AVID Reports. General

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1 AVID Reports General

2 Table of Contents Overview... 3 Technical Requirements... 3 Gaining Access... 4 Forgotten Password...4 Forgotten Login ID...5 Password Changes...5 Navigation... 6 Reports Menu...6 About Us...6 Contact Us...6 Feedback...7 Help...7 My Profile...7 Common Aspects Across Reports... 8 Main Navigation Bar...8 Report Parameters...8 Application Toolbar...8 CrossLink Print to PDF...8 Help...8 Report...8 Report Data Profile...8 Page 2

3 Overview AVID Reports is a set of interconnected reports and applications that provides access to various analyses of your survey data. The main applications of AVID Reports are: Dashboard Trending Company Aspect Question Ranks Survey Explorer Customer Information Report Document Library User Manager My Profile Note: A login is required to access AVID Reports. Your security settings will determine which applications and divisions within your company you have access to. This security is maintained by your AVID Reports security administrator. You can access AVID Reports at this URL: Technical Requirements Although AVID Reports is a web application and does not require any installation, it does have a few technical requirements: A functioning broadband Internet connection The following browsers and operating systems are fully supported: Microsoft Internet Explorer 7.0 (or higher) on Microsoft Windows XP (or higher) Firefox 3.0 (or higher) on Microsoft Windows XP (or higher) or Mac OS X v10 (or higher) Safari 3.2 (or higher) on Mac OS X v10 (or higher) Using other browsers than those listed above may result in display anomalies. Adobe Reader 9.0 or above for viewing various PDF files Minimum screen resolution of 1024x768 Page 3

4 Gaining Access You may access AVID Reports by using the login page located at: To log in, simply type your login ID and password in the boxes provided on the login page. Forgotten Password If you have forgotten your password, you may request a reminder by clicking on the Forgot your Login ID or Password? link. On the next screen, provide your login ID and address, then click the Request button. Your password will be sent to you via . Note: To receive an automated password reminder, your login ID and address must match what is in our database. Page 4

5 Forgotten Login ID If you do not remember your login ID, or if your address has changed from what is currently in our files, please click on the Forgot your Login ID? link. On the next screen, provide your name, current address, and phone number, then click on the Request button. Our Technical Support team will contact you shortly thereafter to provide your login credentials. Password Changes You can change your password by checking the Change my password box on the main login page. Note: Passwords, especially upon your first login to AVID Reports, may have been set to expire. If your password has expired, you will be prompted to change your password to a new password of your choice. Page 5

6 Navigation The main navigation bar is accessible from any report or application in AVID Reports. It includes the following links and menu items: Reports Menu All reports and applications you have access to in AVID Reports can be accessed using the main Reports Menu. This drop-down menu is common to all reports and applications and may be used at any time to navigate from one report to another. To access this menu, simply hover over it with your mouse cursor and then click on the desired report or application. About Us This link will load the About Us page with the AVID Mission and Vision statements, as well as profiles of several AVID team members. Contact Us This link will load the Contact Us page, which provides information on how to contact us via mail, or telephone. Page 6

7 Feedback We always look forward to your feedback. This link enables you to rate the AVID Reports site, as well as let us know what you like or would like to see improved in this site. Please let us know what you think. Your feedback is always welcome and helps us plan future releases of AVID Reports. To provide feedback, simply fill out the form and click on the Submit button. You will receive an automated confirming that we have received your feedback. Help Help documentation is available in PDF format for all of our reports and applications. To access these help files, simply hover your mouse cursor over the Help drop-down menu and click on the desired help document. Note: Help documentation specific to the report you are currently viewing is also available via the Help link on the toolbar. My Profile The far right drop-down menu allows you to log out from AVID Reports (recommended on any public computer) and to access the My Profile application (which can also be accessed from the Reports Menu). To access the options under this menu, simply hover your mouse cursor over it and click on the desired link. Page 7

8 Common Aspects Across Reports In general, all reports in AVID Reports follow a consistent layout containing the following: Main Navigation Bar This feature, described above, allows access to various reports and applications in AVID Reports. Report Parameters This section is used to set your parameters for running a report. Application Toolbar This section contains report-specific functionality. The toolbar generally contains the following: CrossLink This option allows you to easily navigate to another report application in AVID Reports while retaining your current report parameters. When you navigate to a new report application, the target application will reuse as many report parameters as it finds on your current report. Any missing parameters are set to a default value and extra parameters not used in the target report are ignored. Simply hover your cursor over the CrossLink drop-down menu to display the list of reports, and then select the one you would like to view next. This option allows you to send another user in your organization a deep link to the report you are currently viewing. Note: This does not the data itself; rather, it sends a link to the report you are currently viewing. When other users click on the link assuming they have the appropriate security rights to the data in AVID Reports they will be presented with the same report using the same parameters you were viewing when you ed the link. If users are not logged in at the time they click on the link, they will be prompted to first log in before the linked report loads. Print to PDF This option allows you to generate a PDF version of the report you are currently viewing. Help This option brings up help documentation for the application you are currently using. Report This is the main section of the report that contains your report with the data selected in the report parameters. Report Data Profile This section will contain information about the data that was used to generate your report. It includes information such as the divisions and communities that contributed data to the current report along with other information, such as number of surveys received and response rate. Page 8

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