Guide

1. Head over to Reports in the menu bar on top.

2. Click on New Reports to open the Create Report pop-up.

3. Select the report you want to create. (E.g. Contacts and Accounts)

4. Click on the Start Report button.

5. Make sure the Update Preview Automatically toggle is turned on.

6. Update the Filters to suit your requirements.

7. For Example, you can set the Mailing country to be United States to only view contacts from the United States.

8. Hit Apply to create your filter.

9. Hit Run to start your report.

10. Your report is now created!

    You can export your report by clicking on the down arrow beside the Edit button and hit Export.

11. Provide a recognisable Report Name and hit Save.

12. Hit the Export button to finish the export.