Report account
You need a special report account to see NEO reports. If you do not have a reports account, contact helpdesk support. If you have a reports account, you will see Reports as a menu option as well as the different sections of reports below.
Sections
NEO reports are divided into two overall sections:
- CLIENT
- Reports that pull data based on the number of unique clients registered in NEO
- TRANSACTION
- Reports that pull data based on the total number of transactions logged in NEO
The following instructions will illustrate various differences between these two sections of reports.
Setting parameters
Date and Sites
You will always need to manually select your date range and which sites you want to see data for.
Combine Site Results
After selecting these parameters, you can click Combine results to summarize the data rather than have it presented on a site-by-site basis in the report. Then click Generate.
Exporting data
You may see a button like below that gives you an option to export your data to a CSV file (which can be manipulated in Excel).
Or you may only see this option after generating the report:
