How do I run a Custom Report?

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You can easily create custom reports based on your company’s structure

To run a custom report:

1. Visit your Dashboard.
2. Within the Items Needing My Attention module, click on the Run a Quick Report drop down menu.
3. Select Create New Custom Report.
4. Choose your desired data from the options available.
3. Check Save Report? and input a custom name for you to quickly run this same report in the future.
5. Click Create Report.

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