Tenant Admin Portal - How to Create a Scheduled Transaction Report

This document provides step-by-step instructions to create a scheduled transaction report in the Tenant Admin Portal.

Introduction

This document provides instructions to create a scheduled Transaction Report in the Tenant Admin Portal.

Prerequisite

You must have admin access to the Tenant Admin Portal.

Steps to Create 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. On the top right, click Create Report. The Create Report pop-up box is displayed.
4. Do the following:
   1. Enter Report Name.
   2. Select Transaction report type.
   3. Click Create. The Transaction report type is created and listed on the Scheduled Reports page. The Transaction report can be configured to schedule the report generation frequency and send it to the customers through email. For details see, How to configure a scheduled transaction report.