Reports Alternative

Reports can be downloaded in two ways, by creating and Running a new Report Definition or by Running a previously saved Report Definition.

Note: The filters in the Reporting section work as described in Filtering Functions. However they function independently to any 
filters set in the Data section.
Filters should be set as described in Filtering Functions to filter out all but the required data before defining the rest of
the Report.

Creating a New Report Definition

The Create a Report Area

1. If you are not already seeing the Create a Report Area, click on the Create tab at the top left to open it up
2. Give your Report a unique name by clicking in the Report Name box and typing
3. Select how you want the Report to group data by checking the correct box in the Group By area
4. Select how you want the Report to be Rendered by checking the correct box in the Render As area.
   1. CSV - Report will be downloaded as a CSV file which can be viewed in excel
   2. HTML - Report will open in a new tab as a HTML file
5. Select whether you want Monthly, Quarterly or Yearly data by choosing from the drop down list in the Report Settings area