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The my reports area contains a list of all the recent reports you have generated allowing you to quickly access the reports you have run recently without needing to set up filters each time. Each row in my reports will correspond to the report you have run and whether you previewed or downloaded the report. You can learn more about the program earnings, daily earnings, transactions, and advanced reports here. This article will show you how to:
For a brief walk see our video below.
The my reports area provides a listing of all your favorite and recent reports. From this listing, you can review the following:
You may also see a star icon on a row indicating the report has been favorited; learn more here.
You will be able to either preview or download a report depending on the action taken when the report was first run. There are important distinctions between these actions:
In addition to acting as a historical log of your reporting activity, you can utilize the different actions to simplify common, repetitive data extracts, for example, end-of-month extracts or acquiring attainment data to feed into key performance indicators. Specifically, you can review details here of reports run previously, favorite reports for the future here, and customize the naming of the reports here for easy identification. The remainder of this section will outline how to perform all available actions within my reports.
Each report has a corresponding details and criteria section. The details section will show the following:
The criteria shown will depend on the report type; this section will list each filter and the filter settings when the report was requested.
To view the details of a specific report, you will need to:
You can use the filter settings from previously run reports for new reports from the my reports area; this is especially helpful for complex filter settings or where you want to refine a previous report. To utilize an old reports filter settings, you need to:
You will be navigated to the report page for the report type you selected and will be able to adjust the filter criteria as needed and then either preview or download the new report.
Favoriting a report removes the expiration date allowing you to configure reports you know will be used in the future. This is especially helpful for your regular month-end reporting or for ensuring you can extract comparable data sets over time. To favorite a report, you need to:
Your report will be moved in front of any reports with expiration dates; on the table row, you will now have a green star, and the expires column will have a value of never.
To remove a report from your favorites, you can:
This will add an expiration date back onto the report and remove the green star.
Primarily renaming a report enables you to ensure your favorite reports are clearly labeled, but this also helps you organize your reports if you are iteratively adjusting filter criteria. To rename a report:
You will get a notification to let you know the report name has been updated.
You can stop a report from expiring by favoriting it; learn how to favorite a report here.
From my reports, the download action only provides old data. However, you can use the criteria to run a new report. This will allow you to use the downloadable report’s criteria to get fresh data. Learn how to use an old report filter criteria for a new report here.