The Reports module has all reports across all modules that are enabled at the Organization level.

To find a report, you can use one of the following methods:

  • Select a reports category and locate the desired report in the right pane.
    Note: In the right pane, you can optionally apply a filter to narrow down the reports list.
  • Use the search bar

To find a report using the report categories, do the following:

1. Click the desired reports category in the left pane (for example, Finance).
   All the reports of the selected category appear in the right pane.

2. (Optional) If there are many reports within the selected category, you can apply
    a filter (for example, Collections) from the filter field (on top of the right pane)
    to narrow down the reports.

3. From the list, locate the desired report and click it.
    The report opens in a new tab.

  1. (Optional) You can mark a report as favorite to add it to the Favorites category and access it easily the next time.

To find a report using the search bar, do the following:

  1. In the Search bar, start typing the name of the report.

       All reports across all modules that have the words you are typing are listed.

2. From the list, select the desired report (for example, Center Collections).
    The report opens in a new tab.

3. (Optional) You can mark the opened report as favorite and add it to the
    Favorites category and access it easily the next time.

See Also

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