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Introduction

This document provides instructions to create and download a User Transactions Report that contains user transaction details across the associated endpoints in the Tenant Admin Portal.

Prerequisite

You must have admin access to the Tenant Admin Portal.

Steps to Create and Download User Transactions Report

  1. Log in to the Tenant Admin Portal.
  2. On the homepage, click Reports > Ad-Hoc in the left menu panel. How to Create and Download User... - screenshot 1 The Ad-Hoc Reports page is displayed. How to Create and Download User... - screenshot 2
  3. Do one of the following methods to download the report.
    1. Click Create Report > User Transactions. How to Create and Download User... - screenshot 3 OR
    2. Select User Transactions from the left menu panel, and then click Create Report. How to Create and Download User... - screenshot 4 The Create User Transactions Report pop-up box is displayed.
  4. Do the following:
    1. Select the date and time from the calendar for From Date & Time (Mandatory).
    2. Select the date and time for To Date Time (Optional).
    3. Click Download. How to Create and Download User... - screenshot 5 The User Transactions Report is downloaded to your device and listed on the Ad-Hoc Reports page.
      Note: The downloaded file format for reports is XLSX.
      How to Create and Download User... - screenshot 6