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How to configure onboarding report

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

Updated over a month ago

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:

  1. Log in to the Oloid Portal.

  2. On the homepage, click Reports > Scheduled on the left menu panel.

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    The Scheduled Reports page is displayed.

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

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    The report type detail page is displayed.

  4. On the Settings tab, do the following:

    1. Enter Report Description.

    2. Select Connection(s).

    3. Enter time unit for Frequency.

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

    5. Turn on Enable onboarded users only to allow those users' data in the report whose 'faces' have been onboarded.

    6. Enter Recipient Emails.

    7. Click Save.

    The onboarding report is configured.

  5. On the Scheduled Reports page, turn on the Status option to send scheduled onboarding reports to the specified email address(es) of recipients.

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