Getting Started #
TAD Standard reports are the best starting points to download data out of Vista. These reports span across the modules giving you access to all data needed out of Vista. After you download a standard report you can use the Edit Query button on the ribbon to adjust the report structure.
When you download a standard report, you are downloading a copy of the configuration into the specific Excel workbook. Any changes made to the report exist solely in that workbook unless you upload it as a Company Report.
Download a Report #
Click the Reports button on the ribbon to access the standard reports.
The Add Report button is used if you want to start a report from scratch.
That brings up a list of the reports that you have access to.
Select the report(s) you want to download. Use your Ctrl key to select multiple.
Click the Download Selected button.
Most standard reports have parameters so you will see the TAD Parameters form.
Adjust the parameters as needed.
Click the Download button.
You will see the new report(s) and corresponding data.
Columns A and B store the last downloaded parameter values.
Use the blue Download button to redownload the data.
