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Reports

Creating a New Report

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In the Documents & Settings tab, click Reports . 1. Click the icon. 2. Select a report type.. 3. Use the drop-down to select an account. 4. (Optional) Select a date. 5. Enter a report name. 6. Click the Save New Report button to save the report. 7. Click the Run Report button to run the report. A PDF of your report will then download.

Reports: Creating a New Report