How to: Access and Download Reports
This guide shows you how to access and download reports. Reports are a powerful way to turn your team's field data into valuable insights, helping you analyze performance, track activities, and make informed business decisions.
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.
You also have the option to set up recurring report, which is automatically generated based on your preferred schedule.
Step 3: If you want to create a new report, select the type of report and specify filtering options by members or places. Then, click Next.
Step 4: Select the start and end dates for the report, then click Next.
Step 5: Customize the report columns. Reorder, remove, or add columns to define the specific data included in your report, then click Next.
Step 6: Confirm the format (xlsx, csv, etc.) and click Download.
