Using Reports
Updated: 08/03/2022
Article #: 42
Using ReportsÂ
1. Select "Reports" from the top menu.
2. Select the desired Report category.Â
3. The new Report window will pop-up. Filter the information that will be included in the Report.
4.Each tab is a separate filtering type. When the tab is GREEN, then a filter is set for that category.
5. Select "Search" once all filters are selected. A list of all the records will display below the Search button
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6. Some Reports have different sub-reports within the Report category. These will pull the same information but create different views. If a different view is desired, use the same Search results and switch the sub-report by selecting it from the dropdown, if applicable.
7. Click "Report". The Report will open in a new Print Preview window that can be saved, emailed, exported, or printed.
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