Generate a report

You can generate a pre-built report on the Reports tab. These reports can be sent to any email address.

To generate a report:

  1. Click Reports in the left navigation bar.
  2. Scroll down to Generated reports and click the individual report name to open the Generate a Report window.
  3. Select your desired date range.
  4. Enter the email address to which you'd like the report delivered.
  5. Click Generate Report.

The report will be emailed. To download the report, click the download link in the email.

Note: If you regularly need data that is not available in one of the pre-built reports, you can request additional custom reports from our White Glove team by emailing

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