Generating Reports with Templates
Learn how to quickly generate focused reports without filtering large datasets.
This workflow covers:
Using pre-built report templates
Protocol vs. account-level templates
Generating reports in the Report Hub
Saving, bookmarking, and organizing reports
Exporting data for audits and reporting
Search keywords:
Report Templates, Report Hub, Export, Audit, Granular Results, Excel, Filtered Data
Video Guide:
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