To generate a report, use a report template.
Create a report template.
- From the left menu, click
- Navigate to the relevant object.
- Click the Reports tab and then click Report Templates.
The listed report templates are associated with the current object.
- Navigate to the relevant report template, click the vertical ellipsis, and select Run.
The report is generated and listed on the Generated Reports tab.
Note: To regenerate the selected report, from the Generated Reports tab, click the vertical ellipsis against the generated report and select Run.
What to do next
Download the generated report and verify the output.