Aid Management Platform (AMP) Advanced User Training, Module 1F
Document Sample


Aid Management Platform (AMP)
Advanced User Training, Module
Creating AMP Reports and Analyzing Data
Topics Covered
• How do you create a report?
• How do you create a tab?
• How do you view and edit reports?
Creating a Report
Click on down
arrow on
report
Now click
Report
Generator
2. Select a funding and
Totals Grouping 3.click Next
click Next
Creating a Report (cont.)
1. Select some items 4.click Next
to appear
as rows in the report
3. Columns can be
shifted up and down by
dragging.
2. Click to select
columns
Creating a Report (cont.)
1. Select
some items to 4.click Next
appear
as rows in the
report
3. If you wish, choose items
to sort by. For example, if you
select Beneficiary Agency,
projects in the report will be
grouped by status.
2. Click to
select
columns
Creating a Report (cont.)
3. click Save
1. Choose Measures
to appear. For
example, do you 2. click to move
want to show Actual selected Items
Commitments, Actual
Disbursements, or
both?
Creating a Report (cont.)
Give the report a name and save it
On the main page, click reports to see a list of all your reports, including the new one
Editing a Report
To edit To Delete
To view a report, click on its name NB: If you click Edit, it will take you through each screen of the Report
Generator again. You can change anything you want. Don’t forget to save
it again in the last step!
Creating a Tab
• The reports that appear as a Side Tab on the main page are the last five
that were viewed
The report you just
viewed will appear
on the main page as
a Sub Tab
Using Reports
• Export to Excel, PDF, CSV formats, or Print Friendly
• You can sort and filter actual reports just like Tabs
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