REPORTS

Reports Reporting Suite This article describes the Reports Reporting Suite. Learn about formatted reports, data tables, and analysis grids, and how to use the reporting tool. You can use the Reports Reporting Suite to generate and customize reports. Reporting Data For the majority of our reports, the reporting data updated within 30 minutes behind real-time data, excluding the reports listed below. Our data refresh times for all other reports are listed below. Reporting Data Is Real...

Bookmarks Bookmarks is an easy way to generate or view reports you already created/saved before. - Bookmarks are shared across the practice. You only see bookmarks for reports that you have permissions to. - Bookmarks are currently unavailable for enterprise users. - Date span selection is important for bookmarks to be used properly. You must select the dates using the drop-down options (e.g., last month) on the Reports home page. - To access the bookmarks, click View Bookm...