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.
    Run Reports

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.
    Share a Report

Report Drill Down

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

See Information About a Report

  1. Point to the report.
  2. Click the report's ? icon.
    See Information About a Report

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.
    Add a Report to Favorites

FREE Quick Reference

Click to Download

Free to distribute with our compliments; we hope you will consider our paid training.