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MC Trade Support will be closed for an hour on Friday Friday February, 3rd, 2023 from 10AM-11AM EST due to maintenance. We apologize for the inconvenience
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  2. Reports

Reports

The Atlas Report Library is vast - more than 230 intelligently designed Crystal reports you can run with a single click from every module of the system. But that's just the beginning: you also have several tools for accessing and extracting every piece of data you need for analyzing your business.

Using the Reports Module

  • ★ Exporting Data from MC Trade
  • ★ Build a Custom Query Using the Data Export/Reporting Tool (DERT)
  • ★ The SQL Writer Tool
  • ★ Upload a Custom Report to your Reports Library
  • ★ Email a Report as a PDF, Word, Excel or other Format File
  • ★ Import or Export a Query from the Data Export/reporting Tool
  • See all 9 articles

Best Practices for the Reporting Module

  • ★ Query Library for the Data Export/Reporting Tool (DERT)
  • Find Duplicate Organizations / Duplicate Profiles
  • Quick Ways to Print Lists of Members
  • Print or Export data from a report that is part of a drill-down in a report
  • Adding Reports to My Dashboard for Others Users
  • Attach Reports to Your Personal Dashboard

Reports Library

  • Report that shows adjustments made to transactions
  • Certification Management Reports
  • Report Catalog - Selected Categories # of Times Displayed by Date
  • Report Catalog - Executive Dashboard Summary
  • Report Catalog - Envelopes by Affiliation
  • Report Catalog - Profile Listing Report

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