Example Report - Installs by Month

The Report function allows you to create reports using built in fields as well as custom fields. First create a basic report. Then use the Options... button to select display fields and add filters to limit the data. Below are instructions for two ways of creating a report showing installs by month.

Example 1: Installs by Month Report

(Only works for jobs with a single install activity, use Example 2 if any of your jobs have multiple install activities)

1. Go to Report > New
2. Select the values for the following fields and then click OK
   • Report Type "Job"
   • Report the - "Number of Jobs"
   • where - "Last Install Date"
   • occurs this "Year"
   • Display Field - "Month"
   • Display type - "Table"
3. To save the report, click on the Save Report... button and type in a name.
   

Example 2: Installs by Month Report (use if jobs have multiple install activities)

1. Go to Report > New
2. Select the values for the following fields and then click OK
   • Report Type "Job"
   • Report the - "Number of Jobs"
   • where - "Job Creation Date"
   • occurs this "Year"
   • Display Field - "Month"
   • Display type - "Table"
3. Click on Options...
4. Click on to the right of Measure and select "Job Activity" for the Subject Area and then select "Number of Job Activities" by "Activity Date" and click OK
5. Click on Add Filter...
   • Select "Job Activity Field" for Filter Type
   • Select "Activity Type" for the Activity Fields and then select the Install activity
     and click OK on the Filter Report Data dialog box.
     The Report-Options dialog box should look something like this:
     
6. Click OK to display the results.
7. To save the report, click on and type in a name.