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If you are looking to run a report directly from the Report Library, you've come to the right place!

Step-by-step guide

Here's how to get to the Report Library

  1. Log into
  2. Navigate to the Main Menu column, located on the left-hand side of the screen
  3. Click on Reporting
  4. Click on Report Library
  5. Browse for the report you want, or type keywords into the "Search" bar
  6. Select Report Options
  7. Select the variables you want to run in your report
  8. Select Generate Report

Want to Know More?

What's Inside

This video tutorial demonstrates how to run reports using the State Sales Heat Map. In this video, we will learn:

  • How to select the desired parameters for your report, using the Settings Gear
  • How to interpret data displayed on the Sales Heat Map
  • How to determine what data points to explore and, therefore, which reports to run
  • What clicking on states and regions on the State Sales Heat map achieves
  • How to run reports directly from the State Sales Heat Map
  • How to schedule and export reports
  • How to change parameters in a report that you have already run

Did you know?

You can change the parameters of any report you run by double-clicking on the parameter you want changed listed in the blue box located in the upper left-hand corner of the report.