The report center is a powerful tool for accessing and managing your reports. This guide provides clear instructions to help you navigate it successfully.
Step 1: Access the Report Center
- Navigate to the side bar tabs.
- Locate and hover over the Report Center tab.
Step 2: Select a Report Category
- Hover over each of the report categories to locate a specific type of report.
- Click on the category to view the list of available reports.
Step 3: Open a Specific Report
Select the desired report from the list by clicking on its name.
Accessing the Report Builder
Step 1: Access the Report Center
- Navigate to the side bar tabs.
- Locate and hover over the Report Center tab.
Step 2: Select the Report Builder
Click the Report Builder sub-tab located below the report category options.
The Report Builder allows you to customize report parameters for raw or summarized data. You can export, share, save, and schedule reports from within the Report Builder. All custom reports created can be found within the Report Builder. For more information on the Report Builder, please view our Overview of the Report Builder training.
