How do I manage Reports?
Reports contain a summary of all of the data that is related to Contacts, Entities, and Relationships. Where can I find my Reports? Click the Reports menu option on the left. Select the Report You need to look into like the: Relationships Report Entities Report Contacts Report Entities and related Contacts Report Share Class Report How…
Report Center
Report Manager This tutorial explains how to use Report Manager to access detailed data reports within the platform. You will learn how to navigate, customize, save, and share reports effectively. 2. Understand Report Manager Overview Report Manager is a helpful feature if you would like to get very detailed information about various aspects of the…
Compliance Abnormality Report
Summary The Compliance Abnormality Report helps you identify inconsistencies with compliance scores. How to use it On the left-hand side of the screen, click Reports to go to the Report center Under All Reports tab, scroll down and click on the report titled Compliance Abnormality Report If no issues are detected, you will see a confirmation screen…
Team Reports
Summary A Teams Report is a type of organizational report used to provide a detailed overview of different teams within a company or system. It summarizes key data points such as team performance, compliance, size, and interactions helping stakeholders monitor operations, evaluate compliance, and make data-driven decisions. A Teams Report typically shows: How to use…