To begin, select "Reports" from the top navigation bar.

From here, you will be prompted to select which report you would like to download. Make your selection from the dropdown menu.

After selecting the type of report you want to generate, you will be prompted to enter dates for the needed time frame. The default is set to pull data for the past month. So, be sure to change the dates if you need to go back further.

Please note that you can only generate one type of report at a time. However, you can generate that report for as many projects as you would like at the same time. If you'd like to run that report on all of your projects, click "Select All" at the top of the list of projects.

The only thing left to do is to click the blue "Generate Report" button at the bottom of the page. 

The report will download directly to your desktop. You can then print the report or send a copy to the necessary parties.

All reports download as CSV files and, if you pull data for multiple projects at one time, the data for each project will appear in the same report. 

We're here to help! Please feel free to reach out to us with any questions or feedback at or 1-833-4SIMPLY. 

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