Use a template to create a report.

  1. Select one of these options:
    • From the top menu, select Track > Reports.
    • From the top menu, select Workbench > Reports.
  2. Click a template entry.
  3. In the Report Configuration area, click the add icon (  ).
    The list of entities appear.
    Tip: You can filter the grid for easier selection. See Search, sort, and filter grids.
  4. Select one of these options:
    • Single record template — Click the entry's Select button in the right-most column.
    • Multiple record template — Select one or more entries, then click Add Selected.
  5. Tip: Selected entries are outputted to the same file. You can click Add data source again to specify additional entries to include in a separate file. These files can be downloaded together after generating the reports.
  6. Select one of these options based on the file type:
    • DOCX — Click Generate DOCX.
    • PDF — Click Generate PDF.
    • HTML — Click Export.
  7. Click any of the download buttons to open or save the file(s).