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Reports is a subsection of the Admin category, and is divided into three pages: Create Reports allows you to select a report type and customize its output, Report History displays a searchable list of recent reports, and Monthly Statements allows you to view your account statements.
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Faster - Reporting infrastructure improvements generate results in just minutes with a greater data range for the following: New Reports - Statement Details Report is now available in the Portal.
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About Quick Reports
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Create Reports
The Create Reports page offers a dropdown with all reports available to generate from the platform.
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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:
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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!”
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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.
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Related pages
Click the links or items in on the page to access any of the following pages: