How To: Run Reports in CMS
Step 2 – From the Reports screen, search for and select the Accounts (PTAs) you wish to include in reports
Step 3 – From the search results list, select Account(s), time period and budget version to include in Report(s)
Step 4 – From the Select Report(s) to Run screen, select desired reports and enter report parameters
- If desired, save the file to the location of your choice.