How to Run a Report

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



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



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.