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Introduction

The onboarding report can be configured to schedule the report generation frequency and send it to the customers through email.

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Pre-Requisite

You must have a Tenant Admin account.

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Steps to configure Onboarding Report

  1. Log in to the Oloid Portal.
  2. On the homepage, click Reports > Scheduled on the left menu panel. Image The Scheduled Reports page is displayed.
  3. Select report name of onboarding report type to edit. Image The report type detail page is displayed. How to configure Onboarding Report - screenshot 1
  4. On the Settings tab, do the following:
    1. Enter Report Description.
    2. Select Connection(s).
    3. Enter time unit for Frequency.
    4. Select the frequency for generating the report.: Day, Hour, Minutes.
    5. (Optional)Turn on Enable onboarded users only to allow those users’ data in the report whose ‘faces’ have been onboarded.
    6. Enter Recipient Emails.
    7. Click Save. The onboarding report is configured.
  5. On the Scheduled Reports page, turn on the Status option to send scheduled onboarding reports to the specified email address(es) of recipients. Image
    Note:
    • Ensure you have sufficient permissions as a Tenant Admin before attempting to create the report.
    • The downloaded file format for reports is XLSX.