How to configure a scheduled Transaction Report

This document provides step-by-step instructions to configure transaction report in the Oloid Portal.

Updated over a week ago

A Transaction report can be configured to schedule the report generation frequency and send it to the customers through email.

Steps to configure transaction report:

  1. Log in to the Oloid Portal.

  2. On the home page of the portal, click Reports > Scheduled on the left menu panel.

    The Scheduled Reports page is displayed.

  3. Select a report name of transaction Report Type to edit.

    The report type detail page is displayed.

  4. Do the following:

    1. Settings tab:

      1. Enter Report Description.

      2. Enter time unit for Frequency.

      3. Select a supported frequency: Day, Hour, Minutes.

      4. Enter Recipient Emails.

    2. Endpoints tab: On the Add Endpoint pop-up box, select Endpoint(s) to send transaction reports to the recipient emails.

    Click Save.

    The transaction report is configured.

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