Create and View Account Reports

  1. Step 1

    Tap Menu at the bottom of the screen, scroll down to More, and select Account Reports.

  2. Step 2

    Tap the + sign in the upper right. Fill in the required fields, then tap Save Report.

    Create and View Account Reports Graphic Step 2

  3. Step 3

    To view a report, tap View to the right of your created report. To edit a report, tap your report name and make the necessary edits.