How do you create a new report?

Modified on Mon, 11 Apr 2022 at 08:57 AM

A new report is created by clicking on the 'Create a New Report’ button. The button is outlined in red below.

The option to create a new report is available on both the ‘Reports’ page and the ‘Dashboard’ page.

Once clicked, a pop up screen will be displayed with fields to enter the new Report's name, select the required report type, plus any integration details if enabled. Once these details have been entered, click on the 'Start Report' button to continue to the Report Wizard screen.

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