Select the Reports icon 
in the menu on the left.
On the Reports page, you can generate/download one or more reports (to either PDF or CSV).
Download Reports
First, double-click on a report or select the View Report icon
.When available, specify the report parameters and select the Generate button.
Finally, select the Download report as PDF button.
Or, select the Download report as CSV button.
View, Filter & Sort
Each individual report can be viewed on a separate page via the View Report icon 
.
Filter/sort the Reports View via the columns.
Note:
Filtering/sorting works the same on all pages. However, for the Custodian Report, you can simply paste a list of custodian names or email addresses in the custodian filter of a Report and all custodians are automatically selected. This saves time compared to manually selecting multiple custodians.
View a short animation of filtering and sorting on this page: Hold Management.
To add/remove columns, select the Settings icon
.Then, select Columns and (de)select the appropriate columns.
Update the Reports View with the Refresh icon
.
Export Reports View
Export the reports listed on this page in a CSV, Excel or PDF file.
First, select the Settings icon
.Then, select Export As... and select the format to which you want to export.
Save View
The Reports View might have been adjusted by filtering, sorting and/or by a specific selection of columns (via Settings > Columns).
To save this new view, select the Settings icon
. Then, select Save View.