Reports

Locate ‘Reports’ in the sidebar under ‘Reports’

Scroll down to view all the different types of reports.

Press on any report.

Tabs and drop-down menus can be found to filter through the report.

Each report can be exported as a CSV and PDF.

Create a custom report

Click on ‘Add custom report’

Fill in all the details, and click ‘Add section '.

Select a section out of the four components.

Select as many tabs as needed.

Click on ‘Add section’ to add another section to the report.

To delete a section, press the red bin icon.

Once done, click on ' Save report '.

Custom reports will then appear on top and can be accessed by clicking on them.

Click on ‘PDF’ to create a ‘PDF’ version of the report.

Press on ‘Schedule’ to schedule a report.

Fill in the details.

Click ‘Schedule '.

Click on edit to create changes to the report.

Once changes are made to the report, click ‘Save report’.

Click on ‘Delete’ to delete the custom report.