Onboarding Report contains the records of all the users onboarded to the Oloid Platform.
Steps to create onboarding report:
Log in to the Oloid Portal.
On the home page of the portal, 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, do the following:
The onboarding report can be configured to schedule the report generation frequency and send it to the customers through email . For details see, How to configure onboarding report.