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How to Create a Quarterly Transaction Report

Download Source Data

  1. Login to the learning management system: HDI Learning

  2. From the administrative dashboard, hover over the "Analytics" tab from the left-hand menu.

  3. From the sub-menu that appears, select "Orders."
    Screenshot 2023-09-11 at 11.29.08 AM.png

  4. Select the "Date Range" drop-down.

    Screenshot 2023-09-11 at 11.31.27 AM.png

     
  5. Select the "Custom" tab. 

    Screenshot 2023-09-11 at 11.33.12 AM.png


  6. Select the start date and end date of the date range you would like a report for.

    Screenshot 2023-09-11 at 11.36.10 AM.png

  7. Press the "Update" button to apply the date filter.

    Screenshot 2023-09-11 at 11.38.28 AM.png


  8. Select the "Download" button from the far right of the screen.

    Screenshot 2023-09-11 at 11.39.25 AM.png


  9. The site will then send a report via email once it has been generated completed.

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