Build and Export Custom Reports

How to build and export custom reports.

Last updated 2 days ago

Build and Export Custom Reports

  1. From the Managedrop-down menu, select Reports.
  2. From the Choose Report drop-down menu, select the desired report.
  3. Filter your selections from any of the drop-down options.Β 
    1. Note: When selecting a custom date range, the initial date always falls into last year.
  4. Select Run Report.
  5. To the left of the Export button, select the drop-down box to choose additional fields to be added or removed from the report results.