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How to Create Custom Reports in Premier | AT&T Premier

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Автор: AT&T Explore

Загружено: 2022-02-04

Просмотров: 3151

Описание: Discover how to create and customize reports to view data, on-demand with AT&T Premier. For more eLearning courses, visit http://sm.att.com/premier-reports Get Started: http://sm.att.com/premieryt-premier

For additional support, please visit us at:
Premier Playlist on YouTube:    • Premier | AT&T Business  
Premier: http://sm.att.com/premieryt-premier
Premier Support: https://www.business.att.com/support/...
eLearning How To Videos: http://sm.att.com/premieryt-elearning
Instructor Lead Training: http://sm.att.com/premieryt-training

Get Started in Premier: http://sm.att.com/premieryt-premier


We've made it easy for you to create custom reports in AT&T Premier, so you can see your data your way.
This brief tutorial will show you how.
Let's begin by selecting Add custom report.
In this example, let's choose the second option and start with a new report.
Next, enter a report name.
Here's a quick tip.
Choose a report name that easily identifies it as one of your custom reports.
For example, Monthly Usage - Custom Report.
That way, it will stand out in the full list of reports you can choose from after you save it.
After you've named the report, select the filters you want to apply.
These will help narrow down the results that are returned to you.
How do you want your data to be presented?
You can choose whether you want to see a table or graph.
Next, use the grouping section to organize the data your way.
You can select up to four groups.
For example, you might want to view first by account and then by individual wireless number.
To do this, use the drop-down arrow next to group and select account number.
Then, you can add the wireless numbers using the drop-down arrow next to subgroup.
You can also add or remove subtotals and indicate placement in the report.
Under tableview, select the columns of data to include.
You can add each one individually or all at once.
To move the order of the columns.
Simply use the arrows to move the item up or down.
Under graph view, select the type of graph you would like to see.
In this example, let's select the doughnut.
After that, select the calculation method.
I will use total kilobyte usage.
And that is all there is to it.
Now that you've created a custom report, be sure to save the changes.
If you want to share the report beyond only your view, you can opt to share it.
The next time you need this report, you'll see it in the Available Reports list.
For more tips on reporting, you can find help by clicking on the question mark at the top or bottom of the page.
We hope this tutorial helps you get the most out of AT&T Premier to support your business.
Thanks for watching and be sure to check out other videos in this series to learn more about
using Premier.

Create Custom Reports | AT&T Premier

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How to Create Custom Reports in Premier | AT&T Premier

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