Reports

a) In order to get to reports, click “Reports” at the top located next to “Participants”.

b) To add a new report, click located next to Archived Programs at the top right.

c) Then you can select the filter on the report and the fields you wish to have included.

d) After selecting the filter and fields, you can edit the order in which you will see them on the report by dragging them and putting them in order.

e) In order to share a report, you must click on the drop down box next to “Edit” on the right hand side of the report and then click “Share”.

f) After clicking share, to add a user to send the report to you must click at the top right corner.

g) From there you can enter the email address of the people you chose to share it with, choose how frequently they receive the report, chose a start and end date for the report sharing, and also chose whether they receive it through a PDF or Excel file.

h) In order to archive or delete a report, you must click on the drop down box next to “Edit” on the right hand side of the report and either click “Delete” or “Archive”.

i) In order to edit a report, you must click “Edit” on the right hand side of the report.