How to Run a Report

Modified on Thu, 15 Sep 2022 at 04:07 PM

This guide will give you basic instructions on how to run a report.

Step 1: Go to Plan Review > Review Processing

Step 2: Fill out the Search information for your report.  The fields in BOLD are required.  Then click "Filter Results" when you are ready to run your report.

Step 3: Once your report has run, you can Save, Export, or create a Printable Version of the report.

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