How To View and Generate Reports

This article guides you on how to view and generate reports

1. Log in as an admin to your account.
2. In the dashboard or main menu, navigate to the "Admin" section.
3. Within the "Admin" section, find and click on "Reports."
4. Once you access the Reports section, you'll notice two sections: "My Reports" and "Company Reports."

Viewing Existing Reports:

1. To view a report that has already been created, go to "My Reports" and you will see a list of reports.
2. Each report entry includes details such as the report name, description, creation date, creator, and last update information.
3. To view a report, click on the three dots associated with that report and select "View." The report will be displayed as a table.
4. If needed, you can also export the report as a CSV file for use in other applications.
5. You can search for specific information within the report if necessary.

Editing Existing Reports:

1. If you need to edit an existing report, click on the report to access the editing wizard.
2. You can add or modify information as needed, and then confirm the updates.
3. Once the report is updated, you can view it to ensure the changes have been applied.

Generating New Reports:

1. To add a new report, whether in "My Reports" or "Company Reports," click on "Add Report."
2. Select the various fields and criteria you want to include in the report. Scroll through the available options and choose what's required.
3. Click "Next" to review the selected information.
4. Preview the report to ensure it includes the desired data.
5. Provide a title and description for the report, or use the "Generate" option to create a description.
6. Click "Save," and the new report will be added to either "My Reports" or "Company Reports," as applicable.
7. You can now access and utilise this report as needed.