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Reports

Last updated July 8, 2024

The  Reports  section provides the ability to export detailed information by product. Click on the product you're interested in at the top of the page and select the type of report you are looking for.

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There are two types of reports that can be exported for each product:

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  1. Summary - General report with high level numbers
  2. 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 upper right hand corner of the page.

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A pop out screen will appear where you can select the type of report you'd like to receive, cadence, and who will receive the report.

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