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MY REPORTS - FOR MANUFACTURERS SUMMARY REPORT

HOW-TO GUIDE & FIELD CHARTS

TABLE OF CONTENTS

Summary Report - Getting Started ............................................ 2

Summary Report - Field Charts .................................................. 4

Summary Report - Templates and Predefined Reports .......... 16

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SPECPATH MY REPORTS – MFG – SUMMARY REPORT –HOW-TO GUIDE & FIELD CHARTS

Summary Report – How-To Guide and Field Charts Getting Started

The Summary Report lets you work with report fields and filters you define and shows you a preview of your report. Here you can create and download exports of your event data as it is received and stored within SpecPath.

1. Sign in to your SpecPath account. 2. Open the My Reports module from the navigation pane along the left-hand side

of the screen.

3. Under Report Layout click on the Summary Report radio button and then click NEXT to create your report.

4. The Report Parameter Fields are organized by category (Project, Brand, Item, Consultant, etc.). Locate the fields you want by scrolling through the categories, then drag and drop them into the Report Preview pane to add them to the report as columns of data. The order in which you drag and drop the fields is the order in which they will appear as columns in the final report. The column order will also be displayed above and below the Report Preview pane. Above, your selections will appear in order via orange parameter boxes. Below, your selections will appear in a sample report table. *If you need to rearrange a dropped parameter field, depress and hold the left click mouse button over the parameter and with your mouse drag it to the desired location and then unclick your left mouse button. You’ll now be able track the location using the orange parameter boxes at the top of the preview pane. Once you have it hovered over the desired location, click and release the left click button on your mouse.

http://specpath.org/account/welcome?ReturnUrl=%2f



Summary Report – How-To Guide and Field Charts Getting Started, cont.

5. Now that you’ve chosen the parameter columns that will appear on your report you have the option to filter those parameters. Using filters is an optional report step. If no filters are needed you can proceed by clicking NEXT at the top right of the report page.

6. Under each category you’ll find a set of filters that can be chosen to customize your report. These filters represent the data that will appear in the columns created from steps 4 & 5. If you utilize no filter, your report will return all data for that filter category.

7. Now that you have chosen your report parameters and filters you’ll be able to preview those selections in the Report Overview section on the left side of your screen. If any changes are needed, simply click the Back button to make those adjustments.

8. If no further updates are need you can now generate your report by clicking on the green Run Report button on the top right of the Report Overview page.

9. Once the report has been generated it will appear onscreen. You will also have these options – Save Template, Export to CSV and Export to PDF.



Summary Report – How-To Guide and Field Charts Project Fields

Field Output - MFG Field Description - MFG



Summary Report – How-To Guide and Field Charts Project Fields, cont.




Summary Report – How-To Guide and Field Charts Items Fields




Summary Report – How-To Guide and Field Charts Items Fields, cont.




Summary Report – How-To Guide and Field Charts Consultant Fields




Summary Report – How-To Guide and Field Charts Dealer Fields




Summary Report – How-To Guide and Field Charts Rep Fields




Summary Report – How-To Guide and Field Charts Rep Fields, cont.




Summary Report – How-To Guide and Field Charts Credit Tracking Fields




Summary Report – How-To Guide and Field Charts Credit Tracking Fields, cont.




Summary Report – How-To Guide and Field Charts Templates and Predefined Reports There are three report options in My Reports.

1. System Templates 2. My Templates 3. Predefined Reports

System Templates: Here you’ll find a list of ready-made report templates for commonly used report configurations. The System Templates feature allows you easy access to prebuilt report templates designed via feedback from you, our users!

System Templates can be used “as is” or as a starting point for a custom template. These reports are available to all Reps and can be customized and saved to the My Templates section if you need to fine tune them.

Accessing System Templates

1. Click the System Templates button to reveal a list of ready-made reports.

2. Scroll through to locate a Template Name per Template Category. 3. Click on the Template Name to open the report template.

As you prepare to generate reports on your project data, keep these tips in mind:

• Well-designed reports run faster.

• Before building your report, consider writing down each question your report must answer. This way, your report will return all the data you need.

• Save your report using the Save Template feature so it’s available to you and your team going forward.

• Collaborate with fellow co-workers & other SpecPath subscribers. Knowledge sharing is the gateway to productivity!



Summary Report – How-To Guide and Field Charts Templates and Predefined Reports My Templates: Here you’ll find saved custom report templates you create using the Save Template function of My Reports. The My Templates feature allows you easy access to your saved templates/reports, including any reports you may have edited and renamed from System Templates or any other custom templates (e.g., My Templates) you’ve crafted on your own.

Accessing My Templates

1. Click on the My Templates button to reveal list of your custom reports.

2. Scroll to locate a Template Name per Template Category.

3. Click on the Template Name to open the report template.

Creating and Saving Reports to My Templates

The Save Template feature allows you to create and save your own custom reports for future use without having to re-build them. Once saved, they will always be available under My Templates unless you delete them. Your report templates can be saved to be visible only to you or to everyone at your company. These templates can be edited and saved under the existing name or a new name which will then create an additional template to be added to your My Templates dropdown menu.

The Save Template feature allows you to create and save your own custom reports for future use without having to re-build them. Once saved, they will always be available under My Templates unless you delete them. Your report templates can be saved to be visible only to you or to everyone at your company. Saved templates, edited and saved under the existing name, will replace your original report template to include your changes. You can also save the template with a new name which will create a new report template which added to your My Templates dropdown menu.

*IMPORTANT: Overwriting My Templates: If you save any changes under an existing Template Name those changes will take affect for any/all users under the Template Visibility level you have chosen.

To Create and Save a My Templates Report

1. Once the report has been generated it will appear onscreen. 2. Click on Save Template to save the report results that have generated onscreen. If you want to simply export the results without saving, choose

either Export to CSV or Export to PDF. 3. Choose a Template Name. 4. Choose the Template Category. 5. Choose the Template Visibility level. 6. Click Save.



Summary Report – How-To Guide and Field Charts Templates and Predefined Reports Predefined Reports: Here you’ll find three hard-coded data reports which you may recognize from My Projects where they are also available. Predefined Reports can be used “as is” or as a starting point for a custom template. These reports are available to all Reps and can be customized and saved to the My Templates section if you need to fine tune them.

1. Credit Summary Report (Summary Credits in My Projects) 2. Item Report (Items CSV in My Projects) 3. Project Report (Export to CSV/PDF in My Projects)

Accessing Predefined Reports

1. Click on the Predefined Reports button to reveal the list of predefined reports.

2. Select a report - Credit Summary Report, Item Report, Project Report.

3. Select Data Filters (optional) or click NEXT.

4. Click Run Report

5. Choose to Save Template, Export to CSV or Export to PDF.

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