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How to create a report
How to create a report

Learn how to quickly create a report

Updated over a week ago

1. Click "Report Center"

2. Click "Report Studio"

3. Choose the module you want to report on

4. Click the type of report you want to view

5. Choose how you want to group the results

6. Choose how you want to breakdown results by time

7. Choose which value you want to report on

8. Click the time period you want to report on

9. Filter your results using the status filters

10. Apply any additional filters

11. Click which type of graph you want to view results in

12. Click "Details" to see a list of results

13. Click the link to jump to the relevant records

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