The Reports section in the Navigation Bar allows you access SourceLink® predefined reports, create your own and subscribe to reports.
All reports can be viewed on your screen, saved to your local computer, printed on a local printer, or sent to another person as an email attachment. In addition, SouceLink's report engine can extract client data to an Excel spreadsheet for ad-hoc work.
Note: If a report includes a phone number, this is the primary phone number indicated in the client record.
Five choices under Reports:
- Report Listing
- EDMIS Batches/Reports
- Report Subscriptions
- Scout Reports
- Social Analytics
SourceLink currently has more than 70 reports. To make it easier to find the report you want, the reports have been divided into categories of content.
|AD (Administrative)||EX (Extraction)|
|BA (Business Analysis)||FM (Blank SBA Forms)|
|CL (Clients)||RF (Referrals)|
|CS (Client Scout)||SB (SBA Related)|
|EV (Events)||SV (Survey)|
Show Types—The list can be filtered by clicking one of the buttons.
The screen show below show BA415, Client NAICS Category Analysis for Feb. 22, 2015-Dec. 25, 2015.
This section allows you to quickly pull batches for EDMIS reporting. Go to EDMIS Batches & Reporting for more information.
The report will be emailed as a PDF attachment on the dates specified under Interval. SourceLink will email the reports to the email address specified in your User Profile.
If you have trouble receiving the reports, check with your local SourceLink administrator to make sure your email address is up to date.
You can also customize reports to fit your specific needs. Go to Scout Reports for details.