Creating a New Report

Created by Elizabeth Whyte, Modified on Wed, 3 Jul, 2024 at 11:17 AM by Elizabeth Whyte

  1. Navigate to Reports.
  2. Click New Report+.
  3. Select from a range of report types. See the description under the report title to understand what data the report provides.



  4. Click Next.

    Note: This screen allows you to filter your report to return a specific set of data. Fox example, here you can use the date range field to narrow down your data to a certain reporting period.

  5. Once you select the appropriate filters, click Generate Report.




    6. Upon generating a report, you can proceed to download in CSV and XLSX or Save the report.








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