Learn the functions of the Reports tab.

Once you select Reports, you will see the full Report List along the left side of the screen. |

The folder icon located to the left of the bolded text, will expand and collapse lists of reports for each category. ![]() |
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Customization
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For staff who have any number of reports that they access regularly, there is the option to Favorite any report on this screen. Once a report is selected, to the left of the report view at the very bottom of the list, you'll see an Add To Favorite button. This will add that particular report to your Favorites, showing it at the top of the list of Reports, sorted by category.
Favorites are saved and remembered, meaning they will stay exactly as you save them unless/until you change them. |
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Select your parameters. This example uses the report Failed Activities but the concept works similarly for all reports. Parameters for report criteria
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You will also select how you would like to view your report such as simply viewing it as a PDF right in Neo, printing it, or exporting it out as a spreadsheet. ![]() |
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View ReportHere's an example of the Failed Activities Report, run in View mode. ![]() |
Excel ExportHere's an example of the Failed Activities Report run to be exported to an Excel spreadsheet. It may appear slightly differently, depending on what device you're using. ![]() The report itself will look similar to this when opened: ![]() |
Print OptionChoosing the Print option will load up the report with your printer settings - print as you would any other document. ![]() |