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Reports

How do I get a report for my account

Managing Reports
  1. Click on Reports.
  2. Choose the month for your report.
  3. Select the report template that addresses your interest.
  4. Click Confirm again and your report will be generated in a csv format.

If your report contains more than 10,000 rows, your report will be run and then posted to the “Generated reports section. Please see page 17 for instructions on how to access generated reports.

How do I generate a report for specific sub accounts, users, or billing periods?

Managing Reports
  1. Click on Reports.
  2. Click on Advanced Search.
    Managing Reports
    Tip: Selecting a folder at the top of a hierarchy tree will automatically include all the sub-accounts attached to that folder.
  3. Select the account or folder you wish to include.
    Tip: Select '+' or a folder icon to show sub-accounts in a folder.
  4. Click Next.
  5. Managing Reports
  6. Select the report template that best suits your inquiry.
  7. Click Next.
  8. Managing Reports
  9. Choose either a billing period or a date range.
  10. Specify the billing period or the date range.
  11. Select the products that should be included in your report.
  12. Click Next.
  13. Managing Reports
  14. You have the option to make your report even more specific; use the available fields to search and match additional parameters.
    Tip: Blank fields are interpreted to mean that all possible data will be included. Also, you can use an asterisk “*” as a wild card. For example, specifying “*Smith” as a Chair Name will include all accounts where Smith occurs as the final part of the name (e.g. John Smith, Ann Goldsmith, Lori Jones-Smith). Whereas specifying “* Smith” will include all accounts where “Smith” occurs as the final name preceded by a space (e.g. John Smith).
  15. Managing Reports
  16. Click Confirm.
  17. Review the parameters of your report. If you need to make changes, simply select the corresponding Edit link.
  18. Click Generate report.
  19. Managing Reports
  20. If your report contains more than 10,000 rows, your report will be run and then posted to the “Generated reports” section. Please see page 17 for instructions on how to access generated reports. To proceed, click Confirm and your report will be generated in csv format.

How do I download a report that I generated?

Managing Reports
  1. Click on Reports.
  2. Click on Generated reports.
  3. Managing Reports
  4. Click on the report you wish to download. Your report will be delivered in a csv format that can be easily imported to any spreadsheet application.