Creating a New Report

Created by Elizabeth Whyte, Modified on Wed, 3 Jul, 2024 at 2:07 PM by Elizabeth Whyte

To create a new report, follow these steps:

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

Click Next.

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

Select the appropriate filters, click Generate Report.