The Automated Reports tab can be accessed in the Customize section of Settings

This feature gives administrators the option to receive reports automatically at their desired email address, based on the frequency, time and properties they indicate.


Automated Reports can be accessed at the Merchant level, Group level, and the Partner level.

To set up an Automated Report, access Settings > Customize > Automated Reports. Click New Report, and select the Type of report you would like received, along with the Frequency of report and Time you would like report to be received. Select the Email address where you would like the report sent to, and select the identifier you would like used to identify the report.