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How To: Run Advanced Reports

Written by Judi Zietsman

For necessary background, please preread Mastering Reporting and Data before proceeding with this article.

Purpose

The Advanced Reports screen is the central location for downloading pre-built and custom-built CSV reports. This guide explains how to access and run these reports.


Step 1: Navigate to the Advanced Reports Screen

From the main menu on the left, select Advanced Reports.


Step 2: Locate Your Report

The screen will display a list of all available reports, including pre-built advanced reports and any custom reports that have been created for you.

  1. Find the report you wish to run in the list.


Step 3: Download the Report

Click the Download button next to the required report to generate and download it to your computer as either a CSV file (left) or an Excel file(right).


πŸ’‘ Tip

  • Multiple download options: The Advanced Reports screen may show two download buttons for each report. Ensure you click the correct one for the desired format.
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