Step 1

Click the Reports tab, then select the Data tab

Step 2

Choose from the various filter options. Once you have completed all the selections, press Filter to generate the results.

Pro Tip: If you're finding the correct data isn't showing, click Clear All and re-filter. If that doesn't work, you will need to empty your cache and log back in.

Step 3

Review the data digitally, or press Export CSV if you'd like to view the information in Excel/Google Sheets

Other helpful articles: How to generate Agency Reports, Snapshot, Gained/Lost Reporting, Agency Reports, Efficiency Reports

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