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.
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.
Learn to use ACE multi-modal manifest features available through the portal. Topics covered include:
Training information on running standard ACE reports and using new ad hoc reporting capabilities. Topics covered include:
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.
Learn how to nest filters in ACE Reports.
Pasting List of Values into Filters
Learn how to paste a list of values into filters.