Customized Reporting
Do you have clients who have specific needs and information that they want? It would be a hassle to create a specific Report for every since information request from a client. Let’s simplify it!
In this tutorial, we will show you the new Customized Reporting feature within the Settlement Page.
Go to the Settlements Page under Recycling (click this link to know how).
Click on the Print/Download New button at the top of the page.
Select the type of Customized Report you want to use.
Then select if you want to Print, Download or just Preview the Report first by clicking these buttons below. (Print Format, Amount and type of Printer may also be selected)
