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OVERVIEW: Request reports

This article shows how to request different reports in Holdbar

Updated over 2 weeks ago

Content of the article

  • Complete video walkthrough of how to request reports

  • General advice and tips

  • Our vocabulary


Video guide


Step by Step guide

  1. Go to Overview

  2. Click on "Request report" in the top bar

  3. Choose the of report you wish

  4. Select the time frame (No longer than 12 months)

  5. Fill in your e-mail

  6. Submit request


General advice

You will receive your report within one business day. Remember to check your spamfilter etc. if you cannot find the mail.

The report are shown i raw data, which means you will need to adjust it to your needs.

If your do not have experience with "data crunching" and want to try it any way we suggest to use a "Pivot" within Excel as it provides a quick overview and you will be able to filter your data easily.


Vocabulary

We use a lot of different words for our system. For this article these are the most important:

If you want to see the complete overview of our vocabulary click here:


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