Navigation:  Reporting > Running Templated Reports

To Run a Templated report:

 

1. From the Backend Menu select Manage>Producer Reports

2. Select the report you want to run

3. Select the company or company's you want to run the report for.

4. If the Report you have selected has select field option select the fields you want to display in the report

5. Select the Dates you want to run the report for.

6. Click the View Button.

 

 

Your report will run and display on the screen. The report can also be downloaded as a .pdf, excel or word document.