Enter “data retriever” in the top search bar and select “Data Retriever” from the list of report suggestions:
Click the + sign to expand report sections:
Select the fields you’d like to see on your report by sliding the switches below to the right:
Date fields and a calendar will automatically appear if you select a field that has varying results based on date range:
Once you have selected all preferred fields and dates, select “Run” in the top right corner:
A “Report Processing” message will appear on the screen. Do not click the “Close” button on the report processing screen unless you’ve changed your mind about running the report. The “report processing” message will appear temporarily until the report data appears on the screen.
Select the “Export Report” link to export the report data to Excel: