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How to Create a Yearly Report

How to create an annual report for 2022, 2023, 2024 etc..

Updated over 3 months ago

Inside the web portal:

1. Go here https://app.veryfi.com/reports/

2. Click on CREATE A REPORT (blue button on top right)

3. Select the following settings (screenshot attached/below)

4. Click the CREATE REPORT button at the bottom of the modal.

Inside Mobile app

  1. From the footer menu, press REPORT

  2. Fill out the settings as shown below (Start & End Dates, Report Format PDF)

  3. Hit Next until you reach the last screen (3 steps), where you will see a CREATE REPORT button.

  4. Click CREATE REPORT button to create your report.

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