Running a Report

 

1. Navigate to the Reports screen. (Reports > Reports)

2. Select the REPORT TYPE and REPORT NAME.

3. Enter/Select the applicable fields in the Timeframe section.

4. Enter/Select the applicable fields in the Select Parameters section.

5. Click RUN REPORT.

Note: Reports run using longer date ranges or containing lots of data may require the selection of other parameters such as: Client, Employee or Supervisor to reduce the size of the report and ensure efficiency.

                                                                               Running a Report