The intent of this article is to guide merchants through the steps to download and schedule customer reports.
Generate customer reports
- Log in to your account.
- On the left sidebar, tap Users.
- Search for the user on the page.
- Tap Login as user on the right side of the User record.
- Tap Reports in the left sidebar menu.
- Navigate to Export Data card on the page.
- Select report template, shipping accounts, date range, and format.
- Tap Download.
Schedule reports for customers
- Log in to your account.
- Tap Users on the left sidebar.
- Search for the user on the page.
- Tap Login as user on the right side of the User record.
- Tap Reports in the left sidebar.
- Navigate to Export data card on the page.
- Tap the Report schedules button.
- Select the necessary options within the Add report schedule card.
- Tap Schedule report button.
Next steps
- Find the consolidated report that was downloaded to your computer, and email it to the intended recipient.
- Learn how to modify scheduled customer reports.