DSO-IS Information Services

Jan Robert Munroe

Harry F. Dyer ….………………….. ADSO-IS Central

Russell M. Galson ………………. ADSO-IS East

William C. Lewullis ……….……. ADSO-IS West

Listing of Auxiliary Programs with Information Services highlighted
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Creating your own ACTIVITY REPORTS FROM AUXDATA II

INSTRUCTIONS FOR SAVING A REPORT FROM A 5NR FOLDER

TO EDIT FOR YOUR OWN USE

  1. On AUXDATA II Home page, click on “More”
  2. Click on “Reports”
  3. Click on “All Folders” on the left side of the screen.
  4. Click on Auxiliary All Access”
  5. Click on “Fifth Northern (053)”
  6. Click on the Folder that you want to copy the report from.
  7. Click on the up arrow    to the right of “Name” and this will sort the report names in ascending sequence.
  8. Scroll down and click on the report that you want to save.
  9. Click on the down indicator to the right of “Edit”
  10. Click on “Save As’ in the drop down list.
  11. Click on “Select Folder” on the bottom right of the screen.
  12. Click on the 3 dots “…” to the left of “> Fifth Northern (053) > 053-XX” on the top left.
  13. Click on “All Folders” in the drop down list.
  14. Scroll down and click on “Private Reports”
  15. Click on “Select Folder” on the bottom right of the screen.
  16. “Private Reports” should be on the bottom left of the next screen.

Change the “Report Name” following the 5NR naming convention.

Don’t forget to delete “Copy of” when adding the prefix.

  1. Click on “Save” on the bottom right of the screen.

You can now edit and “Save and Run” the report in your Private Folder.

Change the Unit Number in the filter to your flotilla or division.

After testing to ensure that you have the correct results, you can upload it to your Division Folder (053-XX).

5NR naming convention:

The report name should have the prefix Flt XX-XX for flotilla reports and Div XX for division reports.  For individual member reports the prefix should be “Individual”

For reports to be saved in the District Folder, the prefix should be 053.

Important: Notify Harry Dyer, harry.dyer@cgauxnet.us, before saving a report in the District Folder.

If you create reports just for downloading to create an Excel file, keep them in your Private Folder.  DO NOT save them in your Division Folder.

The above instructions can be used as a guide to copy reports from any existing AUXDATA report folder.

Reports can also be created from the report templates by clicking on “New Report.”