Running Reports

To run reports, follow these steps:

1.     Click the  button.

The Document Reports and Exports screen displays the list of available reports and data exports for the account you are working on.

 

2.     Click the  button beside the desired report name.

3.     If you have selected the Export dump, specify the output file format. Make selections and then click .

 

The system creates a PDF report. When the system displays the Open File window, click OK to open and save the report on your desktop.

 

More:

Account Report Samples