The onboarding report can be configured to schedule the report generation frequency and send it to the customers through email.
Steps to configure 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.
Select a report name of transaction Report Type to edit.
The report type detail page is displayed.
On the Settings tab, do the following:
Enter Report Description.
Enter time unit for Frequency.
Select a supported frequency: Day, Hour, Minutes.
Enter Recipient Emails.
The onboarding report is configured.