Go to Reports > select a folder (e.g. Staff Trading Summary) > select a Report  > set the Period Range  > Set the Date Range  > click Go 
NOTE - The Period Range options are Daily, Weekly, Monthly, Annual and custom Period.
To download a copy of the Report click the Export  button to download an editable Excel file.
To see a graphical interpretation of a specific report row click anywhere in a Row .
You change the view of the chart from a Bar graph to a Line graph by clicking the Change view  button.
Click Close  to close the chart and return to the Report screen.
Click Copy  to copy the on-screen chart to paste into a MS Word document or equivalent as required.
Click Email  to email a copy of the chart to multiple recipients.
When using the Email feature use a semicolon (;) to separate each email in the Email field  and include a Message  before clicking Send .