Creating Customized Reports in a Module

Market: Federal/State/Local, House, Senate

Description: These instructions teach users how to create reports using selected records within a module.

1.Navigate to the any module (except Home).

2.Within that module, use the link that takes you to the records you want to use for the reports. In this example only, we are viewing an office’s all open messages.

3. Use the Filter options to further select the attributes needed.

4. Click the box shown below to select all records or click the rows to select specific records.

5. Click Report and select an option.