There are multiple types of reports, including activity report, activity assist report, client report, and finance report. Not everyone has the permission to generate all reports. If you feel a report is missing that you need, please contact your supervisor.
Step 1 – Navigate to Reports
- From the left-hand navigation menu, click Reports.
Step 2 – Select Report Type and User
- Click the Report Type button and choose the report you want to generate. Then, select the user whose data you want to include and set the desired date range.
Step 3 – Generate and Save the Report
- Your report will automatically generate. You can print it, save it as a PDF, or export it to Excel.