Generate Reports (for Admins)
13 steps
35 seconds
1
From the main navigation menu, click [[Reports]]
2
From the Reports page, click here.
Tip: Expand the menu titles using the arrows below
3
Click [[Generate Report]]
4
Select the report type(s) you wish to generate
5
Click here to adjust the time period for the selected report(s)
6
Proceed to adjust the date range as needed
7
Adjust the document settings
8
Click the "Enter an email..." field and insert the email address(es) to share the selected report(s)
9
Press [[enter]] after each email address to save
10
Click [[Generate]]
11
Back on the Generate Reports page, you can monitor the status of the report(s)
12
Notice the [[Finished]] Status
13
Back on the left side, click on the Report name to download the .zip file that should contain any selected report(s) for the given time period
Generate Reports (for Admins)
13 steps
35 seconds
1
From the main navigation menu, click [[Reports]]
2
From the Reports page, click here.
Tip: Expand the menu titles using the arrows below
3
Click [[Generate Report]]
4
Select the report type(s) you wish to generate
5
Click here to adjust the time period for the selected report(s)
6
Proceed to adjust the date range as needed
7
Adjust the document settings
8
Click the "Enter an email..." field and insert the email address(es) to share the selected report(s)
9
Press [[enter]] after each email address to save
10
Click [[Generate]]
11
Back on the Generate Reports page, you can monitor the status of the report(s)
12
Notice the [[Finished]] Status
13
Back on the left side, click on the Report name to download the .zip file that should contain any selected report(s) for the given time period
