Reports\My Reports

My Reports

My Reports is a query tool for predefined commonly run reports, allowing these reports to be generated and parameterized depending upon administrator permissions.

My Reports will generate two types of canned reports: immediate and scheduled.

Canned reports have fixed data so they do not require user input, beyond output format(s), inclusion of custom fields (if desired), and potential recipient(s).

These reports allow the Master Administrator to run these reports for immediate consumption without requiring any additional set up. My Reports also allows the Master Administrator to quickly assign permissions to other users in the account so that they are able to use the same report configuration.




Administrators can generate reports for a 90-day window using data from up to 365 days ago.


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