How to: Access and Download Reports

Step 1: Go to Reports from the Analyze section of the main menu.

Step 2: Select Create new reports to create a new report, or choose Recurring reports or Recent reports to access the existing ones.

Step 3: If you want to create a new report, select the type of report and specify filtering options by members or places. Click Next.

You also have the option to set up recurring report, which is automatically generated based on your preferred schedule.

Step 4: Select the start and end dates for the report. Click Next.

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