To create a report of records in the system, follow the steps below:
On the dashboard, navigate to Reports
Click + New Report
Select your desired report type from the options
Confirm the desired Title and Columns
If needed, tick the Schedule option to schedule the report
Click Save
Please Note: You can schedule the report by ticking the ‘Schedule’ option and selecting a date, time, and frequency. Alternatively, you can manually generate the report by clicking the three dots next to your saved report and selecting Run Report.