Generate Reports

Use the Generate Report button to generate the desired report type.

To generate a report:

1. Navigate to Dashboard > Reports.

2. Click Generate Report.

   The Generate Report pop-up page is displayed.

3. Select the report type from the Select Report Type drop-down list.
4. Select the date range from the calendar view.

5. Click the drop-down arrow in the Filters drop-down list.
6. Select the check boxes against the source in the Filters drop-down list which you wish to print on the report.

Note: Use the Clear All option to reset the field selection.

7. Select the file format CSV or XLSX from the drop-down list.

8. Click Download & Share.

   A dialog box is displayed to confirm the report has been generated.

9. Perform any of the following steps:
   • Click Download Report to download the report.
   • Click Share, enter the recipient email ID and then click Share to complete the action.

Note: You can share the report to multiple email IDs by entering the comma-separated entries.