1. Locate the "Reporting" Tab
From the main dashboard, navigate to the top navigation bar. On the far right, you’ll see a tab labeled "Reporting." Click this tab to access all available reports.
2. Browse Available Reports
Inside the Reporting section, you’ll find a variety of default reports designed to meet common needs.
3. Create a Custom Report
If the default reports don’t meet your needs, you can build your own custom report using filters and data fields.
4. Set Up Automated Report Delivery
To have reports sent to your email automatically on a recurring schedule, set up automated report delivery.
🔗 Reference the article on automated reporting here: https://intercom.help/logitrac/en/articles/11163590-how-to-schedule-reports
If you need assistance at any point, feel free to reach out to our support team.