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How do Reports work?

focus5's picture
Submitted by focus5 on Wed, 05/18/2016 - 05:04

Choose the individual (s) that you would like to run reports on from the reports tab.  Then select the appropriate date range and filters to return the data you are looking for.  To re-run this same report from time to time, give the report a name and save it.  Saved reports can be re-run at any time.  The report will produce in a web view.  Choose the export button at the bottom of the screen to export the file to Excel.

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