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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 PGA users interested in ACE training please visit the ACE PGA Learning Management System (LMS) Training Portal, also known as the "ITDS LMS."  Launch ITDS LMS

It provides web-based training, as well as other relevant learning materials, concerning ACE.

ACE Portal Training

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

ACE Reports Training

Training information on running standard ACE reports and using new ad hoc reporting capabilities.  Topics covered include:

Reports Video Walkthroughs

Accessing ACE Reports

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 ACE Reports and navigating features.

Navigating the Workspace

View how to navigate within the reports workspace.

Running Standard Reports

Overview of running standard pre-defined ACE reports.

Saving and Exporting Reports

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

Modifying Report Queries

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.

Last modified: 
September 24, 2018