To run a report, perform the following:
- Select Reports.
- Select the report you wish to run based on your need.
Note: Each report can be printed, saved, or exported to Excel or PDF.
Note: Exporting to Excel allows you to work with the data in an Excel document.
Note: Exporting to Excel allows you to run a Mail Merge.
Note: Exporting to PDF allows you to attach a report to an email.
As you run the reports on the left of the screen, the right side of the screen changes accordingly.