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Reports: How to create a new report offers a variety of reports that can be emailed to you and your colleagues. You can run a report once to fulfill an ad-hoc request or schedule a report to run on a daily, weekly, or monthly basis.

The mechanics of creating a report are generally the same for all reports, though some reports only require a few of the following steps.

  1. Click Reports.
  2. Click Create Report.
  1. Select a report type.
  1. Select the aspect (the subject of the report).
  2. Select how often you want to receive the report.
  3. Click Continue.
  1. Select the parameters for the report.
  2. Select the data you want to filter.
  3. Enter the email addresses that should receive the report.
  4. Click Save.

Last updated: August 16, 2023