Overview
You may need to extract specific, pre-set datasets for auditing, internal tracking, or performance review. Generating and downloading user reports allows you to move information from the portal into a manageable file format for offline analysis.
Generating User Reports
Navigate to the User Reports module in the side menu.
Select the Client from the drop-down.
Select the Report Type from the drop-down.
Apply any of the filtering options to pinpoint particular data.
Click Display to preview report.
Click Download if the preview shows the relevant information.
Outcome
You have successfully generated and downloaded a report containing your filtered portal data. This information is now available in a spreadsheet format for your internal use.