UTO Help: Reporting Options -- Save

USA Trade®
Online

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Manual:

USA Trade Online allows you to save both the data tables that result from a request (see Report Downloading) as well as the "report" that actually generated these tables. Saving the report allows you to go back later (for example, when next month's data comes out) and change the time periods and any other selection dimensions.

In order to save these reports, you need to click the icon in your report options toolbar, as shown in Figure A. In order to successfully save your work, you must add a title. One will automatically be provided for you based on your original data selection, as shown in Figure A for a Monthly Import report, however we recommend you add the commodity information as well. While it is not required to add notes, we highly recommend you do so. This is a great way to track your progress and remind yourself of next steps.

Figure A: Saving Your USA Trade Online Reports and Charts

Note: If you are using a shared access account (such as a site license), your saved reports are saved alongside the saved reports from any other users in the account. In order to distinguish your reports from other user's reports, your site may ask you to follow a naming convention for saving reports. Some, for example, request that you put your last name as the first word of the report title. Check with your administrator if this might apply to you.

Saved reports can be accessed by clicking on the icon in the upper-right hand corner of your screen. This will take you back to the main Data Source Selection screen. You'll notice a similiar looking icon titled "My Reports" in the upper-right hand corner of your screen (see Figure B). Click on the icon to take you to "My Reports".

Figure B: Access Saved Reports via "My Reports"
Accessing "My Reports" from the Data Source Selection Screen

Figure C: My Reports Screen
"My Reports" screen

By using "My Reports", you are saving your information on our server, not on your personal hard drive. This saves you space and allows you to access your USA Trade Online tables and charts from anywhere you can use the site. Users on shared systems should be aware that saved reports are not be grouped by individual user. A running list of reports for all users from the same username/password appears under the My Reports tab. We encourage multi-user account managers to establishing an organization-wide naming convention, such as sms_popcornexports (user's initials_report/chart title).Yet another benefit of the "My Reports" feature is that saved reports and charts are re-executed when new data are released, for example at the monthly update. They generate the same report as the initial one (prior to saving), but with the new data.

Note: There are three different icons used for saved reports. They differ in terms of the number of silhouettes shown on them:

(three silhouettes) takes you to "Public Reports" (the initial data selection screen)
(one silhouette) takes you to "My Reports" (your personally saved reports),
(no silhouettes) titled "Reports" usually takes you to the "Public Reports" screen.

Managing Your Reports

To delete a report/chart, check the box to the left of the report or chart icon, before finally clicking the icon above your "My Reports" box (see Figure C).
To open a saved report, hover your mouse over the report or chart title and click. Or, simply click the icon to the left of the title.
To change a title and/or notes, select icon from your Options list.
To return to the Data Source Selection Screen, click the "Public Reports" icon in the upper-right hand corner, with the three shadowy figures.