Once a report has been created you can download it with just a click of a button.
If you have not already created a report make sure to review the How to Create & Schedule a Report page.
If your report has been created follow the steps below to download it.
1. Click the Reports option in the main navigation bar.
2. From there, you will see tabs for 'Reports I've Created', 'Reports I'm Receiving' and 'All Reports' which would list all of the reports you have access to. Simply find the name of the report you'd like to download.
3. Click the '...' to the far right of the report you'd like to download and click 'Download'. Depending on the report type you'll have the ability to download a PDF or Excel file.
4. The report will begin to download immediately.