Building a Custom Report in Microsoft Excel

1. Select a query subject.
2. Select the column data that appears in the spreadsheet when you run the query.
   Use the up and down arrows to adjust the order of the columns in the spreadsheet. For example, if you move a column to the top of the list, that column is the first column in the spreadsheet.
3. To apply a mathematical operation to column data, select it from the Operation drop-down list.
4. Specify filters to refine query results:
   1. Select a business date or date range.
   2. Select locations.
   3. Select revenue centers for the locations.
   4. Select other filters.
   If the organizational hierarchy and the reporting hierarchy are different, then the location results in iQuery and reports will not be aligned.
5. Define the order in which iQuery sorts the data.
6. Click Preview to verify that the query returns the correct results.
   If the preview does not return results or returns too many rows, change query settings and then preview the query again.
7. Click Run to show the results in Microsoft Excel.
8. Save the query.

   To save the query on your computer so you can run it at a later time from Microsoft Excel, click Query. iQuery does not save the business date because you change the date each time you run the query.

   To save the query as a report, click Report. People assigned to the role for accessing custom reports can run the report from Reporting and Analytics.

   Note:

   • When you save the query as a report, it is available for all other people with the same role.

   • The report is not added to the My Reports page automatically, but you can add it manually.