Page 58 - Supervisor_Manager Training Manual
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Manager/Supervisor Training | Last Modified: 05/11/2020
Reports
Running & Creating Reports
1. From the Show-Menu, select My Info > My Reports > My Saved Reports
2. The report options will display, select the category and sub-category that most closely matches what
you are looking for (you can modify it later).
3. If accessing My Saved Reports, select Others’ Settings on the right-hand side of the screen to see
reports created by other users that you have been given access to
• If you cannot find the report you likely have not been granted access to it, reach out to the
report creator to get access
4. Change the Saved As Name to Like to achieve better search results
5. Once the report is found, select the arrow to the far left of the report to open it
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