Client Portal Reports: Executive Reports

Modified on Thu, 29 Jun, 2023 at 10:43 PM

Written by Elizabeth Green

Reports


The Reports menu is where you can view 4 report types and other detailed information.


  1. On the left-hand navigation menu, select the reports drop-down arrow to view the types of reports you can view and retrieve.


  1. Executive Reports is where you can see any specialized requests involving….?


  1. Select the date range by choosing the “Start Date” and the “End Date” in which you would like to review executive reports.


  1. Select whether or not you want to “Include Punches” by selecting the box next to it.


  1. Click on the blue “Request Executive Report” once you have selected the previous two filter options to submit the request.



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