...
Create Reports
The Create Reports page offers a dropdown with all reports available to generate from the platform.
...
| Info |
|---|
See Available Portal Reports for a list of all reports. See Reporting Values for a list of all descriptions for each report field. |
To generate a report
Step 1: Choose your desired report type from the Select Report dropdown.
Step 2: Under “How would you like to generate your report?”, select one of the options below:
Quick Reports: Generate reports within a few minutes. Data from today will not be included
-OR-
Include all up to date data - Includes today’s data and may take more time to generate.
Step 3: Select the date range for the report under “Report Date” and select your ‘Filter By’ options.
Step 4: Click the Generate Report button.
You’ll see a prompt below that says “We are working on generating your report!”
...
| Note |
|---|
Note: Depending on the option you chose for Step 2, your report will be available within a few minutes or may take longer. If you decide to leave the Create Reports page while the report is still generating, you can visit the Report History page to find it listed for download. |
Step 5: After your report has finished generating, you’ll see the prompt from Step 4 now say: “Your report is ready to be downloaded” with a CSV file download icon.
Reminder Bread and Butter - see previously published terms.
Create a table of Report names and a summary of their functions, then link to specific types to document each. see table at /wiki/spaces/PCTS/pages/23168483384
description of reports: Available Portal Reports
overview of reports: Reports
Report API: Build Reports via the API
add events: /wiki/spaces/PM/pages/23229890572
scheduled reports: /wiki/spaces/~458745391/pages/22795485237
better scheduled reports: /wiki/spaces/PORTAL/pages/22782443521
reports api again: /wiki/spaces/SKB/pages/23217111049
specific note on reports here: /wiki/spaces/PM/pages/23129915561
monthly statement with definitions /wiki/spaces/PM/pages/23208722608
my transaction details report from payments Transaction Details Report
Reporting is a vital part of any business, by enhancing the report structure:
Create efficiencies to pull the data by using a Data Lake structure and reducing the time to bring reports.
Added granularity.
Build on new reporting fields and reports.
Reduce daily task to pull reports by increasing range periods for the reports.
Bug fixes and enhancements to reduce risk of financial loss of business leaving due to reporting/reconciliation issues.
Create Reports Page Features
Click here to view the features of the Create Reports page.
Select Report - drop down
16 options
Report Date, Templates, Filter By (Optional)
Some have advanced filters, some have option for quick report
On same doc page or separate pages