Introduction
A Transaction report can be configured to schedule the report generation frequency and send it to the customers through email.
Pre-Requisite
You must have a Tenant Admin account.
Steps to configure 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.
Select a report name of transaction Report Type to edit.
The report type detail page is displayed.
Do the following:
Settings tab:
Enter Report Description.
Enter time unit for Frequency.
Select a supported frequency: Day, Hour, Minutes.
Enter Recipient Emails.
Endpoints tab:
Click + Add Endpoint.
The Add Endpoint pop-up box is displayed
Select Endpoint(s) to send transaction reports to the recipient emails.
Click Add.
Click Save.
The transaction report is configured.
On the Scheduled Reports page, turn on the Status option to send scheduled transaction reports to the specified email address(es) of recipients.
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
|Transactions Report| Configure Transactions Report| Create Transactions Report| Download Transactions Report| Scheduled Report|