1. Click Reports
  2. Click Manage Reports
  3. Select a category that you want to store this report in 
  4. Select New Report under the Task Menu
  5. Name the report
  6. In the Group By drop down menu, select Do Not Group
  7. Select Commonly Used Fields from the Browse Fields drop down menu and click on Account Name, Date, Received, and any additional fields you'd like to include
  8. Click the three stacked dots next to Date
  9. Next to the Sort Order heading, select your sorting preference
    1. Select the A tile if you'd like to see the oldest entry first in the report
    2. Select the Z tile if you'd like to see the most recent entry first in the report
  10. Arrange the columns into order by clicking on the middle of the field column and dragging up or down
  11. Click Save and Run under the Task Menu
  12. Under Query select your category in the top box and your query in the bottom box
  13. At the bottom of the page select a Delivery Option and then click Submit