> ## 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 create onboarding report

> This document provides a step-by-step guide on how to create an onboarding reports in the oloid platform.

## Introduction

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

## Pre-Requisite

You must have a Tenant Admin account.

![How to create onboarding report - screenshot 1](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8450096/How-to-create-onboarding-report-9f81e00c.gif?s=b26f65d966aa1e02147664a8a530d960)

## 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](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8450096/0101d443-0350-4cf2-abd5-f976fcbf4bc4-6fec02c1.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=6d81465a9e0a2cf155501e960e5ef368)

   The **Scheduled Reports** page is displayed.
3. On the top right, click **Create Report**.

   ![Image](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8450096/065fb0a0-c286-47ca-9c97-48526d1bc9d6-0a1cf19e.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=15d9a6da73f1d7e83414f0121bc4c38f)

   The **Create Report** pop-up box is displayed.

   ![How to create onboarding report - screenshot 2](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8450096/image-2c02edb6.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=22ac19e66f87924b4673caba6c399a50)
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](https://mintcdn.com/oloid-999c42b2/z623-sk7BPOA56ey/images/intercom/8450096/b8359810-f771-4dce-afab-350f2092b899-44c60343.png?fit=max\&auto=format\&n=z623-sk7BPOA56ey\&q=85\&s=8132737d4df993327a7b99e8b3f333d2)

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](https://oloid.help/en/articles/8455465-how-to-configure-onboarding-report).**

> [!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.