NOTE:  Depending on your screen resolution or device, some of the options mentioned below may not appear on this screen and you may need to go to the next screen to complete the process. Simply follow the instructions below to set those parameters or refer to the Help provided for the previous or next screen.

1. On the screen similar to the one above, below Select an Analysis Area, navigate to and select the geography or analysis area for which you want to generate a report. You can also use the Search function to look for your desired area.

2. Below Select the level of detail, click the option that best describes how you want to arrange your selected geographies or analysis areas on your report. The options are:

• As Selected: Creates individual columns for each analysis area (aggregate or component) in the selected order.

• Component: Creates individual columns for all the analysis area components you selected (State, County, ZIP Code, etc.). If you select this option, you need to select a geography level to use as component and the method by which you want to include the geography.

3. (Optional) To append parent geographies to the report, click the OFF button next to Include Parent Geographies to set it to ON. When the Parent Geography pop-up window appears, click the Name and/or Code check box next to the parent geography(ies) that you want appended to the report.

4. Select a detail level of the target/segment. The options are:

• Target: Displays each selected target as an individual set of columns in the report.

• Segment: Displays only the target's segments in separate columns.

• Target & Segment: Displays columns for each target and for each segment in the selected target.

5. Specify a method to use for sorting data in the report. The options are:

• None
• Row ID: Sorts data according to row ID.
• Row Name: Sorts data according to name in alphabetical order.
• First Target/Segment Selection: Sorts data based on your target or segment selections.

6. (Optional) If you selected First Target/Segment Selection as your sort method, you need to specify a sort measure:

7. Select your preferred sort direction. The options are Ascending and Descending.
8. (Optional): If you selected First Target/Segment Selection as your sort method, you need to specify a subtotal method for sorting the data in your report. The subtotal method options are:

• None: No method is applied.
• Equal Ranges: Uses basic division to group the number of areas (rows) equally using the ranges of a specific column of data.
• Equal Records: Uses basic division to group the number of records equally.
• n-Tile: Distributes the total number of households in an area into groups that are approximately equal, such as fourths or fifths. Dividing data in equal portions ranks the analysis areas by marketing potential, in groups showing the strongest to weakest.

• Analysis Area: Groups the records by the selected analysis areas.

1. If you selected the Equal Ranges or Equal Records subtotal method, you need to specify the following:

• Number of ranges: In the Select the number of ranges drop-down list, click your desired number of groupings.

2. If you selected the n-Tile subtotal method, you need to specify the following:

• Number of ranges: In the Select the number of ranges drop-down list, click your desired number of groupings.
• Subtotal measure: In the Select a Subtotal Measure drop-down list, click the desired measure to use for equal grouping.

3. If you selected the Analysis Area subtotal method, you need to specify the following:

• Display and calculate data for each duplicate geography. The options are:
  • Only once: The report output will not contain any duplicate records (geographies).
  • In subtotals only: The report output will contain any duplicate geographies in the subtotals, but not the total.
  • In all totals: The report output will contain duplicate geographies in both the subtotals and total.

9. Click Next to Proceed.