Managing reports

Reports are generated as Excel files and include the details of all plan-related activity. See Dashboard analysis and reports for more about the contents of a report.

Accessing Reports

To access the available reports for a specific time period:

  1. Click Plans > Reports in the Sidebar.
    The Reports page displays.
  2. In the box provided, enter the number of days for which you want to search for reports.
  3. Click Search.
    A list of available reports displays.
  4. Click Download report and save the Excel file/s to the required location.