Run a Standard Report

Contents

• Overview
• Standard Reports
• Run Reports
• Download a Report
• Field Descriptions
• Best Practices

Overview

Standard Reports are a great way to review data at a glance. Access a variety of Standard Reports within the Analytics module. View Analytics Report Descriptions to read more about each available Report.  These reports generate real time data and utilize various preset filters.

Standard Reports cannot be edited beyond the provided filters. Standard Reports also cannot be saved as they are meant to provide at a glance data. Consider using the Create a New Report feature to collect specific data points and further customize a Report.

Standard Reports

A set of Standard Reports are readily available for all users in your organization from the Analytics list page. A Standard Report is recognized by the Ordway icon to the left of the report name and the Created By column lists Ordway. The Visibility of Standard Reports is always Public. 

Run Reports

Steps

1. In the left navigate to menu, click Analytics > Reports. 

2. Select a report category (Example: Account Balance, ARR & MRR)

3. Click on the desired report.
   

4. Once the Report loads, click the Filters arrow to expand the section.
   
5. Populate the filters accordingly. 
   Select the appropriate filter parameter. Click the + sign to add an OR filter.
   
6. Click Run to view the Report results. You can edit the Filters as your need. 
7. The report displays data in a tabular format based on the selected filters.

Download a Report

1. In the top-right of the reports page, click DOWNLOAD. The Download dialog box appears.
   
2. Select a format (for example, Excel). Refer to field description
3. Enter or confirm the file name

4. Select the checkbox whether to include:

   • Report Parameters
   • Grouping (if any)
5. Choose the download method
   • Download Now, or
   • Email me this file
6. Click DOWNLOAD.
   The report is downloaded or sent via email based on the selected option.

Field Descriptions

Best Practices

• Use Email me this file option for large reports
• Include report parameters for better traceability
• Verify file format before downloading