A reseller recently asked, “how do I generate reports for my customers?”
Directions for generating customer reports
Check the customer settings
The Free trial for a customer must be set before the first invoice is created on the customer account. The guide below details how to ensure that a free trial is enabled for a customer.
- Login to your account.
- On the left sidebar, tap Users.
- Search for the user on the page.
- Click Login as user on the right side of the User record.
- Tap Reports in the left sidebar menu.
- Navigate to Download consolidated reports card on the page.
- Select shipping accounts and the date range.
- Tap Download.
- Find the consolidated report that was downloaded to your computer, and email it to the intended recipient.
- Download excel files by tapping on the Export data card on the Reporting dashboard page.
- Schedule the report to be emailed to the customer on a regular interval using the Scheduled emailed reports card on this page.