Navigate to the Dashboard.

        

Click the Customer Reports tile in under the "Customer" tile set.

                         

                            

                                                  

                            

                            

The list of available reports displays.

                                

Click on the report you wish to run 


                        

                            

                                     

                            

                              

You can set parameters by selecting specific information from the drop down menus or inputting information in the available fields.

                           

                            

NOTE: Each report will have different parameter options.

                            

                                

Click View Report once you have finished entering the parameters.

                           

                            

                                                           

                            

                                

You may also use the search tab to search within the report. Enter the word or phrase, specify if you would like to match case or find the whole phrase by selecting the checkboxes.

                               


                               

You may save the report as a PDF, Word Document, Image File, MHTML Web Archives, or Excel Workbook by selecting the option you prefer from the Save As... drop down menu along with printing the report as well.