How do I pull a report from the system?

There are two ways to pull reports from the system:

  • Clicking on Reports on the left sidebar
  • Clicking on the report icon in tools on the specific item you want to report on.


Once on the report page you can refine the selection of what to report on. You can find a date picker on the top left.


Then you move on to deciding how to present the data you want to report: choose what columns to display and what to group by.


You can refine your reports even further by adding extra filters.


And finally click on Generate at the top.

Have more questions? Submit a request


Please sign in to leave a comment.