User Manual

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My Reports: Any reports that you may have run in the past will show up under the My Reports
tab.
Report Templates Tab: To create a new Report, simply click on Report Templates. You
can then choose a report you would like to run.
When creating a report for the first time, you will have 4 options you will have to complete before
running the report:
1. Columns: All columns are already pre-selected. You can click “Next” to continue.
2. Filters: Select the date range you want to pull data from. Select your Group, Item
(Tracker), and Driver (a driver has been created). Click “Next” to continue.
3. Display Options: You can add either a grid or a chart to your report, or choose none of
them to keep it simple. Click “Next” to continue.
4. Finish Report: Name your report and add a description. You will need to create a
unique name (can’t be named the same as default). Next, either preview your report or
save and run it, and select “Finish Report.” Your report will open, and now show up