Learn how to access automatic daily reports in this step-by-step guide. This help guide will cover how to access automatic daily reports.
Recommended Reading Before You Start
Accessing Automatic Daily Reports
Daily reports can be filtered using custom or automatic date ranges. Custom date ranges allow you to select a specific range. Automatic reports use predefined ranges.
For this example we will access the predefined, itemized, automatic report for the current quarter.
1. Navigate to Reports and Select Daily Reports.
2. In the Automatic Reports section navigate to the dropdown menu and select Quarterly.
3. Select Itemized Report.
4. The report will display all itemized transactions for the current quarter.
Note: you can select the Excel or CSV links to export the report.