How do I use the reports? Which reports should I be using?

Written By Melissa Ruff (Super Administrator)

Updated at July 25th, 2025

Most reports will function in the same general manner: First, use the Select Data tab to select the data you wish to view. Next, use the Filter Data tab to filter down to just the data you need to view. Finally, use the Group Data tab to group the data by different values. Also be sure to favorite your most frequently used reports to have easy access to them