Reports are a way to run canned reports.
Who can use this feature?
If you don’t see the report tab listed or the desired report, ensure you have the correct permissions.
Using Reports
To run a report
On the left-hand navigation menu, click on the “Reports” tab
Expand Annual Reports:
Click the arrow icon next to the category’s name to expand the category
Click on the desired report from the list
Export Reports
You can export reports by clicking the Floppy Disk icon. This is useful for audits, performance tracking, or budgeting. You can export to various formats such as XLSX, CSV, and PDF: