How Do I Run A Custom Report On Demand?

 
Credentials required: All Admin
Goal: Learn how to run a "Custom Report"
 
1.  From the "Admin Home" menu, expand "Reports" and click "Custom Reports".

2.  After clicking "Custom Reports", click the checkbox next to the report if it has been ran before.

3.  After clicking the checkbox next to the report click "Run Checked".

 

When the report has finished running, usually in less than 20 minutes, you will receive an email with a link to directly download the report. You can also return to the "Custom Reports" page. There, you will see the freshly run report listed and be able to click the "View" button to see it. The Last Run Date will also confirm you are viewing the latest report just run.
 

What's Next

Obtain a printable version of this Knowledge Base article here.
 
Learn how to read Contacts Submitted here.

Would you like to learn more about Reporting Utilities click here.