Run, download, schedule, or send a report

Run a report

1. Go to Reports and select the type of report you want to run.
2. Click Filters to expand the list of filters, then adjust the filters as needed.
   
   
   
   
3. Click Run.
   
   
   
   
4. Once the report has loaded, you can reorder the information in the report by hovering over the column you want to order by and clicking the arrows.
   
   
   
   

Download a report

1. Click the Explore actions button.
   
   
   
   
2. Click Download.
   
   
   
   
3. Adjust the report format and settings, then click Download.
   
   
   
   
4. The report will download in your browser window.

Send a report

You can send a report as an email attachment. To do this, follow these steps:

1. Click the Explore actions button.
   
   
   
   
2. Click Send.
   
   
   
   
3. Adjust the report settings as needed.
4. Enter the email address you want to send the report to, then click Add or press the Enter key on your keyboard. Repeat this step to add multiple email addresses.
   
   
   
   
5. Click Send.
   
   
   
   

Schedule a report

To schedule a report to run automatically, follow these steps:

1. Click the Explore actions button.
   
   
   
   
2. Click Schedule.
   
   
   
   
3. A window will appear where you can adjust the schedule settings, including the report format, frequency, and recipients. Once you've finished setting up the schedule, click Save All.