Step 1: To run a report that you have created, click on the name of the report. The report will either run automatically or you will be prompted to adjust the report settings. 

Step 2: Your report will be populated with a Configuration at a Glance cover page. This page tells you the parameters that were set for the report and also a breakdown of the deals that have been excluded. You can view each page of the report by clicking on the blue arrows at the top of the report.

Step 3: You can export the report in a variety of different ways including Excel and PDF. Select a format and then click the Export link. To print the report, export the report to a PDF and then print the PDF.

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