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Manage Reports for Authorized Contacts

Learn how to manage reports for contacts.

Note: Depending on the user's level of access, certain information may not be editable.
  1. Click the Admin tab.
  2. Hover over Company Profile.
  3. Click Manage Reports.
  4. Anything that has the Display checkbox selected will be emailed to all contacts.

Here is an example of what it may look like, depending on your account settings.

Image of the Manage Reports screen showing a list of reports and a Display checkbox beside each one