How to Create a Custom Report
    1. Click on the Reports tab
    2. Click the New Report… button at the top of the page
    3. Expand the Other Reports folder on the left side and click Contacts for Students or LC’s and Accounts for Partners, Schools or HF’s
    4. Click Create at the bottom
    5. Which Accounts?  At the top center of the page, select All Accounts or My Accounts from the Show dropdown
    6. Which Dates?  Right underneath, select any date filters you would like to apply
    7. Which filters? Right above the Show dropdown, click Add to add any filters. Once the filter is set, click OK.
    8. Click Save and fill out the report properties before clicking Save again
    9. If you haven’t already, click the black Run Report button at the top of the page to see a live instance of the report
Export a Report to Excel
    1. Click on the Reports tab
    2. Open a Report from the folders and list
    3. Click the Export Details button at the top of the page
    4. Make the specifications and click Export