see Maintaining Validation Lists for general instructions.
   • Set the time at which creation of this report should start in Run Time. You'll want to consider when data that you want included in the report will be available; for instance, a daily Big Ticket Posting report will probably show the most useful data if you schedule it to run after Nightly Cycle processing has occurred, and possibly after the first round of reprocessing of repaired transaction errors has also occurred.
   • You can choose whether this request will create a single instance of the report or will be a recurring request for a scheduled report: Select the appropriate option in Recurrence Pattern. The option that you select may cause additional fields to display; be sure to complete them to indicate when the scheduled reports should be created. (Though the Report Schedule Type validation list is used to define the available options, each requires application code changes to work correctly. So you cannot simply add values to this list to add options, and you shouldn't delete any of the default options either.)

   • A Report Parameters section is shown when the selected report has parameters; complete the fields in this section to choose the data to include in your report. (Parameters are defined in the report template and . Authorized operators set how parameters are displayed when you request a report. )

     • For some fields, you can select to display a popup you can use to select a date. The options for date parameters change when you are scheduling recurring instances of a report, to let you set dates relative to the date on which the report is run.
     • As with Run Time field, for some fields, you can select to display a popup you can use to select a time.

     • If appears next to a field, you can select it to display a drill popup you can use to search for values for that field. When you choose values, the popup closes, and those values are listed below the field. You can select X for any value to remove it.

       

       Some such fields may first be shown with below them or Select All in the field; when either of these are shown, all possible values for that field are currently selected for inclusion in the report. If you select a specific value or values for such a field, the Select All option is removed automatically. If you remove the Select All tag for a field, you must specify values for it. If you change your mind, you may be able to remove the specific values you've selected and restore the Select All option for a field. To do so, select for the field, and then select Select All on the popup. If Category and Territories are parameters for the report you're requesting, you must select Category values first: the available territoryIn a territory category, you can define as many named territories as you need to identify sales responsibilities. Territories are often divided geographically, and can include whole countries, states or provinces, or even ZIP/postal code ranges. Other criteria can be included for each territory, such as firm association or channel/subchannel definitions. If needed, you can filter offices, reps, partnerships, and teams to which a territory will apply by their firm association alone. Each territory can have one or more operators assigned to it; after territory assignments are set, permissions can be set to control the level of access each operator has to data (such as viewing or editing), based on his or her territory assignments. values are determined by the selected territory categoriesA territory category represents one set of distinct territories that you need to maintain at the same time. A single territory category may not reflect how your sales force is distributed, so you can define up to fifteen (15) different territory categories in SalesConnect; however, only one version in each territory category can be current at any given time. Categories can represent particular lines of business (such as wirehouses or banks) or product lines (such as mutual funds or annuities), or any other meaningful division for which you need to support distinct sets of territories. Categories include as many named territories as you need to identify sales responsibilities. Named territories are often geographical in nature, but can also include channel/subchannel definitions and firm associations. Applicability also affects office and rep/partnership/team territory assignments: if a territory category is applicable to a firm, then entities associated with that firm can be assigned to territories in that category; but if the category is not applicable to a firm, then associated entities are not assigned to a defined territory in it, but are instead flagged "Not Applicable" for the category.. When a Select All option is available for Category, you can't select individual territories; all territories for all categories will be included.

4. When you are ready, select Save to submit the request. A message confirms your request.

   • As soon as the report is created and saved, if you opted to email it to yourself or others, those emails are sent with the report as an attachment. You can also retrieve completed report files from within SalesConnect. See Using Generated Reports for details.

   • If the request was for a scheduled report, that ongoing request is now listed under My Scheduled Reports on the Request Report page that lists available reports. You can manage your scheduled reports using this table; you may be able to:

     • Select the link for a scheduled report request to show a page you can use to change scheduling options and parameter values for it.
     • Use the checkboxes to select reports, and then select Delete to delete those scheduled reports so that no more instances of them are created.
   • If you want to check on the status of requests you've submitted for reports, you can do so easily in SalesConnect. See Checking on Your Report Requests for details.