Allocations
The following are the different types of Allocations reports available:
Allocation Sales
1. Click the Reports icon on the Admin Panel. In the menu bar, click Allocations, and the Allocation Sales page appears.
Alternatively, you can choose Allocation Sales from the drop-down list under Allocations.
2. Enter From Date/To Date: Use these fields together to search within a date range. Enter date format as MM/DD/YYYY.
3. Choose an Allocation from the drop-down list, or All Allocations.
4. Choose Format from the drop-down list:
-
- Flash Paper - The report will appear in the right pane of the screen.
- PDF - The report will appear in the right pane of the screen.
- Excel - The file is downloaded. You will see a prompt question whether you wish to Open, Save, or Save as.
- In addition, if you Open the file for viewing and later wish to Save it, you can do so at that point.
5. Once you have entered your criteria, click Search. The report will appear or be generated as described above for the chosen format.
Allocation Members
1. Click the Reports icon on the Admin Panel. In the menu bar, click Allocations, and then click Allocation Members from the drop-down list. The Allocation Members page appears.
2. Enter From Date/To Date: Use these fields together to search within a date range. Enter date format as MM/DD/YYYY.
3. Choose an Allocation from the drop-down list, or All Allocations.
4. Choose Format from the drop-down list:
-
- Flash Paper - The report will appear in the right pane of the screen.
- PDF - The report will appear in the right pane of the screen.
- Excel - The file is downloaded. You will see a prompt question whether you wish to Open, Save, or Save as.
- In addition, if you Open the file for viewing and later wish to Save it, you can do so at that point.
5. Once you have entered your criteria, click Search. The report will appear or be generated as described above for the chosen format.
Allocation Wish List
1. Click the Reports icon on the Admin Panel. In the menu bar, click Allocations, and then click Allocation Wish Lists from the drop-down list. The Allocation Wish Lists page appears.
2. Choose an Allocation from the drop-down list, or All Allocations.
3. Once you have entered your criteria, click Search. The report will be generated as a downloaded Excel file. You will see a prompt question whether you wish to Open, Save, or Save as.
- In addition, if you Open the file for viewing and later wish to Save it, you can do so at that point.