How to Preview a Custom Report
1. Select Locations from your home page (Figure 1).
Figure 1
2. Access the desired location from the Locations page (Figure 2).
Figure 2
3. Select Generate Custom Report (Figure 3).
Figure 3
4. The Generate Custom Report page is displayed (Figure 4).Figure 4
5. Enter a Description for the report.
6. Enter a Start Date for the report.
7. Enter or pre-populate the Q1, Q2, Q4 and End Date fields.
Note: Refer to Generate a Report for additional details on completing the fields on the Generate Custom Report page.
5. Select Preview Custom Report (Figure 5).
Figure 5
6. The report is displayed as it will appear to users when it is generated.