Creating a report

  1. Open Reporting in the left-hand sidebar from the main menu.

  2. Select Create Reports.

  3. Select Register Reports

  4. Choose the type of report you want to create.

  5. Complete the required fields.

  6. Add any optional criteria needed to refine the output.

  7. Select Generate report.

Tip

Use the question-mark help option to view a description of the selected report type.

Create A Report

Choose a report type, complete the relevant criteria and generate the output.

Continue to Analysis Report

To review holders by communication preference. 

Analysis Report

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