How to create a report

  1. Click the Admin tab in the left-hand menu.
  2. Click Reports in the top toolbar.
  3. Click the green Create Report button.
  4. Title the report (for your reference) in the Report Name field.
  5. Select the type of users to include in the report in the Users dropdown.
  6. Enter the timespan (the date a user was added to the Control Panel) for the report, or select All dates.
  7. Use the Drop Down Menu in the black bar in the center of the page to select which categories to include in the report.
  8. Once a category has been selected, click Add Column to the right of the dropdown menu.
  9. Continue selecting categories and adding columns until the report collects the desired information. Columns can be reordered using the arrows or number fields under Column Order.
  10. Click Save.
  11. Click Export to export your report to Excel or your preferred spreadsheet software.

Only SSAs or supervisors who have been given permission to access reporting may utilize this feature. If you are a supervisor and would like to access this feature, contact your SSA to request that your role be changed to SSA or that you be given access to reporting. Learn more about roles here.

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