How to: Access and Download Reports

Step 1: Click on the Analyze menu. Select either Create New Report, Recurring reports, or Recent Reports.

Step 2: Select the type of Report you'd like to create. Choose to filter by member or places.

Step 3: Select the Team Member(s) data you'd like to be included in the report. Click Accept.

Step 4: Select the Start and End date for the report. Click Next.

Step 5: Confirm the format (CSV, xlsx, etc.). Select Download. The report will then download onto your computer.

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