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How To: Run Advanced Reports

Judi Zietsman avatar
Written by Judi Zietsman
Updated over 3 weeks ago

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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