An overview of how to run a NEW report in AQX is:

1. Click on the New Button and select report type you want to use
2. Set up the layout of your report at the Report tab
3. Make the selections pertinent to that report at the other tabs by moving through them left to right. These selections will filter the results processed regardless of whether it is specifically placed in the report layout or not.
4. Run the report using the Play button  in the middle of the toolbar
5. Drilldown and/or Print/Export the report as necessary.

An overview of how to run a SAVED report in AQX is:

1. Open the saved report from the location it is saved at in the Slider Bar (Supplier, Site, User or Other User)
2. Make any necessary selections by moving through the tabs from left to right - some reports won't require any dependant on how the report was set up
3. Run the report using the Play button in the middle of the toolbar
4. Drilldown and/or Print/Export the report as necessary.

In either a New or Saved report - AQX is designed to be set up and processed by moving through the tabs from left to right.

Click to Enlarge

The first tab is REPORT and it is where you design the layout of your report, then process, export it etc. See report design for more information.

Each of the tabs following Report are where the selections are made for that report HOWEVER you only need to make selections at the tabs pertinent to the report you are running. (for instance not all reports will utilise tabs such as Currency, Discount, Day Part etc every time.) See AQX Tab Selections for more information.

Selections made at each tab WILL filter the results processed however and this is a change compared to AdQuest Millennium. For Example: At the dictionary tab if you make a selection such as 'McDonald's Family Restaurants' - then at the report tab you decide to drop in the generic 'Category' dictionary level into the report layout - it will only list the categories that relate to McDonald Family Restaurants AND the spend for those categories will reflect only McDonald's spend in those categories. Also - if you have made a dictionary selection but you do not place it into the report layout  - the spend shown will still only reflect the spend for the dictionary selection made. (in this case McDonalds) However - if you have not selected anything at the dictionary tab and then dropped the generic Category dictionary level into a report layout - all categories will be displayed and the spend will reflect the total spend in each category.

When all selections are made you can return to the Report tab and process it by clicking on Play button  in the middle of the toolbar.

Once the report is processed you can drilldown on the results to view the detail that makes up the figures shown and there are numerous print/export options.   See Report Options for more information.