Advanced Excel Reports

Advanced Excel Reports enable you to access all of the functionality of Excel using the data directly from your software. Instead of having to use two systems ot track your data you can perform all of your reporting requirements directly in your application.

Click on "Excel Reports"

Click on "Excel Reports"

 

Click on New Report (top right of the page)

Click on New Report (top right of the page)

 

Complete the report details

Complete the report details

1. Name the Report

2. Add in a Description

3. Add in a Category (similiar to a folder name that you can store multiple Excel reports into)

4. Add in a Tag (similar to a sub-folder name that you can store your Excel reports under)

5. Choose your report settings:

-One Report- will send all data to a single Excel spreadsheet

-One report per athlete will create a report for each athlete on a separate Excel Tab

-One report per record will create a separate report for each record that you select

-One record per tab will save each record on a separate tab

Select the Users, Dates and Number of records

Select the Users, Dates and Number of records

Users: click on the blue Athletes link and select the athletes that you want to include in this report

Dates: choose your data to include:

-All History,

-All (History and Future) e.g. all historical and planned future data

-Date Range e.g. from two specific dates

-Last - the last record, or the last week, month, year etc

You can also select the number of records that you want to be sent to the Excel File

Limit- Limit the number of records that are sent to the Excel File

 

Select the Data to include in the Report

Select the Data to include in the Report

Data: Any events that you have access to can be selected from to create an Excel Report.

#1-Click on the blue drop down arrow and select on a field

#2- Click "Add Event" to add additional events to the report

Profile Data: select whether you want the athlete's profile data to be included in the report e.g positional profiles etc

Groups: select whether you want the groups that the athlete is currently in to appear in the report.

#3: Click Generate Report Template

Download and Open

Download and Open

Click on the blue Report.xls link to open the file.

Save the file

Save the file

 

Blank "Report" and a Tab for the Data you selected

Blank "Report" and a Tab for the Data you selected

 

Build your pivot tables

Build your pivot tables

Select a "Pivot Table" from the Data Tab

Select PivotTable and Next

Select PivotTable and Next

 

Select which vales to chart

Select which vales to chart

Go to the Insert menu

Select "Name"

Select "Paste"

the see the step below to choose which data to graph

Select the entire Daily Review Data and then start building the chart

Select the entire Daily Review Data and then start building the chart

 

Create Your Report

Create Your Report

 

Critical Information-You MUST set the Pivot "Table Options" to be "Refresh on Open"

Critical Information-You MUST set the Pivot "Table Options" to be "Refresh on Open"

Right click on the pivot table

-Click on Table Options

-Ensure there is a tick in the "Refresh on open" Data Options box

-Click OK

-Save the Report again.

Upload that report setting back into the software

Upload that report setting back into the software

#1: Browse for the file

#2: Double mouse click on it

#3: Select Upload to upload that template to the software.

Test the Report to ensure it is what you need. If not, change, save and re-upload it.

Test the Report to ensure it is what you need. If not, change, save and re-upload it.

Click on Test Report to generate, open and ensure that the file report settings are correct.

Then Save the Report by clicking on Save Report.

To run the report, simply click on it from the Advanced Reports List

To run the report, simply click on it from the Advanced Reports List

 

Update the athletes or dates if you wish and generate the report again by clicking "Run Report".

Update the athletes or dates if you wish and generate the report again by clicking "Run Report".

 

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