To access reports, locate the Report tool in the left-hand navigation. The reporting tool allows users to quickly build out reports in an accurate and comprehensive manner with just a few clicks. There are various reports that can be pulled - you are able to identify what information the report will pull based on the description in the right-hand column. After clicking on the report you would like to run, fill out the required fields and download your report by hitting the green generate button.
Depending on the amount of information being collected in these reports, the generation time may vary from a few seconds to a few minutes. To re-access previously generated reports, click on the History tab in the upper left corner. Click on the title of any previously pulled report to re-download a report in the history tab.
Frequently Asked Questions
Q: What file types are available for export?
A: All reports are available to download in a XLSX format.
Q: Why does my Reports page look different than the example given?
A: The available reports are contingent on which product types the user has purchased and submitted. If you would like to expand the type of reports you can create, please email sales@streetdiligence.com .