Full company admins will be able to run reports for multiple organizations from the Company Hub. The reporting functionality is similar to the Custom Reports section of Business Intelligence.
- From the Company Hub, click on the Reports tab.
- Click Create Report.
- Name your report (note: no duplicate names allowed!).
- Configure the columns and filters to create the report.
- Once you have all desired fields, press Save.
- To download, click View Report.
- To schedule the report to automatically send, click the stacked dots in the right corner.
- Select the frequency:
- Daily (weekdays only/every day)
- Weekly (select which day of the week)
- Monthly (sent the first of the month)
Note: You will only be able to run reports in the Company Hub for companies where you are a Full Company Admin.