How to view a report

What it's for

Open a report to see a detailed breakdown — for example how enrollment is tracking or what your finances look like — and narrow it to the period or group you care about.

Where to find it

Go to Reports and pick a report area from the side menu.

Step-by-step

1. Open Reports.
2. In the side menu, choose a report area (for example Enrollment, Students, or Finance). Each area lists one or more reports as cards.
3. On the report you want, click View (the eye icon) to open it.
4. Use the on-screen filters to focus the report — for example a date range (3M / 6M / 12M), location, or program.
5. Switch between Summary (headline figures and charts) and Detailed Table (the full data) using the toggle.

Tips & limits

• Each report card also has a Download option if you just want the file without opening it (see *How to export a report*).
• If a report looks empty, check your filters (for example the date range) and that the underlying data has been recorded.

Related articles

• Understanding reports and dashboards
• How to export a report