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ACE Training and Reference Guides

Welcome to the ACE training and reference guides page for the ACE Portal, manifest, and reports.  For more specific help or assistance on the ACE Secure Data Portal, please visit the ACE Support page.

Trade User Training

Trade focused web-based trainings and step-by-step instructional guides can be found below.


PGA User Training

For employees of Partner Government Agencies (PGAs) interested in ACE Portal, manifest, and reports training materials, please select here to contact ACE Training.


ACE Portal Training

Provides navigational descriptions of the ACE Portal and detailed step-by-step instructions on different account management functionalities.  Topics covered include:

How to Request Access to EIN Data

Exporter account holders can learn how to request access to EIN data.


ACE Manifest Training

Learn to use ACE multi-modal manifest features available through the ACE Portal.  Topics covered include


ACE Reports Training

 Learn more about ACE Reports by viewing the QRCs and videos below: 

Accessing ACE Reports Applications

             QRG          Video

Setting Default Preferences

             QRG           Video






Accessing the Application

Learn to navigate to ACE Reports from within the ACE Portal.

Setting Default Preferences

Learn to customize ACE Reports preferences.

Navigating ACE Reports

Learn the structure of the ACE Reports Home Page and Documents tab features.

Navigating Workspace Module

View how to navigate within the reports workspace.

Running a Standard Report

Overview of running standard predefined ACE reports.

Saving and Exporting Reports

Learn how to save and export the results of a report.

Modifying the Results Object of a Report

Learn how to modify the parameters of a report query.

Modifying Display of a Report

Learn how to customize the fields displayed in a report.

Modifying Query Filters

Learn how to modify the filters in a query.

Scheduling a Recurring Report

Learn to run reports on a dynamic schedule of your choice.

Creating Ad Hoc Reports

Learn how to develop reports from the ground up.

Nested Filters

Learn how to nest filters in ACE Reports.

Pasting List of Values into Filters

Learn how to paste a list of values into filters.

Adding Dynamic Dates

Learn how to set dates to update dynamically for a regularly recurring report.
Last modified: 
January 15, 2021