Reporting in NexsyisNow

Generate dynamic reports in NexsyisNow. Features include:

• Add, remove, and re-order columns
• Export as a PDF or Excel document. For large datasets:
  • You cannot export to PDF. Users will be prompted to instead export to CSV
  • If the dataset is large, you will be prompted to enter your email address. The report will be emailed to you within 15 minutes
• Add as a Personal or Company Favorite
• Create Subscription 

 

1. Click the Reporting Menu

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2. Click All Reports

 

3. Select a Report

 

4. Select the Date Parameter

 

5. Run Report

 

6. Click + Add Column

 

7. Choose the Columns to Add

 

8. Click Add Columns

 

9. Drag Columns to Reorder

 

10. Click Report Actions

 

11. Click Export to CSV (For larger data sets, you will be prompted to enter your email address.) 

 

12. Your report will be emailed to you within 15 minutes.