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Earlier today (May 30, 2023), MC Trade experienced a sever outage leading to issues accessing the product. This issue has now been resolved. If you are still experiencing difficulties accessing your MC Trade account or are getting errors, please reach out to our support team here
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  1. Member Clicks Trade
  2. Reports

Reports

The Atlas Report Library is vast - more than 230 intelligently designed Crystal reports you can run with a single click from every module of the system. But that's just the beginning: you also have several tools for accessing and extracting every piece of data you need for analyzing your business.

Using the Reports Module

  • ★ Exporting Data from MC Trade
  • ★ Build a Custom Query Using the Data Export/Reporting Tool (DERT)
  • ★ The SQL Writer Tool
  • ★ Upload a Custom Report to your Reports Library
  • ★ Email a Report as a PDF, Word, Excel or other Format File
  • ★ Import or Export a Query from the Data Export/reporting Tool
  • See all 9 articles

Best Practices for the Reporting Module

  • ★ Query Library for the Data Export/Reporting Tool (DERT)
  • Print or Export data from a report that is part of a drill-down in a report
  • Quick Ways to Print Lists of Members
  • Find Duplicate Organizations / Duplicate Profiles
  • Adding Reports to My Dashboard for Others Users
  • Attach Reports to Your Personal Dashboard

Reports Library

  • Certification Management Reports
  • Report that shows adjustments made to transactions
  • Report Catalog - Selected Categories # of Times Displayed by Date
  • Report Catalog - Executive Dashboard Summary
  • Report Catalog - Envelopes by Affiliation
  • Report Catalog - Profile Listing Report

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