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

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

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

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

Creating a Report (cont.) 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. 4.click Next 1. Select some items to appear as rows in the report 2. Click to select columns

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

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

Editing a Report To edit 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! To view a report, click on its name To Delete

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

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