Run Reports

Run Reports

1. Click Reports in the navigation bar.
2. Run a specific report by either browsing the report list, or using the Find report by name search field.
   

Share a Report

The Reports screen has dozens of reports that tell you about different aspects of your business.

1. Click:
   • Email to send the report as PDF attachment.
   • Print to print the report.
   • Export to download the report as Excel spreadsheet or PDF.
   

Report Drill Down

1. Click any number in a report to view its details.
   
2. Click the Back link to return to the report when you’re finished.
   

See Information About a Report

1. Point to the report.
2. Click the report's ? icon.
   

Add a Report to Favorites

You can add your frequently-used reports to the Favorites section, at the top of the reports screen, so they’re easy to find.

1. Click the ☆ star next to the report you want to add to Favorites.