Creating Reports

This section goes over the beginning steps to creating a public or private Report.

The following pages will review each Report type, how to set Report options, scheduling Reports, delivery formats, & distribution in detail.

Creating Public Reports

Step 1: Open the Report creation page

In the Reports section ensure you are on the Public Reports tab and click the "Create public report +" button on the top right.

To begin creating a Public Report, click "create public report +" on Public tab of the Reports page.

Step 2: Generate the Report

Fill in the required information, click "Generate" to create the Report, and move on to the next stage.

Fill in the Public Report information and click "Generate" on the bottom right.

Creating Private Reports

Step 1: Open the Report creation page

In the Reports section ensure you are on the Private Reports tab and click the "Create private report +" button on the top right.

To begin creating a Private Report, click "create public report +" on Private tab of the Reports page.

Step 2: Generate the report

Fill in the required information, click "Generate" to create the report, and move on to the next stage.

Fill in the Private Report information and click "Generate" on the bottom right.

Now that you're an expert at creating Reports, let's move on to setting Report options. Click "Next to continue.