This article provides insightful information on business and individual user reports, although focusing primarily on the latter. You can generate reports from the Export Report page. To access this page, navigate to the left-side menu and select Export Report under the Reporting module.
Business Reports
Reports are generated on the first three days of the following month. Once the report is produced and released, it will be available on the main Export Report page. You can download early-generated reports anytime through the Export Report feature. On the Export Report page, you will see the Business and User tabs, where you can download business and individual user reports, respectively.
To export Business Reports, please follow these instructions:
- Navigate to the Business tab.
- Select an SMB organization from the business search bar.
Note: A Partner Admin/Partner Agent/SMB privileged user can export the report to the local workstation.
You can take the following actions from the Business tab:
- Fetch the specific year data using '<' or '>'
- Export monthly or quarterly (Q1, Q2, Q3, and Q4) reports. Click the Download link under a specific month.
Note: The reports are exported in PDF format only.