1. From your main dashboard, select “Reports” on the top tool bar.
  2. Under Reports, click the dropdown and choose the type of report you wish to view.
  3. Once you click the report, you can change the range of dates shown on the report, months to include, the database type and agent type.
  4. Click “Create Report”. 
  5. If you wish to export the report, click the “Export to XLSX” icon.
  6. You can also click the “Change Filters” button to update the filters you chose.