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How to generate a Standard Report

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How to generate a Standard Report

After completing this how-to you will be able to generate Standard Reports on your Live Site.

Navigate to the Reports Module

  • Begin by navigating to the Reports Module.

CMO-How to generate a Standard Report-1.png

Select a Report from the drop-down

  • Select a Report from the Report drop-down menu.

CMO-How to generate a Standard Report-2.png

Select Report Filters

  • Select values for the Report Filters to refine the data provided in the Report generated.

CMO-How to generate a Standard Report-3.png

Select the Report Type

  • Select if you wish for the Report to be generated in PDF, Word or Excel format.

CMO-How to generate a Standard Report-4.png

Generate the Report

  • Select how you wish to receive the Report generated.
    The default option will be to download the report.
  • If you select 'Email' enter the desired recipient's email address in the box to the right.
  • If you select 'Fax' enter the desired recipient's international fax number notation in the box to the right.
  • Select the 'Generate Report' button.

CMO-How to generate a Standard Report-5.png

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  1. Article type
    How-to
  2. Tags
    1. CMO 15.02
    2. Report