crm3

Selecting a Report Category from the Report Category list loads a corresponding Reportslist of available Reports for that Category, as shown in the illustration below. To select a Report, first select a Report Category and then select an available Report within that Report Category.

The Reports screen then expands, allowing you to indicate a time period and start and end dates for which you would like to generate the Report, as shown in the following illustration.

Select a time period for which you would like to review the Report. Available options are All Time, Last Year, Last 30 Days, Last 14 Days, Last 7 Days and Last 24 Hours.

Use the Calendar icon within the Start Date and End Date fields to select a different time period for the Report other than the options cited above and then click View Report.

The following Report Viewerscreen is displayed: