Introduction
A scheduled Transaction Report contains the records of the last 24 hours of successful transactions performed across the site.
Pre-Requisite
You must have a Tenant Admin account.
Steps to create Transaction Report:
Log in to the Oloid Portal.
On the homepage, click Reports > Scheduled on the left menu panel.
The Scheduled Reports page is displayed.
On the top right, click Create Report.
The Create Report pop-up box is displayed.
On the pop-up box, enter Report Name.
Select Transaction report type.
Click Create.
The Transaction report type is created and listed on the Scheduled Reports page.
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.
Notes
Ensure you have sufficient permissions as a Tenant Admin before attempting to create the report.
The downloaded file format for reports is XLSX.
Keywords
|Create Transactions Reports| Download Transactions Reports| Transactions Reports| Scheduled Reports| Schedule Transactions Reports|