Purpose

Know how to locate reports in the 'Report Centre'.  The Report Center is the central location where users can access, generate and manage various reports within the application. 

It provides users with detailed insights, the ability to track performance and analyse data and ultimately make more informed decisions based on customisable or pre-configured report templates.

Steps

1. Login into PaySuite using the appropriate credentials.

2. Once logged in, the 'Report Centre' dashboard displays as the default page.  

   NOTE:  There are a list of navigation options in the left panel.

3. In the System menu, select the last in the list:  'Report Center' to open the Report Center page.
4. To generate new reports, click on  “+ Report Task” located on the right side as highlighted in the image below

Available reports in 'Report Center'

Check out the table below for the reports that can be pulled from “Report Center”.

To extract reports

1. Locate the specific report to extract from the list of reports. 
2. Click the '+ Report Task'  button (top right corner as highlighted below).

NOTE:  Reports can be extracted on a set, recurring schedule as highlighted in the screenshot below.

2. Select an item under 'Condition' by clicking the 'hamburger' icon.

3. Choose the relevant option. 

   Note:  Mandatory fields must be populated (remaining fields are optional).

4. Once  the values have been selected, click on 'Create'.

Select and enter the desired report details from the choices below:

5. The report is automatically generated and placed 'in queue'.  
6. Once the generated report status changes to 'Completed' it is automatically downloaded to a folder on the PC, ready to review.