Additional information on reporting

You can create requests for a report to:

• run once
• run on a future date
• run on a regularly scheduled basis (monthly, quarterly, etc.)

Additionally, you can:

• view or download the report results in two formats:
• Adobe PDF - printable format that looks exactly like the paper version
• Comma delimited - spreadsheet-ready format that contains only the data
• View, modify or delete your current set of scheduled report requests
• Choose to receive an email notification when the report is ready
• Create your own name and descriptions for each report request

Report timing

For one-time report:

• Requests made before 8pm are ready by 8am the next day
• Requests with a run date are ready by 8am the day following the run day

Scheduled report requests are available by 8am on the first Monday of the following month.

Will you be printing your report results?

Adobe .PDF files are not available when report results return a large amount of detail (over 800K). As a guideline, a 100K file will tend to produce approximately 13 printed pages (on 8.5 x 11 paper).

For report results that will print quickly, you may find it helpful to submit several requests to break up the information.

Instead of requesting...

One report that spans from January 2012 to January 2014

Try...

Creating 3 reporting periods. (January 2012 to August 2012, September 2012 to June 2013, and July 2013 to January 2014)

Instead of requesting...

A report that includes information about all accounts and divisions in the plan

Try...

Creating a separate report for each division.