Knowledge Base

How to Pull a Report

You can pull a report easily from our customer portal by doing the following:

  • Log into your account at
  • From the Menu bar select Reports
  • In the top right corner, select Create Report
  • Under the Report Type drop down on the left, select the type of report you wish to create and then select Create Report.
  • The page will refresh with the most recent report requested at the top of the list – you may see your report in Processing status for a few minutes if there is a lot of data.
  • Once the report has been completed, you can select the Download button to download the report for your records.