- From your main dashboard, select “Reports” on the top tool bar.
- Under All Reports, click the type of report you wish to view.
- Click the gear to change the range of dates shown on the report
- If you wish to print the report, click the printer icon on the right.
- If you wish to export the report, click the icon corresponding to your preferred file type (CSV, XLS, or PDF) to export
See the CRB Training Manual for more information: p. 25
https://cssagent.com/uploads/documents/Marketing_Prospect_System_Manual_Cornerstone_v4.pdf#page=29