Running Reports

Our reporting section lets you create custom reports from our pre-designed templates. We give you the flexibility to choose the fields you want to see on each report. The different filters allow you to choose which information you want to see at any given time. If there is a report you would like to have, but cannot seem to get, please let us know.

To run a Report or Template:

  1. Navigate to the Admin Module-->Reporting page.
  2. Click on the report name.
  3. Depending on the report, you will be able to setup your own filters. To proceed without filtering the report click the Run button.

To filter a Report or Template:

  1. Follow the instructions above.
  2. In step 4, select the parameters you want to use for this report. If there is a date field in this report you can filter by date range. Use the fields below the date range to filter by other criteria for this report.
  3. When you are done making your selections, click the Run button.

To export a Report or Template:

  1. Follow the instructions above for running a report.
  2. Once the results are displayed, click the Download button.
  3. Follow the dialog box for your browser to export the report.
Safari users may notice that the Download opens in the browser as text.  This is a quirk of Safari handling the response.  Please go to the File menu and select Save As... to save the "Page Source" as a csv file somewhere on your computer where you can open the file.  Use Excel or Numbers to read this csv file.

Custom Reports

To build your own Custom Report:

  1. Navigate to the Admin Module-->Reporting page.
  2. Click the report you want to create a custom version of.
  3. Setup your filters inside of the specific report page.
  4. Enter the title for your new report.
  5. Select/De-select the fields you want displayed on this report by using the Order Report Fields icon.
  6. Once you are satisfied, click Run to run the report and  click the Save As button to save it.

To edit your own Custom Report:

  1. Navigate to the Admin Module-->Reporting page.
  2. Click the report you want to edit.
  3. Make any changes to the report title and fields.
  4. Once you are satisfied, click the Save button.

To export a Custom Report:

  1. Follow the instructions above for running a report.
  2. Once the results are displayed, click the Download button.
  3. Follow the dialog box for your browser to export the report.

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