04. Viewing Existing Ad Hoc Reports

Reports are viewed from the Report Listing Dashboard Page:
Viewing-Existing1

Click 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

ViewViewing-Existing2
To view your report, click on the View icon to the far right of the report.
Viewing-Existing3

The following screen will appear showing the matching data below.
Viewing-Existing4

Export to Excel
Viewing-Existing5

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

Select a Different ReportViewing-Existing6

Takes you back to the Custom Report Listing