Run an Admin Report

This feature is not available for Germany clients.

  1. From the Quick Access menu, select (Reports).

  2. Select (Download) for the report you would like to run.

  3. Select the clients you want to include in the report.

  4. Select the items you would like to export.

  5. Select the method by which you would like to receive the report (PDF or XLS).

  6. Select Download.

Admin reports are only visible to client admin users.