How to Create a Report

Generate / create a report using web app

Ernest S avatar
Written by Ernest S
Updated over a week ago

  1. Log into your web app:

  2. Go to REPORTS section (from left hand nav):

  3. Choose DOCUMENTS (in case if you need report for your Documents). For other types, see Overview section 

  4. Click on "CREATE REPORT"  tab to open it, as shown below:

  5. Select Date Range to capture ALL your receipts
  6. Toggle On Include Images to create  Zip file with images, if needed

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

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