Run report

The report can be run from the search results of any entity. For example, to run a Company Detail report for all companies in Illinois and Wisconsin, follow these steps:

1. Search for the records you would like to export. In this example, go to Company search and enter the appropriate search criteria. Click Search.
2. Select the record(s) you would like to export. Use Options > Select All if needed.
3. Click Options > Report.
4. Select the report template you would like to use, such as Company Detail in this case.
5. Click Save. The report will be generated with the company detail information.