Reports

  • Schedule a report to send via email

    1. Click on your Avatar in top right
    2. Click on Scheduled
    3. Select which list you want to schedule a report for
    4. Select which report you would like to schedule
    5. Select who should receive it
      You can select any manager with an email in their profile
    6. Select how often you would like to receive report

    Schedule Options:
        
      
      

  • Report Dashboard Overview

  • Print a Report

    1. Click on Report Icon in the left menu.
    2. Use filter and date range to find desired data.
    3. Find the tile of data you want to print
    4. Click on “DETAILS” in the bottom left corner
    5. On detail screen click Print button in top right corner
    6. Click “X” in top right corner to return to report dashboard.
Get started with these tools below.
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