You can access and download your reports directly in the Portal. This feature keeps all your reports in one secure place, making it easier to manage your business data.
Why this is helpful:
- View and download reports directly in the Portal.
- Keep data centralized and secure, reducing the risk of data leaks.
- Easily access recent reports whenever you need them.
How to use
- Go to the Dashboard in the Customer Portal. (Optional: the icon to access downloads is available from any page - it’s part of the main navigation.)
- Click the arrow icon in the top-right corner to download your recent reports.
- If a report is still being generated, you’ll see its status and you’ll be notified once it’s ready.
Note: the report will also be sent by email.
What happens behind the scenes
If a report fails to generate or send, you’ll be informed directly in the Portal. This means you’ll always know whether your report is ready, and can retry the download if needed.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article