How can I customize a report request in AIV?

To customize a report request in AIV, follow these steps:

1. Log in to AIV:
   Access the AIV system using your credentials.
   
   

2. Access the Report Document Section:
   Navigate to the Document Report section to start or customize a report request.
   
   

3. Select the Report Type:
   Choose your report type (e.g., Adhoc, Group, or Merge Report) based on the desired customization.
   
   

4. Choose the Dataset:
   Select the dataset that serves as the foundation for your report, ensuring it has the necessary data fields.
   
   

5. Define Report Parameters:
   Specify customization options, including:

   • Date Ranges: Limit the report to specific periods.
   • Categories/Fields: Select fields to include (e.g., sales regions).
   • Filters: Apply filters based on department, region, or customer type.
   • Grouping/Sorting: Organize data by specific criteria.
     
     

6. Configure Report Output:
   Choose the report format (e.g., PDF, Excel, or CSV).
   
   

7. Add Scheduling Options:
   If recurring, set a schedule for automated generation.
   
   

8. Submit the Custom Report Request:
   Click "Run" to generate the report based on your custom settings.
   
   

9. Review the Generated Report:
   Access the report from the Request notification and requests section once processed.
   
   

For more inquiries about the Request feature in AIV, please visit our Request Feature Documentation or email us at support@aivhub.com.