Use the guide below for more information about how to view, modify and export reports.
Accessing reports
Reports are accessed from the left side navigation panel under the “Reports” tab, as shown below.
Identifying key elements within a report
When viewing any report, several important components help you understand and customize the information displayed.
- Reports Tab – Confirms you are viewing content within the Reports section
- Report Name – Displays the title of the report you are currently viewing
- Export Option – Select to download the report data in a .csv format
- Modify Columns – Add or remove columns before exporting, ensuring you only export the information you need
- Comments Column – Shows notes explaining the reason for a payment or the collection of specific fees
- Downloaded Excel File – Provides the exported version of the report for offline review or further analysis