Retrieving Historical Data

October 11, 2017

ValueOne’s Report Archive feature is a great tool to help you track your progress over months and even years so that you can easily see where you’re progressing and where there is room for improvement.

To view historical ValueOne data on your practice, go to the top right hand side of the screen and click on “Download” and select “Report Archive.”


You’ll see that your Report Archive contains two types of reports:

  1. PDFs containing a page for each ValueOne section such as the Scorecard, Products and Client Segmentation
  1. “My Business in Excel” reports with three tabs that include a list of all: Households, Accounts, and Trades for that particular month
report ar

If you have many years’ worth of reports, you can utilize the period calendar, by clicking on “All Periods” on the top right hand side of your screen, and selecting the month in a particular year that you’d like to download.

All PeriodsOnce you’ve found the report, simply click on the report hyperlink to download and retrieve the report.

hyperlink reports

For more on using ValueOne including the Report Archive feature, you can watch brief video tutorials here: