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How to Find a Report on Your Company

Step-by-Step Guide After Adding and Confirming Your Company

K
Written by Kathleen
Updated over 8 months ago

Once you have successfully added and confirmed your company within the system, finding your reports is a straightforward process. Follow these steps to access the information you need:

  1. Navigate to the Search Bar: Locate the search bar positioned in the upper left-hand corner of the application interface. This is your primary tool for quickly finding specific company data.

  2. Type Your Company Name: In the designated search bar, carefully type out the full name of your company. As you type, the system may begin to auto-populate suggestions.

  3. Identify Your Company: Upon typing your company's name, you should now see it appear in the search results. If multiple entries appear, ensure you select the correct one that corresponds to your company.

  4. Populate Content from Navigation Bar: Once your company is selected, your screen will update. On the far left navigation bar, you will find a series of choices. These options allow you to begin populating and viewing various types of content and reports related to your selected company. Click on the desired option to access the relevant data.

We hope this guide is helpful in navigating our system. Please do not hesitate to reach out if you require any further assistance. We appreciate your patience as we continue to improve our services.

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