Reports allow you as an admin to create customized and scheduled reports that give you the information that you need to run your business more efficiently and understand how your organization is using Vision.

In order to access reports

  1. Select the gear icon to open the settings menu
  2. Select the option 'REPORTSBETA '
  3. You can see the list of scheduled and custom reports that have been created for your organization from the reports screen.

Additional Information

  • Scheduled reports are reports that run repeatedly within a time frame that you define.
  • Custom Reports are one time reports that are created upon finishing the create a new report process.
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