Generating or Emailing IQ Reports

Market: Federal/State/Local, House, Senate

Description: In IQ, each report is unique and therefore, the actions that are applicable to a report will vary. This particular report is used in this example to teach users how to generate a report for a specific time or for an automated emailing of this report to selected users during a set time frame.

Click any of the following links to be brought directly to the subtopic:

Generating the report

Emailing the Report

The Executive Summary Drill Down Report is one of the most popular reports in IQ used by different offices and staff to further view data on Messages, Services, and Outreach data.

1.Navigate to Message or Service module.

2.Under Utilities, click Reports.

3. Select The Executive Summary Drill Down Report.

Generating the report

1.Complete the fields below using your reporting preferences.

2. Click Run Report.

Emailing the Report

1.Complete the fields below using your reporting preferences.

2. Click Email Report.

3. Complete the information regarding emailing preferences.

4. Click Email.