Click on Reports in the left-hand navigation menu.
Locate the report in the Favorite Reports section or by clicking a folder in the All Reports area - the reports in that folder will appear below the folder. Click on the report name to generate the report.
When the report opens, note you can use the arrows to navigate between different pages of report data if needed.
You will see several icons to the right in the grey-colored report name header. Each icon has a different function.
Hovering your mouse over an icon will display its function.
The i icon will present basic information about the report.
The funnel icon allows you to filter the report in various ways, depending on the report. One filter option available for most reports is the date range. After entering your filters, click Apply, and the report data will refresh.
The down arrow icon allows you to download the report to your computer in DOCX (Microsoft Word), PDF, or XLSX (Microsoft Excel) format. To print a report, it must first be downloaded and then sent to the printer from your computer. Additional editing/filtering of the report's layout/formatting can occur in the downloaded DOCX and XLSX files before printing.
