Before you begin: Quick Reports can be used when you receive urgent requests from your clients. This feature provides a very basic summary of the Data Sources assigned to the client. Just log in, enter minimum details and pull your Quick Report in a minute.
How to Create a Quick Report
1] Login to TapClicks and on the Reports menu, click Quick Report.
2] The Quick Report screen appears.
3] From the menu on the left, either select a client from the first dropdown or a client group from the second dropdown. This is the entity for which you want to generate a Quick Report.
4] To define a date range for the report, either choose a predefined date range in the dropdown menu or leave it set to Custom to choose a custom date range.
5] For a custom date range, specify the start and end dates by clicking inside the Start date and End date boxes and choosing the specific date from the pop-up calendar that appears.
6] Check the Compare to box if you want to compare the data in the specified date range to date in a prior period. If you check the box, repeat steps 4 and 5 to define the prior date range.
7] Select a report cover and back page theme from the Default Cover/Back Page dropdown menu. These are custom-branded pages, you can create and upload in the Report Covers section of Reports. The report cover and back page are added as the first and last pages of the report. If you do not have any options, the default cover/back page will be used.
8] Select data profile from the Select a data profile dropdown (if you have created and wish to use a data profile).
9] Optionally check the Include charts if available checkbox to include charts in the Quick Report.
10] Optionally check the Include Monthly Summary checkbox to include it in the Quick Report.
11] Select the report content from the Data Sources dropdown. You have a choice between 1) data sources only; 2) data sources and channels combined; or 3) channels only.
12] Click the Generate Report button. Your Quick Report appears in the right pane.
How to Share a Quick Report
13] Click the share icon in the lower right corner of the page.
14] The export options will appear. Here you have the option to email the report or save it as a file, either Excel, Word, or PDF.
15] To email the report, click the topmost icon. The Email report window appears.
16] Enter the recipient's email and an optional message.
17] Click Send. The Quick Report is sent as a PDF attachment.