How to generate an Excel/Spreadsheet Report
Accessing Reports #
Navigate to the Reports section,
Select Xlsx under Type,
Select an Appropriate Report from the collection,
Filtering on a Report #
If you want to apply a Filter to a report please follow these steps: Filtering on Reports
Generating the Report #
Select the Generate button,
A report’s generation time will depend on how many records are being loaded into the report. (This may take up to a minute)
Once generated your report will pop up in your downloads section, simply select it to open the report.
