Work with reports

To work with reports, view the procedures below.

Create a new report

  1. Select Reports icon. (Reports) from the Quick Access menu.

    The Reports option on the Quick Access menu.

  2. Select Create Report.
  3. Select a Report Type.
  4. Select a Report Filter.
  5. Select the relevant Report Columns.

You can drag columns in the Selected Columns list to reorder them.

  1. Add customer columns as needed.
  2. Select Save Report.
  3. Enter a Report Name.
  4. Select Save.

Generate an existing report

  1. Select Reports icon. (reports) from the Quick Access menu.

    Image showing the Reports option on the Quick Access menu.

  2. Select the report you want to generate.

If you do not see the report you want to generate, instead create a new report.

  1. Select Export, and then select Excel.