Create a company report with a template

You can create a report using a pre-designed template.

  1. On the navigation toolbar, select (Print) and then select the Report Template tab.
  2. Select the report template.
  3. If the report contains multiple companies, select the report type.
  4. Optional: Edit the file name.
  5. If available, select the report format.
  6. On the Distribution options button, select Expand icon, and then select an option:
    Note: The available options depend on the type of report.
    • View
    • Download
    • Email