View Tutorial - Dell - ASAP Software

How to Create an
Executive Report
Press the Enter key on your keyboard to move to the next slide.
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Picking the Report
Once you click on Reports in the
left navigation, you can reach the
Executive report in three ways:
1. Click on Executive in the left
navigation.
2. Click on Executive from the
Reports landing page.
3. In the middle area of the
landing page click the drop
down next to “Choose Report
Type” and select Executive.
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2

Select Report
Select the type of report you would like to run. For this example, we are going to select
“Purchases by Manufacturer”.
Select type of report.
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3

Define Date Range
Select a date range for the report. You may go as far back as 1995.
If you do not want to add any filters to your report, check the box at the bottom. If you
checked the box, click here to skip a step.
Select a date range.
Check box to not
apply any filters.
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Filter Report
Results
This page lets you filter the
information that is contained in your
report. If you do not select any
filters, all your organization's data
for the date range selected will be
included in your report.
1.Click on “Select Filters”
2.In the pop-up box, click on the
items you want to filter. To select
more than one, hold down the
CTRL key.
3.Press the arrow pointing to the
right to drop the selected items into
the filter and click Continue.
2 & 3. Select items to filter and
press right arrow.
1. Select the field to
filter.
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Final Report
This is an interactive report, in
which you have the ability to
change the look and feel of the
chart, copy it and print it.
The next few slides will review the
toolbar located at the top of the
chart.
You can also toggle between
“dollars” and “orders”.
Interactive Toolbar
Toggle between views
Dell | ASAP Software Online reports are approved by the Software & Information Industry Association (SIIA) as valid proof-of license,
should you be audited by the SIIA. The reports are intended to be accurate. Results are primarily based on the user’s query and the
timing of the request, so they should always be reviewed for accuracy before using for audit, financial reporting or contract compliance
purposes. Should you ever discover a discrepancy, please report it to your sales representative immediately.
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Final Report –
Tool Bar
Below are descriptions of the icons
located in the toolbar.
1. Copy to Clipboard – copies the
chart to your PC and you can
paste it into another program.
a. Tip for exporting chart
a. Select the option Copy as
Text (data only). This puts it
in your clipboard
b. Open Excel and select
paste. It will paste the data
from the clipboard into
Excel.
c. Use the chart wizard in
Excel to recreate chart or
just use the raw data as
needed.
2. Print – Print your chart.
3. Gallery – Change the format of
your chart. For example, from a
pie to a bar chart.
4. Palette Selector – Change
chart colors.
1 2 3 4
Use these links to download
or email the report.
Dell | ASAP Software Online reports are approved by the Software & Information Industry Association (SIIA) as valid proof-of license,
should you be audited by the SIIA. The reports are intended to be accurate. Results are primarily based on the user’s query and the
timing of the request, so they should always be reviewed for accuracy before using for audit, financial reporting or contract compliance
purposes. Should you ever discover a discrepancy, please report it to your sales representative immediately.
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Final Report –
Tool Bar
Depending on what type of report
you create, certain icons will be
available.
1. 3D/2D – Toggles the chart
between 3D and 2D.
2. Rotated View – Enables
rotation of the chart.
a. Rotates around the Y axis
b. Rotates around the X axis
3. Axes Settings –Lets you
change displays of the X and Y
axis.
Use these links to download
or email the report.
1 2 2a 2b 3
Dell | ASAP Software Online reports are approved by the Software & Information Industry Association (SIIA) as valid proof-of license,
should you be audited by the SIIA. The reports are intended to be accurate. Results are primarily based on the user’s query and the
timing of the request, so they should always be reviewed for accuracy before using for audit, financial reporting or contract compliance
purposes. Should you ever discover a discrepancy, please report it to your sales representative immediately.
DELL CONFIDENTIAL 8

Final Report –
Tool Bar
Depending on what type of report
you create, certain icons will be
available.
1. Point Labels – Displays or
hides chart labels .
2. Data Grid – Displays or hides
data along the bottom of the
page.
3. Legend Box –Hides or displays
the legend on the right.
4. Zoom – Enlarges the size of
the chart for better viewing.
Use these links to download
or email the report.
1 2 3 4
Dell | ASAP Software Online reports are approved by the Software & Information Industry Association (SIIA) as valid proof-of license,
should you be audited by the SIIA. The reports are intended to be accurate. Results are primarily based on the user’s query and the
timing of the request, so they should always be reviewed for accuracy before using for audit, financial reporting or contract compliance
purposes. Should you ever discover a discrepancy, please report it to your sales representative immediately.
DELL CONFIDENTIAL 9

Report Completed
Thank you for spending a few minutes learning more about Dell | ASAP Software
Online. If you would like to view more tutorials, select Procurement Reports or
Order Management/Procurement.
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