Generating a Report

Steps to generate a report:

1. Sign in to the web app at

2. Go to the Reports section in the left sidebar of the app.

3. Select the type of report you want to view and what type of output you want. The choices for output are a PDF or a CSV (Comma-Separated Values) file.

4. Some reports will allow you to set a time period. A few shortcuts are available to select commonly used intervals including the last year, last quarter, etc.

5. Once you have set up your report click Generate Report to start the download.