Site Admin
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My Account and Site Tour
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Settings
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Content and User
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Classroom and Events
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Reports
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Glossary
Finance Report
A Site Admin can generate and export four types of reportsโCONTENT Report, USERS Report, FINANCE Report, and USAGE Report.ย
To open the Reports page, click the Reports icon on the left panel. There are four tabs for the four report types, CONTENT, USERS, FINANCE, and USAGE.
In the FINANCE tab, you can generate reports based on the period and status of the transaction.
To generate a FINANCE report:
- Open Reports Page.
- Click the FINANCE tab.
- Click the calendar icon in the From and To fields to set the Transaction period.
- From the drop-down menu, choose the type of transaction for which the report needs to be generated.
- Click GENERATE. A preview of the report will be displayed. Click the + button before the Transaction ID to view the Order ID as well.
- Click EXPORT REPORT to download the report as an Excel file.ย