Detail Report
To generate the Detail Report By Customer, Carrier, or User, go to Finance → Reports or Operations → Tools → Reports. There is a user level setting to enable Operational reports when accessing the report from the Operations role. If an unauthorized error shows, contact your administrator and refer to this article for more information on updating the setting.
Select Detail Report By Customer, Carrier, or User (CSV, Screen) from the Report Type list. Required fields are marked with .
Click Submit to view the report if the time frame is 1 month or less.
Check the Email and/or Mailbox checkbox to determine where the report is sent and then click Generate CSV. The report will be generated and sent to your mailbox and/or email.
Summary Report
To generate the Summary Report By Customer, Carrier, or User, go to Finance → Reports or Operations → Tools → Reports. There is a user level setting to enable Operational reports when accessing the report from the Operations role. If an unauthorized error shows, contact your administrator and refer to this article for more information on updating the setting.
Select Summary Report By Customer, Carrier, or User (CSV, Screen) from the Report Type list. Required fields are marked with .
Check the Email and/or Mailbox checkbox to determine where the report is sent and then click Generate CSV. The report will be generated and sent to your mailbox and/or email.
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