Generating Reports On Demand
-
Go to Reports and select the report template in the Reports section.

The system displays the sample report on the right side.

-
To generate the report, click Generate report.
The Generate Report window appears.

-
From the Period list, select the time frame to generate the report.
Last Day - The system generates the report for the previous day.
Last Week - The system generates the report for the last seven days.
Last Month - The system generates the report for the last 30 days.
-
In the Accounts field, click + and then select the child accounts.
You can select up to five accounts.
-
Click Generate.
The Recent activities window appears and shows the report generation status.
Note:The Recent activities window shows the download activities from the past seven days.
When the report is ready, the system downloads it automatically. If you selected multiple accounts, it downloads each report separately.
-
To download the report later:
-
Click the
icon at the top-right corner.
The Recent activities window appears.
-
Click the Download link.

-
Click the