Run Standard Reports
Run standard reports allows you to create reports for your sites. You can choose the report types, view report descriptions, choose the report format (PDF or Excel), and run reports for selected sites. Popular reports are indicated based on user frequency selection. By default, reports are e-mailed to you; however, you can change the settings in Preferences. You can also e-mail reports to others and include a subtitle. If you have a Premium subscription, you can upload your own logo to be included on reports.
- Click the Get Reports tab and click Run Standard Reports.
- Click Select All to automatically select all site check boxes. Click None to uncheck all site check boxes.
- Check the check box for the sites for which you want to run reports.
The Run Standard Reports pane opens by default.
Your saved sites appear in the site panel in the Run Reports pane.
The number of sites checked appears next to Selected Sites.
Running Standard Reports
You can select the type of reports that you want to view.
- Click the View drop-down menu to select the type.
- The Add column contains an Add button. Click to add the report to the Selected Reports table.
- Click Add.
- Continue this process until you have selected all of the reports that you want to run.
- Click Run Selected Reports.
You can choose from All Reports, Business, Consumer Spending, Demographics, Maps, Tapestry Segmentation, and Traffic. All Reports is the default.
Once you select from the list, the reports in the category appear.
The Report Title column indicates the report name.
The Price column indicates the price for the report.
The Format drop-down menu allows you to select the format of the report. You can choose from PDF, Excel, or both.
You can click on the report name for a Report Description dialog box which provides information about the report, a sample view and related information links. This helps you to determine if the information in the report is what you want.
The report is added, for the selected sites, to the Selected Reports table and appears at the bottom of the screen.
Click Remove to remove the report from the list.
Click Remove All to remove all of the reports from the list.
To run a quick report
Running a quick report gives you fast access to a report that appears on your desktop. Quick reports are not stored in Previous Reports.
- Click Run now.
- Click Open Report.
In the Selected Reports table at the bottom of the screen, the selected reports appear.
The Format drop-down menu allows you to select the format of the report. You can choose from PDF, Excel, or both.
When the report is ready, the Run now text is replaced with Open Report.
The report appears.
To run selected reports
When running selected reports, the reports are sent to you via email as well as to any others you have indicated in the Add cc text box.
- In the Selected Reports table at the bottom of the screen, click Run Selected Reports.
- Click OK to close the Reports Ready dialog box.
An Order Confirmation dialog box appears with your order number.
When the reports are ready, a Reports Ready dialog box appears with the list of the reports you selected. Your reports are available separately or in an all-in-one pdf. These reports can also be accessed in Previous Reports.
To add more sites
If you want to create a report for a site that is not in the site panel, then you can add the site.
- Click Add More Sites from the site panel.
- Check the check box for the site that you want to add.
- Click Ok.
Note: If the sites in the site panel fills the space then Add More Sites will be hidden. Click the right toggle button to the left of the site panel to access Add More Sites.
The Select Sites dialog box appears.
The site appears in the site panel and is checked by default.
To add a new location
If you want to create a report for a new location then you can use the Add New Location button.
Click Add New Location in the Run Standard Reports pane.
To sort reports
You can sort the view of the reports.
You can choose from Alphabetically, Popularity, and Price.
Click on the word to make your selection. The chosen item will appear in black, while those not chosen will be blue.
To e-mail selected reports
You can e-mail the reports to others. You can send them to others in your organization or those outside including clients. Use the Send to and Add cc to indicate the e-mail addresses of those you want to receive the reports. The Report subtitle text box allows you to indicate the subtitle of the report. Reports are e-mailed only when Run Selected Reports is selected. Reports will not be e-mailed if you select Run now.
- To receive the reports via e-mail, the user name is automatically entered in the Send to text box. You can change this default setting in Preferences.
- To send the reports via email to others, enter their email addresses in the Add cc text box. For more than one e-mail address, separate the e-mail addresses with a semicolon only. Do not add a space in between e-mail addresses or semicolons.
- To add a report subtitle, type the subtitle name in the Report subtitle text box.