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Role Required: Super User, Supervisor, Employer, Case Manager

Permission Required: Report AdminN/A

1. Log in to personal profile
2. Click Reports on the main menu
3. Hover over the submenu options to view associated reports listed on the flyout menu
4. Select the report to run from the flyout menu
5. Enter desiredcriteria into the filters (i.e., time frame, client, employee, service code, cost center, etc.)
6. Click Search
7. The records will display in the table below the filters
8. Rearrange columns as needed by dragging and dropping the column header
9. Click Download to open the Download Report Wizard
10. Select the column(s) from the Available Columns list to be displayed on the report
    1. Click the Right Triangle button to add a column to the Selected Columns
    2. Click the Double Right Triangle >> button to add all columns to the Selected Columns
    3. Click the Left Triangle button to remove the column from the Selected Columns
    4. Click the Double Left Triangle << button to remove all columns from the Selected Columns
11. Click Next
12. Select the format in which to download the report by clicking the Format field drop-down
    1. Formats: Excel, PDF, CSV, Tab Delimited
       1. PDFs have a 10-column limitation for report downloads
13. If PDF is selected, choose the layout for the report download in the Orientation field drop-down
    1. Orientations: Portrait or Landscape
14. Optional - Click the Save as Report Download Preference checkbox to save this report preference
15. Click Download andYes to confirm

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