> ## 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 Onboarding Report

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

## Introduction

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

## Pre-Requisite

You must have a Tenant Admin account.

## 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](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8455465/99856871-33c6-4ecb-a397-757e0d40bce8-88dd241c.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=25ebf9139daa12ca5cba2eb31a4f11f9)

   The **Scheduled Reports** page is displayed.
3. Select report name of onboarding report type to edit.

   ![Image](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8455465/11b30811-624c-4144-8ec3-f46430aebb0d-ab96dced.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=d9a169a038c84fe1706cbd9b1ba8d571)

   The report type detail page is displayed.

   ![How to configure Onboarding Report - screenshot 1](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8455465/image-9ffe8c4f.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=69492f6e93d9e6c3b8a2b79cac467f9d)
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](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8455465/dd23c2b3-b3f2-469d-9e3d-6b6916f32c21-82bfbdd1.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=a319ea3188e117ba18d1eb0a5df93180)

   > [!NOTE]
   >
   > **Note:**
   >
   > * Ensure you have sufficient permissions as a **Tenant Admin** before attempting to create the report.
   > * The downloaded file format for reports is XLSX.