Create a custom template for the reports by telling us the settings. The report templates are saved and available to you. Every time you want to view the report, just select Run Report from the quick actions menu. You can edit the report template to reconfigure or change the report settings. Depending on the criteria you define in the report template, you could generate two types of reports:  Mandate Report and Policy Report.

Reports: Mandate Based | Policy Based

Manage your Reports