Run Reports

- This section can schedule weekly or monthly reports delivered straight to a user ’s email, or generate individual reports on the spot as needed. (Brief descriptions of available reports can be found in the Appendix) - Select the specific type of report, the carrier, account numbers for that carrier, and the format. - Choose a specific date range to view, a rolling period (previous week, previous month, etc.), the last number of days to pull, or a specific window of prior days. Then click

Generate Report.

- Schedule Report can run reports on a recurring basis, weekly or monthly, delivered to the emails of multiple users.

- Download Reports: This option brings up a running list of generated and scheduled reports, along with those in queue. Click on any report to download it and open the excel file.