Information Reporting

To run an information report, select the Reports tab and then select the Information Reporting section.
Select Create New Report, then the corresponding report from the drop-down list.
Designate whether the report should be Private or Shared. (Shared reports are accessible to all users who are assigned to the same user role.)
Enter the desired name for the report.
Select the account or accounts to be included in the report. (Please note that this step only corresponds with reports associated with account information.)
Select the desired schedule for how often the report should automatically run.
Select Create and Run to run the report immediately and to save the recurrence.
Select Create to schedule the report without immediately running it.
The report will display as either queued or in progress while it is being generated, depending on how many reports are currently being generated.
Click the three vertical dots to view History, Run Now, Edit, Copy, or Delete the specific report.

Additional resources