Report/Data Request Form
Date of Request:
*
-
Month
-
Day
Year
Date
Requestor:
*
First Name
Last Name
REPORT MODIFICATION
Name of the report to be changed:
How is the Report currently accessed?
Dashboard view
Reminder
Global search
Exported & emailed
Purpose of the modification?
Current Issue and desired functionality/result:
Date needed by:
-
Month
-
Day
Year
Date
New Report Request
What do you want to know from the data?
How is this data being used or presented?
Start and End Dates of Data range
-
Month
-
Day
Year
Start Date
-
Month
-
Day
Year
End Date
Frequency of Report:
One-time
Daily
Weekly
Monthly
Annually
Other
Customer Types to include:
Monthly Reseller
Annual Reseller
Direct Customer
Customer Categories to include:
Educational Entity
Library-Educational Entity
Nonprofit
Social Welfare Agency
Customer Classes to include:
Board/Staff
CORE Paid
CORE TAG
Demo
General
GSA Extension Paid
GSA Extension TAG
Street Ready
TAG
Who will be responsible for running this report?
First Name
Last Name
Fields to include in results:
Customer Org Name
Customer Contact Name
Customer Billing Address
Customer Shipping Address
Customer Org Main Email
Contact Email
Customer Org Main Phone
Contact phone number
Customer Type
Customer Category
Customer Class
Transaction total
Other
Additional fields to show in results:
For Admin Use
Submit
Should be Empty: