Introduction
A Scheduled report is a document generated and delivered automatically at set intervals to customers through email. Scheduled Reports are of two types:
Pre-Requisite
You must have a Tenant Admin account.
Transaction Report
Transaction Report contains the records of the last 24 hours of successful transactions performed across the site.
Create a Transaction Report:
Open the Oloid Portal.
Navigate to the "Reports" section.
Click "Create Report."
Follow the on-screen instructions to create Transaction Report.
For detailed instructions, see How to create transaction report.
Configure a Transaction Report:
Open the Oloid Portal.
Navigate to the "Reports" section.
Click report name of "Report Type" as Transaction.
Follow the on-screen instructions to configure the Transaction Report.
For detailed instructions, see How to configure transaction report.
Onboarding Report
The Onboarding Report contains the record of all users onboarded onto the Oloid Platform. It can be configured to schedule the report generation frequency and send it to the customers through email.
Create an Onboarding Report:
Open the Oloid Portal.
Navigate to the "Reports" section.
Click "Create Report."
Follow the on-screen instructions to create Onboarding Report.
For detailed instructions, see How to create onboarding report.
Configure an Onboarding Report:
Open the Oloid Portal.
Navigate to the "Reports" section.
Click report name of "Report Type" as Onboarding.
Follow the on-screen instructions to configure Onboarding Report.
For detailed instructions, see How to configure onboarding report.
Keywords
|Scheduled Reports| Download Reports| Reports| How to Create Report| How to Schedule Report|