Create a Report

From the homepage, in the
REPORTS
tab, click
New Report
.
From the
Reports
page, in the
Widget’s Library
section, add the widgets as required, as described in Add a Widget to a Report.
From the
Date Range
drop down list, select the date range from which to generate the report.
Widgets can have their own date range, which can be different from the report’s date range
To schedule a report, see Schedule a report.
To change the number of recipients or their details, in the
Recipients
field, click the number of recipients.
To change the format, orientation and paper size select the options as required.
It is recommended to use landscape to ensure that all information displays in the report.
Before generating the report, click
Preview
to see a preview of the report. You can change the size or arrange the widgets as required,
Click
Save
or
Save Version
.
Save Version enables you to view a history of the changes made to your report. You can revert to previous reports.
To generate the report immediately, in the
Reports
tab, click
Run Now
.
The Report downloads.
Ensure that you enable pop-ups in your browser.