After you've create a report template, as described in Create Custom Reports with Report Builder, it's simple to run the report whenever needed to get fresh data.
Begin by opening the Report Builder feature at Reports > Report Builder.
This opens the Report Builder Templates window. Open an existing report template by double clicking it.
Make any adjustments to the filters that are needed to obtain the correct data. Then, click either View Table or Generate CSV.
View Table will open the report in a new window within the software showing the report data. The Generate CSV button will export the report data into a CSV file, which can be viewed with Microsoft Excel.
