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  1. Open the Report Definition widget.



  2. Click the Action button () for the desired report and select the Generate Report action.



    The Generate Report widget is added to the CMS dashboard. You may need to scroll down to view this widget, or you can click on the report name located on the left side of the dashboard for quick access.
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  3. On the Generate Report widget, define the time period for which you wish to have the report generated from the list of available dropdown options:

    • Custom period
    • Last month
    • Last week
    • Last year
    • This year
    • This month
    • This week
    • Today
    • Previous month
    • Previous week
    • Previous year
    • Yesterday

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    Custom Time Period Settings


  4. Click GENERATE.

    The report is displayed.

    NoteNote: To best view all of the information on this widget, click the Expand button

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Showing Reports

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  1. Open the Report Definition widget.



  2. Click the Action button () for the desired report and select the Show Reports action.



    A report list appears.



  3. Click the Show Report button ( ) to display the report.
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    Or, click the Back button ( ) to return to the Report Definition view.

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