Run a Report For Multiple Clients

You can run reports for multiple clients regardless of the clients you are viewing.

1. From the Quick Access menu, select (Reports).

2. Select the client or clients you want to include in the report.

   

3. In the remaining fields, enter information to filter your results.

   The only required field is Date Range. If you do not select any filters, the report will pull Inquiries for all clients and products that you have access to with no additional filters.

   The date range is capped at 90 days in the past.

4. Select the method by which you would like to receive the report (XLS or CSV).

5. Select Download.

Admin users have more report options. For information on running these reports, view the Run an admin report Admin page.