Step 1: select the date range that you want to have reflected in your report.

Step 2: select the specific template that you want to use for your report by choosing from the drop down list under Report Template.

PS: you can have a look at which report templates are already set up for use with this article.

Step 3: click on the download button at the bottom of the screen

You will see the available fields that can be selected or deselected under Options, Limit and Order and Filters. This information that you select will reflect on the report that will be available but can also be changed (to an extent) on the report, should you wish to change it.

This is what the Options fields look like:

This is what the Filters fields look like:

For any assistance or queries regarding these reports you are most welcome to contact our support team or for further training, you can contact our training team.

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