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Tasks: Combined Data Report
Tasks: Combined Data Report

Create your own custom Excel report template to be delivered with any Vision analysis.

David Wiggington avatar
Written by David Wiggington
Updated over a week ago

VisionLTC allows clients an option to create custom Excel workbooks that can be downloaded to your machine with any completed Vision analysis. This type of solution can be helpful if you find yourself transferring data from VisionLTC to other reports on a regular basis.

Custom reports will source their analysis data right from your VisionLTC analysis and automatically populate it in two tabs within the report:

  • Raw: This tab will mirror the Raw Data Download export option available in the front-end. Every metric for every site and market area in your analysis will be included here.

  • Competition Data: This tab will mirror the data generated by the Competition Report Task that allows you to export all supply data within an analysis area.

There are two types of custom reports in VisionLTC. A General Custom Report will only include the Raw tab in its workbook. It can be downloaded to your machine from Reports > General Custom Report for any completed analysis.

A Combined Data Report will include both the Raw tab and the Competition Data tab in its workbook. To create the Combined Data Report, navigate to Utilities on your sidebar, then to “Tasks.” Among the available tasks, you will see “Combined Data Report.” Give your Combined Data Report task a name, and then choose your completed analysis to pull data from.

These reports are limited to analyses that include no more than 100 analysis areas (sites x market areas).

When the reports are done processing, they should appear in "My Tasks" immediately adjacent to your Tasks window. Download the report to your machine by pressing the Download button.

NOTE: When you open any VisionLTC custom report, you’ll want to make sure that you ”Enable Editing” to let the data fill the page.

If you find yourself transferring data from completed Vision analyses to other templated Excel reports, please reach out to your primary account contact who will discuss customization solutions with you further.

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