Reports can be created from the Reports tab or directly from a Client in the Active Clients list.
- When viewing the Reports tab, start by selecting Create Report button in the upper right hand corner.
- Next, select the client to run the report for from the Search Clients dropdown and click Next.
- Select the type of report to generate then select Next.
Note: a brief description of the report is shown at the bottom of the dialog.
- Then select Create Report.
- The report will now generate and can be viewed from the Reports page. Click Close.