Reports

Modified on Tue, 14 Feb, 2023 at 7:05 PM

Navigate your way to the Reports tab.

You can select any report that you want to run and filter that report any way you want.

Note: If the filters are grey then you can't filter for that particular report!

Once you have selected the report you want to run and the filters and press the " GO" button you will have some options.

You can use the Search feature to narrow down what you are looking at. If you Export with something in the search field it will only Export what you have search and filtered out.
Choose your columns that you want to see or hide. By unchecking a column it will hide it and if you Export it will not include that column in your Export.
You can sort the order of your results by clicking on the arrows at the top of each header. It will Export in the order that you have sorted.

Exporting Reports is simple and can be done in a number of file formats.

Choose the Export button to get the drop down of the file formats available.
Simply choose which file format you want and click on it. The download will automatically start.
Note: The filters, columns shown, and search will all affect your Export use these features to get at the information you want.