Generating Reports
To run a report using a Report Template, navigate to Settings > Reports, then either All Reports or My Reports, and click the '+' in the upper right-hand corner:
This will ask you which Report Template you would like to use:
And configure the filter(s) on your results:
Click 'Continue' and the report will generate, then click 'View Report' to review your results before downloading a copy of your report:
The system will show results in the browser:
Please note the Preview of your Report will not pull all results. To see all results, you will need to download the Report
When Viewing the report, you can click the 'Download' icon in the upper right-hand corner to download a copy:
Alternatively, click 'Download report' to bypass previewing and receive a spreadsheet of the report immediately:
Open the Report using your spreadsheet software:
Keywords: Reports, Spreadsheets, Excel, csv, Generating