# Generate Custom Reports

This section describes the following report features:

* How to export the reports to MS Excel
* How to view pre-designed reports
* How to get the reports e-mailed to you

1. On the Organization Dashboard, click the **Settings** icon ![](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABwAAAAYCAIAAABm/grVAAAAAXNSR0IArs4c6QAAAAlwSFlzAAAOwwAADsQBiC4+owAAALRJREFUSEvFVUEOgCAME9+qiU8y0Qd69gWSYMgscx0kIicCXelWBuE8j4GNeVoyZNtXBh9GFSFZ5DyCja1MpZCmMOAqzzZgAdKnXGpmUJOH0jbGMq0HqceEaqXUVicAjWoQW4boV8qp6A12u29bJLV4kFwpZOepDydtKMVPpEbvE6Pkdm1fdbpSWNNamep79r1RDTKTGRDY5ZWSVsa52j+w7nI/gWg7GjD8Tug/SA+LDJ+4fwHNY1PGX6HgqAAAAABJRU5ErkJggg==) and select **Custom Reports** under **Generate** section. Reports page will appear.
2. Export the Reports to MS Excel
   1. Click the **Export to Excel** icon ![](https://help.iviva.com/~gitbook/image?url=https%3A%2F%2F1761586553-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FwAg7iNhbSYSUV5Xt5ru9%252Fuploads%252FOMh8ILMAvqWZxnuPyCjE%252Fexport%2520to%2520Excel.png%3Falt%3Dmedia%26token%3D592ddea0-958f-48c4-9a31-fdf448f9e8c9\&width=300\&dpr=4\&quality=100\&sign=a45ca214\&sv=2) to export the report data to MS-Excel.
   2. **Download Report** link will appear to download the report, after export is complete.
3. View the pre-designed Report
   1. To view a report, select the required report name and click on it. A dialog box will appear.
   2. Click **Generate Report** to generate the respective report.
4. To get the reports e-mailed to you
   1. Select the required report name and click on it. A dialog box will appear.
   2. Click **Have this report mailed to you** link to get the respective report emailed to your email account.
   3. Select the **frequency, starting on date** and the **Covering**.
   4. Click “**Save Settings”** to save the configured settings.

If you have already configured e-mail settings for similar reports, it will be displayed on the window.

Required Settings to get reports e-mailed to you

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top">Frequency</td><td valign="top">This determines how often the reports should be mailed to the user</td></tr><tr><td valign="top">Starting On</td><td valign="top">This shows which date the first report should be mailed on</td></tr><tr><td valign="top">Covering</td><td valign="top">The date range that the report will cover</td></tr></tbody></table>

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To find the reports those are scheduled for delivery via e-mail, click the link “**View your reports**”.