How to set up an automated report that goes to your email inbox

Follow the below steps and learn how to set up an automated customer and/or transaction report which will be sent to your inbox at your chosen time.

1) Log into your business portal at


2) Click on 'Create' in the top right corner of the dashboard screen

3) Click on 'Reports'

4) Name your report and add the report and add the frequency and time that you wish to receive your report.


5) Add the key details that you wish to see in the report, as seen below. 

Automated Report Options


*Ensure that 'Enabled' is ticked and press 'Save'