How to Manage Reports

The data shown on the Reports tab of the Manager Dashboard will only contain information in your management chain. 

Filters

  • Customize filters to only see the data you need.
  • When a new filter is selected the report Summary will update automatically.
  • Adjust the available filters by selecting Add filters.
  • There is no limit to the number of filters that can be applied.

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Save and Schedule Report

  • Selected filters can be saved for future use by saving the report.
  • Reports can be scheduled for recurring use daily, weekly, and monthly.
  • Scheduled reports can be sent to multiple recipients. 

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Summary

  • The Summary report can be searched for specific data
  • Columns can be adjusted to only include the data you need
  • Select Download to export the report

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