To generate a custom report beyond those already available in the system, refer to the data export basics guide or watch our webinar for step-by-step instructions.
If you require assistance with creating a data export or Crystal report, this is considered a training need. We recommend that you contact your account manager to discuss available training options.
Alternatively, if you'd prefer our experts to create the report for you, your account manager can provide details on the process and confirm any associated costs.