> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oloid-demo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to configure a scheduled Transaction Report

> This document provides step by step instructions to configure transaction report in the Oloid Portal.

## Introduction

A Scheduled Transaction Report can be configured to schedule the report generation frequency and send it to the customers through email.

## Prerequisite

* You must have a Tenant Admin account.
* The Scheduled Transaction Report must be created. Refer: **[How to create a scheduled Transaction Report](https://oloid.help/en/articles/8446424-how-to-create-a-scheduled-transaction-report)**

## Steps to configure Scheduled Transaction Report

1. Log in to the **Tenant Admin Portal**.
2. On the homepage, click **Reports > Scheduled** on the left menu panel.

   ![Image](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8455213/2e08283c-a56f-458e-9d41-18105e9a37dc-c9b9a4d0.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=b4b2f0364d21790df6431dafb5b75a54)

   The **Scheduled Reports** page is displayed.
3. Select a report name of transaction **Report Type** to edit.

   ![Image](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8455213/d8b1f658-dcf2-422a-9cfd-3120a07b410c-e5e643b8.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=6d8ee496cc283d8080c68f0cbdc1bcfe)

   The report type detail page is displayed.

   ![How to configure a scheduled... - screenshot 1](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8455213/image-500a966c.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=52bcaf7ba484f52a7451add5d109909f)
4. Do the following:
   1. **Settings** tab:
      1. Enter **Report Description**.
      2. Enter time unit for **Frequency**.
      3. Select a supported frequency: **Day**, **Hour**, **Minutes**.
      4. Enter **Recipient Emails**.
   2. **Endpoints** tab:
      1. Click **+ Add Endpoint**.

         ![Image](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8455213/acbf3d75-01fc-4eb5-bbe9-57420dc57bf3-4e0e67b3.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=acbb2ef14876c9d6c7793b03f6338211)

         The **Add Endpoint** pop-up box is displayed

      2. Select **Endpoint**(s) to send transaction reports to the recipient emails.

         > [!NOTE]
         >
         > **Note:** Multiple endpoints can be added from the dropdown.

      3. Click **Add**.

         ![How to configure a scheduled... - screenshot 2](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8455213/image-3b3c6e53.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=bac85d91ec9161023c44045e624bc3ab)
5. Click **Save**.
   The transaction report is configured.

   ![How to configure a scheduled... - screenshot 3](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8455213/image-45f14400.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=3c2a0f9eadc67424f447ea743b9ced00)

On the **Scheduled Reports** page, turn on the **Status** option to send scheduled transaction reports to the specified email address(es) of recipients.

![Image](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8455213/5aabdf12-2ef6-4aa6-9426-91230cb4966e-faba11e1.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=bd4a901b335c3b51f20c3911fd18e6f5)