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How do I run reports?

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If you have enrolled in our Standard Refund Transfer program, TPG offers a variety of reports to help you track your business and service your clients. Run reports by logging in to the TPG website and selecting Reports from the left side navigation.

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The Reports page will open and will display a list of reports that are either currently available or coming soon. Reports are grouped into categories to help you find what you need. New reports will be added throughout the 2022 season. Select a report to open a particular report.

 

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Report features

Once a report is selected you will see a common page layout. Here's an overview of some of the report features. 

 

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1 - Search feature

Save time by searching for information on the page.

2 - Date range

Select a specific range of time to report on including pre-defined ranges or a custom date range.

 

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3 - Export report

Export the report to Excel using the Export button and "Export as CSV".

 

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4 - Sorting and filtering

Sort the report by a column header by clicking the column that you wish to sort the report by in ascending order. Click the report again to sort the report in descending order. 

 

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Select the filter icon to apply one or more filters. Clicking the filter will reveal the filter options that are available. Click Clear to remove the column filters.

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5 - Freeze column and clearing changes

Freeze and unfreeze the first column for an easy way to view report details by information in the first column.

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Selecting the Clear button will restore the report to all default settings and will undo all modifications applied to this report.

 

6 - Modify columns

Easily hide and reveal columns so the report only contains the columns you need using the Modify Columns feature. Check or uncheck the box of columns you want to hide or reveal and select the X to close the window and apply your changes. 

 

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7 - Pagination

Adjust the number of results you want to display per page. Use the < > arrows to navigate back and forth between pages. Use the double arrows << >> to navigate to page 1 or the last page of the report.

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