H.2-Creating and modifying a report
Creating and modifying a report
Step 1
On the Order Access Screen click wrench icon
Step 2
Click setup & enter in access code
Step 3
Click the Reports Icon (top mid page)
Step 4
To modify a Report – right click the report you want to modify
Step 5
Under Reports – You have the option of changing how the report pulls data
Step 6
Click Output – How you want this report delivered – screen, email or printer.
Step 7
File format – (not for all reports) – but a way to make a report into text or csv file as a spreadsheet
Creating a new report –
Scroll down an empty report and Under Type click the down arrow to choose the report you want to create