1. Use the Select a Chain Account drop-down menu in the toolbar to select a chain, if applicable.

2. Use the Select a Location drop-down menu in the toolbar to select an agent location, if applicable.

3. Use the Select report type drop-down menu to select the on-demand report.

4. Depending upon the report type selected, other report criteria options may display. Use the drop-down menus, check boxes, and buttons to enter the necessary information.

5. Click . The report displays on the screen.

 

Use the navigation tools at the top of the report view screen.

• Enter a page number in the number field or use the arrow buttons to page through the report.
• Enter a zoom in/zoom out percentage or use the drop-down menu to enlarge the report view.

• Enter a search term in the field and click to locate the term in the report.

 

 

To export the report,

1. Click in the print view toolbar. The Export pop-up dialog box displays.

2. Select the File Format from available options. Use the radio buttons and/or the From/To fields to set the Print Range.

3. Click .

 

To print the report,

1. Click in the print view toolbar. The Print to PDF pop-up dialog box displays.

2. Use the radio buttons and/or the From/To fields to set the Print Range.

3. Click to export to PDF and print.