How to configure onboarding report

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

Updated over a week 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 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. 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. Enter Recipient Emails.

    6. Click Save.

    The onboarding report is configured.

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