Advanced User Training: Creating AMP Reports & Analyzing Data

1. Aid Management Platform (AMP)Advanced User Training, Module Creating AMP Reports and Analyzing Data

2. Topics Covered • How do you create a report? • How do you create a tab? • How do you view and edit reports?

3. Creating a Report Click on down arrow on report Now click Report Generator 2. Select a funding and Totals Grouping click Next 3.click Next

4. Creating a Report (cont.) 1. Select some items to appear as rows in the report 4.click Next 3. Columns can be shifted up and down by dragging. 2. Click to select columns

5. Creating a Report (cont.) 1. Select some items to appear as rows in the report 4.click Next 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

6. Creating a Report (cont.) 3. click Save 1. Choose Measures to appear. For example, do you want to show Actual Commitments, Actual Disbursements, or both? 2. click to move selected Items

7. 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

8. 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!

9. 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

10. Using Reports • Export to Excel, PDF, CSV formats, or Print Friendly • You can sort and filter actual reports just like Tabs