AppDirect Marketplace - Reports

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Reports Functionality

AppDirect provides Reports functionality to every Customer Marketplace. Company & Billing Administrators will have the permissions to access Reports. With this feature, users will be able to create on-demand or schedule for later detailed reports about their Marketplace.

For a Step by Step walkthrough on the Reports feature, take a look at our video guide:

Access Reports

To access Reports:

1. Log into the AppDirect Marketplace.
2. Click on the gear icon, at the top right. Select “Account”. 

3.  On your Dashboard navigation bar, select “Reports”. 

Create & Manage Report Templates

With Templates you can customize the fields included in a report. It will save the parameters used and remain available for as long as it is enabled. Create a template specific to your organization’s needs.

1. Go to Create Template
2. Name the Template. 
3. Select the Type of Report.
   • Customize the fields you want included in the template. 
4. Create Template

Create & Schedule a Report

Create a Report with that option under “Reports”, then:

1. Name the Report.
2. Select the Type:
   • Standard
   • Customizable (Name followed by asterisk)
3. Click the “Create standard report” or “Customize Report” options.
   • Use “Choose Fields; Rename & Reorder; Filter Field” tabs to customize the report.
4. Schedule the report. Select date range.
5. Click “Create Report”.

Our Help Center contains a variety of content, including provider-specific assets and Marketplace How-To tutorial videos, and can be used as an initial point of reference. 

If you encounter any issues or need assistance, please reach out to us using one of the methods found here: AppDirect Support.