Reporting+: PSL+ Reports

Reporting+ gives clients with the right permission direct access to essential PSL+ reports, complete with powerful cross-project reporting capabilities and options to filter, organize, and analyze data in ways that suit your specific needs.

The following PSL+ reports are available in Reporting+:

This article shows you how to perform this task in both Classic and New experiences.

Steps for Classic Experience

How to Run a PSL+ Report

1. Log in to Reporting+
   1. If you’re an existing user: Click the Reports tab in the navigation bar
      
   2. If you’re a new user: You’ll land on the Reports tab in the navigation bar
       
2. On this page, you can use the controls at the top of the page to find the desired reports to run:
   
   1. Switch between tile view and list view to display your reports in the way that works best for you; available if you have access to more than one category
   2. Start typing a report's name or description in the search bar to find it quickly
   3. Apply filters to refine your search by report category
   4. Expand or collapse all reports displayed in your view
3. After selecting a report, specify the criteria to ensure it displays accurate data. The criteria options will vary depending on the report.
   
   1. Studio Division: Select the correct studio to ensure that the correct projects populate in the next dropdown, giving you the most relevant and accurate information for your needs
   2. Project: Select the database that you’d like to report for
   3. Date range: Some reports will only offer a custom date range option, while the PSL+ User Report won’t ask for a date range at all. If the report requires a "Transaction Date," you'll have the following options:
      1. Run of Show: Automatically calculates to include every record for the selected projects, ensuring you have the complete set of data you need without having to manually adjust the dates. You can see the encompassed dates displayed on the report page.
      2. Year to Date: Covers dates from the start of the year up to the current date
      3. Custom: Allows you to specify a custom date range.
      4. Note: Data is reported from a day before
4. Once you have selected your criteria, click Generate Report
5. Review your generated report on the screen
   1. Note: Changes made here won’t be saved when downloading to CSV, so we recommend waiting to make any adjustments until after you’ve downloaded your CSV file.

6. To download the full report, click the Download button

   Important: The app can display a maximum of 5,000 records on the screen. You’ll receive a notification, and only the first 5,000 records will be visible. To access the full dataset (up to 500,000), click the Download button on the next screen.

   If your data exceeds 500,000 records, we recommend breaking it into smaller segments. You can do this by selecting fewer projects or narrowing the date range and running two to three reports as needed. This approach allows you to retrieve all your data quickly and efficiently without missing any records.

To return to the list view of PSL+ reports, click the Reports tab in the top navigation menu instead of using your browser’s back arrow. This helps maintain a smoother experience without unnecessary loading.

💡Tip: Quickly access your most frequently used reports by clicking the star icon next to the report name to mark it as a favorite. Favorited reports will appear on the right side of the Reports page for easy access.

Steps for New Experience

How to Run a PSL+ Report

Click Create new report in the top right corner of the Reporting+ landing page:

Next, select Use a Template:

Select the PSL+ Template you would like to use and then click Continue to Report Builder:

Next, depending on the template you chose, you will configure the parameters for the report using the dropdown menus. Once configured, click Run Report:

Review your generated report on the next screen:

With the generated report, you can perform the following:

• Download Report: If you click the arrow, you can choose to download the report in either an Excel file or CSV. 
• Save Report: Allows you to enter a custom name and description and save the report to your list of reports in your Reporting+ landing page. 

• Customize Report: Allows you to add filters to the report to make sure you see the data you need to see. Click + Add Filter in the Customize Report menu:

  

  Choose the column you'd like to filter:

  

  Choose an operator and then select the values you'd like to filter to, and lastly click + Add:

  

  • You can filter the report within Reporting+ and then download the report with those filters applied.