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  1. Find the relevant category of reports among the five categories. Use the search bar or scroll through the different templates.

  2. Select the template you wish to use. There will be an automatic transfer of all fields from the report to the "Selected Fields" location.

  3. You are now able to make your own changes and adjustments as needed.

  4. Select the relevant units from the organization tree for which you wish to run the report.

  5. It is recommend to use the default aggregation and time range.

  6. Run the report or save it for later use.

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