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Introduction

Onboarding Report contains the records of all the users onboarded to the Oloid Platform.

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Pre-Requisite

You must have a Tenant Admin account. How to create onboarding report - screenshot 1

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Steps to create 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. On the top right, click Create Report. Image The Create Report pop-up box is displayed. How to create onboarding report - screenshot 2
  4. On the pop-up box, do the following:
    1. Enter Report Name.
    2. Select Onboarding report type.
    3. Click Create. The Onboarding report type is created and listed on the Scheduled Reports page. Image
The onboarding report can be configured to schedule the report generation frequency and send it to the customers through email . For details see, How to configure onboarding report.
Note:
  • Ensure you have sufficient permissions as a Tenant Admin before attempting to create the report.
  • The downloaded file format for reports is XLSX.