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Reporting Overview

The following is a high-level overview of the reporting process.

  1. Identify your reporting requirements.
  2. Run several reports by previewing the default templates to determine if they meet your needs. The default templates are designed to quickly show the last month of activity and display the most commonly used data fields.

    Note: For a detailed explanation of all fields, filters, and display options included in each template, see Report Definitions.

  3. For those default templates that meet your reporting needs you can save the results and you can create schedules to automatically run the report in the future.
  4. If you need to further define the results you can create personal templates by modifying the default templates, and then, if desired, create schedules for those templates.

Reporting Overview Diagram

Report Workflow