Insights Section and Viewing Reports

Step 1:

Select the Client List tab on the top navigation menu, then click ‘Manage Professional’ on your organization account. If the text instead reads ‘managing professional’ you are already viewing through your organization account and can continue to Step 2.

Step 2:

Utilizing the top navigation-menu select the Insights tab

Step 3:

Once within the Insights Dashboard, identify your desired report and select Run Report in the right-hand side of the chart.