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How to Request Reports

January 22, 2013 by Kyshia

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Request Reports

  1. Click on Reports Menu from the Main Menu.
  2. Choose the type of report – Submission Reports, People Reports.
  3. Check the box next to your Division/Interest Group.
  4. Click Request Report.
  5. You will see a Requested Report Box with the Title of the report, Request Date, and Status. The initial status will be Awaiting Processing.
  6. Click the Refresh button at the bottom of the Requested Report Box (the status will change from awaiting processing and awaiting conversion to Ready to Download).
  7. Click on the Ready to Download link to open the report in Excel (You can request reports from the Main Menu as well as the Status Menu).

*Note: the reports system will generate based on the existing data. If you make any changes in the system you can request a new report and get the most current information.

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