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
There is the option to schedule reports by ticking Schedule if required
Click Save.
You can schedule the report by ticking the ‘schedule’ option and selecting a date, time, and frequency, or you can manually generate it by clicking the three dots next to your saved report and selecting ‘run report’.
If you'd like to learn more about our reporting feature, simply click the button below to access a detailed article that covers everything you need to know.