27 STEPS
1. This tutorial shows how to calculate the number of matches a Lead Assignor is responsible for across Competitions within an account.
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2. To start, click Competitions.
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3. The first step is to add a control break that will group the Competitions under each Lead Assignor.
To add a control break, click Actions.
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4. Click Format, then Control Break.
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5. Click Select Column to expand the dropdown list.
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6. Select Lead Assignor as the column to base the control break off of.
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7. Click Apply.
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8. The Competitions are now listed under each Lead Assignor's name.
For this tutorial, the last name of the Lead Assignor has been blurred out.
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9. Next, we will calculate a sum of the matches for each Lead Assignor.
Click Actions.
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10. Click Data, then Aggregate.
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11. Click Column to expand the dropdown.
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12. The default function is Sum.
Select Matches to calculate a sum of the matches for each Lead Assignor.
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13. Click Apply.
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14. The sum of the matches for each Lead Assignor across Competitions is displayed at the bottom of each grouping.
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15. Scroll down the page to see the sum for each Lead Assignor.
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16. To save the settings of this report, click Actions.
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17. Click Report, then Save Report.
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18. Type in a name for your report. For this example, the name is "Sum of Matches by Lead Assignor". Add a description if you wish.
Click Apply when finished.
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18b. Click
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19. The settings of this report are now saved in the reports dropdown list to be used whenever needed. Information and aggregates within the report are automatically updated.
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20. To download this report, click Actions.
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21. Click Download
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22. Click the format of the report you want to download. For this example, we will choose Excel.
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23. Click Download
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24. Choose the location of where you want to save this download and rename the file to make it easier to find later.
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25. Rename your file and click Save.
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25b. Click
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26. Click Cancel to return to the Competitions report.
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27. Thank you for watching the tutorial on how to calculate the number of matches a Lead Assignor is responsible for across Competitions within an account.
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