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When is this helpful?

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When is this helpful?

When you need to view and download a report.

Step 1: Log in to the admin portal: on a Desktop. Select ‘Manage Reports’, this area displays all the Reports you have configured.

Step 2: Select the 3 dots on the right of the report you wish to download. Click on Download Report, this will automatically download the report into a PDF file.

Once your report has completed downloading this will appear at the bottom of your page to let you know it's ready to view.

In the case that you would prefer another navigation option, then there is an Add Filter that can be used as an additional search feature.

Click on the Add Filter button as shown below:

You will be presented with a dropbox with options to select from the following fields:

-Reference Number

-Report Name




-Submitted By


To remove the applied filters, click Reset.

Related article:

How to Export the data

How and why to regenerate a report

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