Legacy Reports Homepage

Navigation

The Reports home page will have search filters for Charts, Summaries, Lists checked and will land on the Recent reports tab. 
Users can select the All reports tab to view a full list of available reports. 
The Search reports field will pull all relevant reports, regardless of the tab you have selected. 

Reports are sorted by categories under Public Categories. Note that Public Categories will differ based on Association and client configuration. 

Schedule Reports

Reports can be automated so that they're sent out at a requested frequency. Locate the report you'd like to have automated and then click on the cog wheel under the Email notification column on the right. Select Schedule.

A window will populate where you can define the frequency, addressee, and the report's format.