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How to Create a Report

Generate / create a report using web app

  1. Log into your web app: https://app.veryfi.com/

  2. Go to REPORTS section (from left hand nav): https://app.veryfi.com/reports/
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  3. Choose DOCUMENTS (in case if you need report for your Documents). For other types, see Overview section 
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  4. Click on "CREATE REPORT"  tab to open it, as shown below:

 
5. Select Date Range to capture ALL your receipts
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6. Toggle On Include Images to create  Zip file with images, if needed
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  7. Click "Show Advanced Options" tab to enter in all the fields you want the Report to factor in. It opens as shown below:

8. Press the "CREATE REPORT" blue button.
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9. In under 5 mins a report will appear in the list / historical reports section as shown below:

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