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How to Run a Report

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Courtney Spohnholz
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In the Reports tab, you will find a library of reports to choose from:

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1.  For this example, we'll run a Combined Report. Select which options you'd like included in your report.

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You can include:

  1. Select one or more plans and whether you want the metrics included
  2. Include a MultiPlan View with optional grouping

Finally, select the format in which you'd like your report (usually a PDF), then 'Download' or 'Schedule' the report.