1.       Select Applications in the Navigation Panel on the Dashboard.

2.       Select Run a Report under the Reports heading.

3.       Reports Manager will open up to the Firm Library.

4.       Select the report that you want to run.

5.       Select the Report Options button on the "Home" tab of the Ribbon.

6.       If you wish to change the report options you can do so here.

7.       Select OK in the lower right corner.  This will save the report options that you selected for this report.

8.       Select the Print Preview button on the Home tab of the Ribbon.  This will generate the report.