Reports Interface


screenshot of the reports navigation bar
screenshot of the reports dashboard interface

Building Reports


1. In the Reports tab, choose from the list of options which report to run. Click the Orange Build button at the end of the row of the report.


screenshot of the reports dashboard

2. Select which data fields to display in the report. Reorder the fields into the desired order by clicking the up and down arrows for each field. Sorting and grouping rules are also available. Once finished, click the Run button.


screenshot of the report design window

3. Select the data range for the report. Use a saved search to further narrow results, if desired. Once the necessary criteria has been selected, click Run to view or print the report, Cancel to return and further build the report, or Export as (.csv) to download the data in a spreadsheet.

screenshot of the run report window