How to create a report

  1. Click the ‘Admin’ tab in the left-hand menu.
  2. Click ‘Reports’ in the top toolbar.
  3. Click the green ‘Create Report’ button.
  4. Title the report (for your reference) in the ‘Report Name’ field.
  5. Select the type of Users to include in the report in the ‘Users’ dropdown.
  6. Enter the timespan (the date a User was added to the Control Panel) for the report, or select ‘All dates.’
  7. Use the ‘Drop Down Menu’ in the black bar in the center of the page to select which categories to include in the report.
  8. Once a category has been selected, click ‘Add Column’ to the right of the dropdown menu.
  9. Continue selecting categories and adding columns until the report collects the desired information. Columns can be reordered using the arrows or number fields under ‘Column Order.’
  10. Click ‘Save.’
  11. Click ‘Export’ to export your report to Excel or your preferred spreadsheet software.

Only SSAs or Supervisors who have been given permission to access reporting may utilize this feature. If you are a Supervisor and would like to access this feature, contact your SSA to request that your role be changed to SSA or that you be given access to reporting. Learn more about roles here.

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