This article will explain how to view reports.
- Once you have successfully logged into the system (click here to reach the login page), you can access the reporting module by clicking on "Reporting" in the navigation bar on the left side of the portal. This will take you directly to the reporting module, where you can generate and view various reports based on your specific requirements.
- To access recently generated reports, select the corresponding type of report that you wish to view. In this article, we have chosen the Daily Authorization Report.
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In the Generated Reports view, you can download the newly generated report in CSV format. CSV format allows you to open the report in various spreadsheet applications, such as Microsoft Excel or Google Sheets, making it convenient to analyze and manipulate the data. To download the report, click on the download button or the title of the report that you wish to download. Once the download is complete, you can locate the downloaded file in your computer's designated download folder. From there, you can open the report in your preferred spreadsheet application by double-clicking on the file name.
Click here to learn how to enable automatic reporting.
Congratulations, you have learned how to generate and view reports! If you need assistance or have further questions, please refer to our self-service Knowledge Base!