Reports
1. Click Reports located in the system navigation bar 2. Click the Ad Hoc Reports tab 3. Type report name… and click New Report 4. New report will appe...
Sat, Jun 8, 2019 at 1:11 PM
Want to know what Report Filters and Columns will do in your report? Click the (i) icon to read a description of each item Easily search for Report...
Mon, Mar 9, 2020 at 3:50 PM
Set Report Filters The first step in running any type of report is setting your report filters. Report Filters added to your report will appear on this ...
Sat, Jun 8, 2019 at 4:23 PM
1. Click Reports from the system navigation bar 2. Click either the Custom Reports or Ad Hoc Reports tab located near the top left corner 3. Locate the ...
Thu, Jun 20, 2019 at 3:20 PM
Once a Custom Report has run... After running your Custom Report, the data will be displayed in a spreadsheet format. This is called the graph view....
Sat, Jun 8, 2019 at 4:51 PM
1. Click Reports from the system navigation bar 2. Click the Custom Reports tab located near the top left corner 3. Locate the Custom Report you wish to...
Thu, Jun 20, 2019 at 3:29 PM
Once an Ad Hoc Report has run.... After running your Ad Hoc Report, the data will be displayed in a statement-by-statement format. The results displ...
Sat, Jun 8, 2019 at 4:50 PM
1. Click Reports from the system navigation bar 2. Click either the Custom Reports or Ad Hoc Reports tab located near the top left corner 3. Locate the ...
Thu, Jul 11, 2019 at 11:00 AM
1. Open client profile 2. Select Reports from the sidebar 3. Select Client Summary Report from the drop-down list 4. Select which Report Data you wish to...
Thu, Sep 19, 2019 at 10:27 AM
1. Click Reports located in the system navigation bar 2. Click the Ad Hoc Reports tab 3. Locate the report you wish to run from the list of reports belo...
Thu, Jul 11, 2019 at 11:10 AM