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Insights and Reporting

Insights and Reporting

How to Export reports to Excel and create Custom Reports.

Reports

Accessing Reports

Types of Reports

Editing and Exporting a Report

Making a Copy of a Report

Upcoming Expiration Dates Report

Expired Dates Report

DBS Renewal Due Report

Incomplete Profiles

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Creating a Custom Report

Creating a Custom Report

Customising your new Custom Report

Setting Conditions

Deleting Reports

Deleting a Report