Report tab

The report tab displays all reports from the system. To view the list of reports, click Search. By default, the default reports do not display. To view the default reports, select Include system defaults and click Search.

View the following information for each report:

  • Account manager
  • Account name
  • Type of report
  • Name of report
  • The date and time the report was executed last

To view, edit, or delete a report, right-click on their row in the table.