1. Cisco Confidential 1 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Instructions for Navigating in the Training Module This training module is best viewed in Slide Show mode. Click on the PowerPoint slide show icon at the bottom of the screen. To proceed to the next step, click the mouse, or use the “PgDn” or Down Arrow key on your keyboard. To return to the previous step, right click and select “Previous” from the menu, or use the “PgUp” or Up Arrow key on your keyboard. To end the presentation, right click and select “End Show” from the menu, or use the “Esc” key on your keyboard.

2. Cisco Confidential 2 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014

3. Cisco Confidential 3 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Verifying Your Account Includes the Contract Numbers You Want to Manage To obtain reports, on the Administration screen: 1.Click on the report type: 2.Select the Name(s), Contract Number(s), or Group(s). 3.Click the Export to Excel button (a report will be displayed). - by Name - by Contract Number - by Group 2 On the Administration screen: Click on “Obtain Reports by Contract Number” At the bottom of the page, next to “Items per Page”, select the highest number in the drop down box All the Contract Number(s) you manage will be displayed. Ensure all the Contract Number(s) you want to manage are in the list. If you want a report, select all the checkboxes, and click the “Export to Excel” button (a report will be displayed). 2 1 3 1 2 3

4. Cisco Confidential 4 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014

5. Cisco Confidential 5 © 2013-2014 Cisco and/or its affiliates. All rights reserved. Last Updated: April 2014 Verifying Your Account Includes the Bill to IDs You Want to Manage On the Administration screen: Click on “Obtain Reports by Bill to ID” At the bottom of the page, next to “Items per Page”, select the highest number in the drop down box All the Bill to ID(s) you manage will be displayed. Ensure all the Bill to ID(s) you want to manage are in the list. If you want a report, select all the checkboxes, and click the “Export to Excel” button (a report will be displayed). 2 1 3 1 2 3