How do I create a report?

Step One: Begin on the upper navigation bar. Click “reports.”

Step Two: Select the locations and the folders you want the report to pull from.

Step Three: Select all the report fields you want pulled for the report by clicking in the check boxes. You can select all or deselect if you wish.

Step Four: You can sort select whether you want the details for each field to show in “ascending” or “descending” order. You can also select a color to code or further organize your fields.

Step Five: Move a field to a higher or lower spot in the report, by using the arrows.

Step Six: Click “Generate” to initiate the report. The report will download to your computer and launch in Excel.