This article applies to:

Create an administrative report

Follow these steps to create an administrative report in Engagement Manager.

note

The Export option creates a Microsoft Excel file that isn't linked to Engagement Manager data.

Use Save As
to save a copy of a system report format.

System type administrative reports can't be deleted, user type reports can.

In Engagement Manager, select Setup

, then Reports
.

Select the report you'd like to create.

Make any changes you'd like to the report options.

Select View
.

The report opens in a new tab where you can refresh, print, or export the report.