Reports
Last updated February 13, 2025
The Reports section provides the ability to export detailed information by product. Click on the product you're interested in the dropdown on the left side of the page and select the type of report you are looking for.
There are two types of reports that can be exported for each product:
- Summary - General report with high level numbers
- Details - Transaction by transaction report
If you want to set up reoccurring reports to be sent to you and your team, click on the Schedule Reports button in the right hand corner next to Create Report (one time report).
A pop out screen will appear where you can select the type of product you'd like to receive a report for, the report type (summary, detail), cadence (daily, weekly, monthly), and who will receive the report.
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