Through reports, information can be extracted by applying filters which display desired information onto the screen and allows you to export those results to csv format.

 

To do this, select an entity from the dropdown menu on the left for which to create the report. Select which fields to include in the report, all fields related to the chosen entity will appear, simply click on the fields to include them in the report. After selecting the entity and fields to display, create filters by clicking on the “Add Condition” button.

 

Once these three simple steps have been completed, choosing the entity on which to run the report, selecting fields to display and applying filters to show only the data you want, click on “Create Report” on the bottom left hand side, as seen in the picture above.

 

Once you have the report data, it can either be saved as or downloaded. To save and be able to select the report from the dropdown menu click “Save Report” on the bottom right hand side. To download, simply do click on the ”Export your report” button Export located above the report: