1. Click on the 9 dots

1. Search for reports

1. Select reports

1. On the right hand side of the report select the drop down arrow

1. Select Run

1. Make sure preview is turned off

1. Make changes to the report as required

1. Select “Save & Run”

1. Review report and confirm it is working as intended
2. Go to “edit” and the return to step 6 of this guide

1. Report is complete, no further action required

1. Add a chart (if required)

Note: This button will be greyed out if a chart cannot be made from the report. Charts require reports to be grouped by a field.

1. Edit the chart

1. Change layout of chart as desired

Note: This is a live application, there is no saving required.

1. Close the “Chart properties when complete