05. Viewing Existing Ad Hoc Reports

Reports are viewed from the Report Listing Dashboard Page:
MODUL6-5-1Click this prior to viewing reports to Update all the reports to the most current data. Failure to click this will only retrieve date that has been entered since the last Update On date and will result in missing data.

To view your report, click on the View icon to the far right of the report.

The following screen will appear showing the matching data below.

Export to ExcelMODUL6-5-4

Once the report opens you can click on the Export to Excel Button to open your report into Excel.

Select a Different ReportMODUL6-5-5
Takes you back to the Custom Report Listing