How to configure a scheduled Transaction Report

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

Introduction

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

Prerequisite

• You must have a Tenant Admin account.
• The Scheduled Transaction Report must be created. Refer: How to create a scheduled Transaction Report

Steps to configure Scheduled Transaction Report

1. Log in to the Tenant Admin Portal.
2. On the homepage, 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:

      1. Click + Add Endpoint.

         

         The Add Endpoint pop-up box is displayed

      2. Select Endpoint(s) to send transaction reports to the recipient emails.

         Note: Multiple endpoints can be added from the dropdown.

      3. Click Add.

         
5. 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.