You'll only be able to report on the modules that your master user has granted you access to. If you do not see the required reporting option, please contact your master user to gain access.
To run a report, follow the steps below:
From the panel on the left, select Reporting then select the module you want to report on.
At the top of the screen, set your filters then click Update Reports.
To download the report, click Download as PDF or Download as XLSX.
To export the raw data from the module over the reporting period selected, click on Data Export.
Note: This export is only available as an Excel Spreadsheet and is not branded. This export is useful for constructing your own reports internally. You can remove any information that is not of interest as it captures all fields within the record.