Resources

Creating Reports

If you want to run a report that has not yet been built, you can build the report using an existing base report.


To build a report, click New Report.

You will be prompted to enter a name for the report, select the folder from which the report will be pulling data, and to select a folder in which the report will be saved.


Enter this information and click Save.


The base report will appear, allowing you to add filters, fields, date ranges, and select grouping.



Once all of the necessary changes are made, click Run Report.

The filters and settings will remain in place for the next time you need to visit this report. It will be located in the folder you selected. The only action you will need to take in the future is to run the report.