Dell Premier Software Reports

Table of Contents

1. Build your Own Report
2. Pre-Built Software Reports
3. Saved Reports
4. Report Schedules

To access your reports, click "Account" located in the top-left corner of your Premier home page. Next, click "Reports" (visible to users with reporting access). Alternatively, you can navigate to the "Reports" module available on the Account home page. (Figure 1)


Figure 1: Access Software Volume Licensing Reports

Build your Own Report

Premier users can create their own software report based on their individual preferences.


Figure 2: Build your Own Report - Create Report
 

1. Select "Software Orders" as a report type, give your report a name and choose to run or save the report (Figure 2).  Reports can be run once, saved as a personal template, or saved as an enterprise template (visible to all users with permission). The saved reports are then available under 'Saved Reports'.

 

2. Define the date range.

When running a report once, you can select "Custom Date" and enter a specific date range (up to 5 years of purchases).
 

3. Select the desired report fields within "Order Details", "Product Details", "Billing Details” and "Shipping Details" and finalize the report.

Once done, you can edit, save (under Saved Reports), download the file in .csv format or share the report with yourself by email. Note: For reports beyond 12 months (i.e. Custom Time Period), users will only have access to the “Email” button and will not be able to download the report directly.

Pre-Built Software Reports

Premier users can run, copy to edit, or schedule pre-built reports related to open orders, order level information, item level details, and contract price lists. To schedule a price list report, you must first save the report, and then navigate to "Saved Reports" to schedule.


Figure 3: Access and view pre-built reports

When accessing pre-built reports, click 'Manage' (Figure 3) to

• View the selected report (Run)
• Copy the selected report, make edits (change name, apply desired time period,…) and save it as a custom report.
• Create report schedules to receive tailored reports directly by email

Software Volume License Price List is a unique report that provides users with a copy of the price list for the selected software licensing agreement. This report is only visible to users with access to active software contracts, as defined with your Dell Technologies Account team.

Saved Reports

Premier users can quickly retrieve previously saved reports and get their software purchase history anytime.


Figure 4: Access and view saved reports

Go to the 'Saved Reports' tab (Figure 4)

• When created by you, the report is editable and can be deleted
• When created by other users of the access group (Enterprise template), the report is a read-only view (Run)

Report Schedules

When choosing to save the report as a personal template, Premier users can schedule weekly, monthly, quarterly, or yearly report delivery (Figure 5). The scheduled report is delivered by email, ensuring you always have the insights you need, when you need them. 


Figure 5: Create Report Schedule

Manage all your scheduled reports effortlessly under the "Report Schedules" tab - edit, pause, or delete schedules with ease (Figure 6).


Figure 6: Manage Report Schedules If you have questions or need assistance, engage the Dell Premier Support Teams
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