Configuring and Running A Tabular Report

There is a wide variety of configuration options for reports. The fields/filters maybe differ depending on the report, but the process is the same for the vast majority of available tabular reports. All have fields, filter, sorting, and run options.

To configure and run a Tabular Report:

Locate your reporting links. In this case, from Main Menu, select Analytics > Reports > Report Type. These are also located in the Admin menu under Analytics.

 

The Report Listing page appears. Select the + icon next to a report name to expand the details. The spreadsheet style icon under the Type header indicates this report is a Tabular Report. Choose the report name to select it. 

The report appears on the Fields tab. A number of fields will be selected by default. Use the buttons to remove any added fields. Select the Add Fields button to add other optional fields. 

Move to the Filters tab. Use the Add Filters button to add optional filters. Depending on the filter type, some may have conditions (equals, contains, or does not equal), some may be text/search boxes, or date ranges. Select all appropriate filters.  

Move to the optional Sorting tab. Use the Add Sorting button to add sorting options and select them in the results below. Many users leave Sorting untouched and use the sorting options in their spreadsheet editing program.

 

Move to the Run tab. Use the Add Sorting button to add sorting options and select them in the results below.   

Move to the Run tab. This tab contains a preview of all selected Fields, Filters, and Sorting options. Under the Options section, select the delivery method of the report; Excel, CSV, or HTML Report