Dynamic Reports

Menu Bar Descriptions

Published 06/02/2021 03:03 PM CDT

Document Map: Select different levels of data within the report.

Page navigation: Progress through pages within the report.

Find | Next: Search a term or value within the report. Typing the value into the search box and select Find. Click Next to proceed to the next match.

Save: Click the save icon and select a format from the drop-down menu to view and/or export the report data. Exporting is available to Word, Excel, PowerPoint, PDF, TIFF file, MHTML (web archive), CSV (comma deliminated), XML file with report data, or Data Feed.

Refresh: Select this button to refresh the report.

Note: To print the report once it has generated, right click anywhere on the report and select Print.

Daily dynamic reports can access a rolling 13 months of daily transactional data. Monthly dynamic reports can access a rolling 25 months of transactional data.

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