Using Aria Reporting
You can run summary reports on your accounts and revenue for up to twelve months in the past. If you do business in multiple currencies, you can select the currency for which you want to view revenue data.
- Configure Data Export
- This article explains how to configure Data Export in Aria to export financial transactions in CSV or Quickbooks IIF formats, with options to customize CSV files by detail level and header inclusion, requiring prior setup with Aria Systems Customer Support.
- Run a Report
- This article outlines the steps to run a report on demand in Aria by selecting a report from the catalog, choosing options like including test accounts, previewing the report, and utilizing features to print, view, download as a CSV, or modify publication settings.
- Schedule a Report
- This article details how to schedule a report in Aria by selecting a report from the catalog, setting options like date range and audience, choosing publication and file transfer settings (if enabled), and confirming the schedule, with generated reports viewable under Published Reports and cancellable via a red "x" icon.
- View and Cancel Scheduled Reports
- This article describes how to view a summary of scheduled reports in Aria by navigating to Analytics and Reporting > Reports > Configuration and clicking View Full Schedule, and how to cancel a scheduled report by clicking the red "x" on the displayed grid, with generated reports available under Published Reports.
- View CSR Activity
- This article explains how to use the CSR Activity report in Aria to monitor and filter Customer Service Representative actions (viewing, adding, removing, or changing data) within the Accounts section, allowing selection of a specific CSR, date range, and activity type, with results displayed by session.
- View Data in the Analytics Dashboard
- You can view summary reports of real-time data from your Aria instance organized within four persona-based views.
- View Published Reports
- This article outlines how to access and view previously generated reports in Aria's Published Reports section, where users can select reports from a catalog based on their access level, view them by post date, and perform actions like printing, viewing in full window, downloading as a CSV, or modifying publication settings.