Preparing for an internal meeting or need to get documents ready for a vendor? Our reports & charts will be your go-to!
Creating a report is easy, follow these steps:
- Click on the Charts & Reports tab at the top of your home screen.
- On this page you will see a list of all your entities, you can search your entities by name or tag to find a specific one, or select them within the list by clicking the box next to the entity. If you would like to create a report for all entities, select the box at the top of the table and it will select all.
- Once your entities are selected, click 'Next' in the bottom right corner.
- A window will pop up to verify your entities selected, in this window you can also check off which information you would like displayed in the report. Be sure to also choose whether or not you would like sensitive information displayed.
- Once selections are made, click 'download report'.
- A PDF will be generated, compiling all of your information in one, easy-to-read report.