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Create a new report

The mechanics of creating a report are generally the same for all reports, though some reports require fewer steps. First we’ll look at a video and then provide annotated screenshots.

Video: Creating a new report


  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: June 18, 2024