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How to create a scheduled Transaction Report

This document provides step-by-step instructions to create a scheduled transaction report in the Oloid Portal.

Updated over a month ago

A scheduled Transaction Report contains the records of the last 24 hours of successful transactions performed across the site.

Steps to create transaction report:

  1. Log in to the Oloid Portal.

  2. On the homepage, click Reports > Scheduled on the left menu panel.

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    The Scheduled Reports page is displayed.

  3. On the top right, click Create Report.

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    The Create Report pop-up box is displayed.

  4. On the pop-up box, enter Report Name.

  5. Select Transaction report type.

  6. Click Create.

    The Transaction report type is created and listed on the Scheduled Reports page.

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    The Transaction report can be configured to schedule the report generation frequency and send it to the customers through email . For details see, How to configure a scheduled transaction report.

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