Managing reports

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

Accessing Reports

To access the available reports for a specific time period:

  1. Click the Reports tab, in the Control bar.
    The Reports page displays.

The Reports page

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

 

  

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