The Reports section allows you to create new reports and custom reports using advanced filters to suit the needs of your firm. You can create new reports and edit existing ones to get the data you require.
To create and run a new report:
1. Click on a report name to view saved reports and also generate a new report.
2. Select the filters you require for the report from the drop-down lists provided. Click Reset to clear the values that have been entered and restore default values.
3. Click Run Report to see the report results.
4. Click the drop-down to view the different report format options available. Click on the relevant file format to download the report results to Downloads folder of your computer.