Infosource 2.0 Static and Archive Report Changes for Vendors

Transcription

1 When we convert from Infosource 1.0 to 2.0 there will be a change to how Vendors find and display Static and Archive reports. This document highlights the changes Vendors will see and assumes they are already familiar with viewing Static and Archive reports in Infosource1.0. Organization of this Document: 1) Login- how to connect to Infosource 2.0 to get to the Vendor Static and Archive reports 2) Static Reports Narrowcast reports that have been run for Vendors and already formatted and exported to excel. Some reports get ed and some are available on Infosource website. This section will highlight the changes in finding Static Reports that are available on Infosource. 3) Archive Reports Some narrowcast reports are available to be run for different time periods and have them formatted, exported to excel and ed the same day. This Section will highlight the changes in finding the Archive reports and running them 4) My Subscriptions Narrowcast reports can be setup to run for you on a schedule. This section will highlight the changes in the display of Vendor subscribed narrowcast reports. 5) Password How to change your password, and the logout step Page 1 of 22 8/7/2013

2 Login Section Infosource 1.0 Login page Currently, Vendors login on the Infosource 1.0 login page. Infosource 1.0 Project selection page Vendors may see one or more projects. They would select a project here if more than one. Page 2 of 22 8/7/2013

3 Infosource 1.0 Vendor Home page Highlighted sections are where you go for Static and Archive reports in Infosource 1.0 Page 3 of 22 8/7/2013

4 Infosource 2.0 Vendor start page Vendor s should go to the same page as usual to login, but it s been changed and now there is a new link specifically for Vendors. Click the link. Infosource 2.0 Vendor Login page Vendors will enter their same username and password on this new login screen. They can click on the link at the bottom (Vendor Static Reports and Archive Help) to see this help document. Note: click on the Forgot Password link to get instructions on how to reset their password Page 4 of 22 8/7/2013

5 Infosource 2.0 Password reset instructions A new window will open for the password reset instructions. Close the window to return to the login page. Infosource 2.0 Vendor Home page Vendors will see all projects available for selection. Select one Page 5 of 22 8/7/2013

6 Static Reports Section Infosource 1.0 Static summary reports list Click on the appropriate folder Here is a list of all narrowcast reports, both those that get ed and those that are available via Infosource. The icons to the left of the report name indicate if it s an ed report or an Infosource report. The reports that are currently available for viewing on Infosource are underlined. Click on the desired underlined report Page 6 of 22 8/7/2013

7 Infosource 1.0 Static summary reports list (cont.) The download page will appear. Follow the download instructions. Page 7 of 22 8/7/2013

8 Infosource 2.0 Static summary report list Next you will see the same Static Reports list as Infosource 1.0 except its ONLY reports available on Infosource. The reports that are sent via are no longer displayed. The reports that are currently available for viewing are BOLD and underlined. Select the desired report. The download page will appear. Follow the download instructions. Page 8 of 22 8/7/2013

9 Infosource 2.0 Static Report summary alternate view Another way to see static reports is to click the folder name in the menu upper right Clicking My Subscriptions or Archives on this page will take you to the appropriate page. If you click on the Static Reports item you can see a different view of static reports The static reports are listed on the left side and are the same reports listed on the MySubscription page, only presented a little differently. You will have to scroll down to see all the reports. If a report is Bold and underlined it is available for selection Page 9 of 22 8/7/2013

10 Infosource 1.0 Archive Reports Archive Reports Section Select the desired folder on Archives Page 10 of 22 8/7/2013

11 Select the report from the list Infosource 1.0 Archive Reports (cont.) Select Next to continue. Vendors cannot change the schedule or the address. Select Next to go to the prompt page Page 11 of 22 8/7/2013

12 Infosource 1.0 Archive Reports (cont.) Highlight the desired month and click the right arrow to select it. Click Next to run the report. The report will be run and ed to the address within 24 hours. Click OK to continue to Change Selection to process a different month Page 12 of 22 8/7/2013

13 Infosource 2.0 Vendor Archive Reports Select Archive from the Subscription screen Next, click on the Archive folder to open Page 13 of 22 8/7/2013

14 Infosource 2.0 Vendor Archive reports Click the report you want from the list Infosource 2.0 Vendor Archive Reports (cont.) Select an address from the drop down or enter a new address. When a new address is entered it will be available in the dropdown list when running future archive reports. Select Next to continue Page 14 of 22 8/7/2013

15 Infosource 2.0 Vendor Archive Reports (cont.) Select Next to go to the prompt page Highlight the desired month and click the right arrow to select it. Click Next to run the report. Page 15 of 22 8/7/2013

16 Infosource 2.0 Vendor Archive Reports (cont.) The report has been submitted to run and will be ed today. Click OK to return to the subscription list, or click Change Selections to run the report again for a different month. Page 16 of 22 8/7/2013

17 Infosource 1.0 My Subscriptions My Subscription Section Under the My Subscriptions vendors will see a folder (some have multiples). Click the appropriate folder. Vendors will see a list of all narrowcast reports subscriptions. The address column shows whether the report is delivered via or available as a web page on Infosource as a static report. Page 17 of 22 8/7/2013

18 Infosource 2.0 Vendors My Subscriptions The MySubscriptions shows all the narrowcast subscriptions that are available on Infosource as web pages. Only the ones that are bold and underlined are currently available for viewing. Note: the subscribed reports that are delivered by are no longer listed in Infosource 2.0. This list can be sorted by clicking on the column headers Page 18 of 22 8/7/2013

19 Infosource 1.0 My Subscription edit Select Edit to switch from web page to and visa versa Infosource 2.0 Portal My Subscription edit For Infosource 2.0, select edit to change from web page to only. For this example select US Branch Item Performance report Page 19 of 22 8/7/2013

20 Infosource 1.0 My Subscription edit Infosource 1.0 has a blank page with no edit options. Infosource Vendor My Subscriptions edit Infosource 2.0 allows Vendors to keep the current web page or switch to an address. Vendors can choose either a stored from the drop down, or enter a new address. Once they switch the Page 20 of 22 8/7/2013

21 report to delivery it will be permanent. They will not be able to switch back to web page, and it will no longer appear on the MySubscription list. Infosource 2.0 Vendor My Subscription edit This report will now be delivered by . Click OK Note: the US Branch Item Performance subscription is no longer listed now that it is delivered by . Page 21 of 22 8/7/2013

22 Infosource 2.0 Vendor password change Password Section To change Vendor password, click the Preferences menu item. Vendor will be able to change their password. Click Change Password button when done. Here is the confirmation page. Click OK to return to the subscription list. To logout click the logout menu item. You will be logged out and taken back to the Vendor login page. Page 22 of 22 8/7/2013