Accessing - Sending Reports From The Main Menu

Watch Video

Note: To prepare a printed report - Send the report to yourself and then right click the page to bring up the printing options.

  1. From the Main Menu hit > The "More" Icon (3 vertical dots)
  2. Hit > Export
  3. Enter the email address of the person you want to send the report to
  4. Choose the profile you wish to send the report about
  5. Choose the Start Date and End Date
  6. Choose the reports you want to included in the email
  7. Choose Spreadsheets (Excel format) you want to included in the email
  8. Hit > Send