The following article will walk you through how to run a Custom report for a specific date range. This is useful if you need to run a report only once, or if you need to pull a report on a non-standard date range.
Note: You must have at least Can Edit permissions in order to create or modify report settings for a location. If you need these permission please contact the Admin for the location and request access.
- Log into your account and locate the Location to which you want access Reports.
- Expand the location menu and select the Reports option.
- To start the process of creating a new report, click the Schedule Report button.
- Start by selecting the Report type in the dropdown and giving the report a Name.
- Under Frequency, select Custom (One-Time).
- Use the date range control to setup the date range you want the custom report to cover.
- Optional: You can then customize any additional report parameters you want, such as customizing the Recipients list.
- Don't forget to click Save when done.
- After saving your report, it will be shown in the list of Reports on the Reports screen. It will take a few minutes for your custom report to run, at which time the recipients will be notified by email.
