Configuring a New Report (Step-by-Step Guide)
This video walkthrough shows you how to create and manage scheduled reports from your Ackroo Anywhere dashboard.
Step 1: Open Reporting Module
Log in to your Ackroo Anywhere console.
From the top navigation bar, go to Reporting > Reports.
Step 2: Available Reports
Transaction Reports: Detailed transaction data. [See details]
Cardholder Reports: Cardholder-specific metrics. [See details]
Automotive Reports: Data tailored for automotive programs.
Petroleum Reports: Metrics for petroleum merchants.
Reconciliation Reports: Bank and inter-location reconciliation.
To configure any, click Configure next to the report name.
Step 3: Configuration Options
When setting up a report, specify:
Report Name: Custom title (optional)
Schedule: Frequency (daily, weekly, monthly, custom)
Report Period: Data date range
Format: XLS, PDF, or TXT
Recipients: Email addresses (comma‑separated)
Click Save to activate the schedule.
Step 4: Managing Configured Reports
Switch to the Configured tab to see all active reports. Use the Action menu to:
Run Now: Generate immediately for a custom period
Modify: Change settings
Remove: Delete from schedule
Last updated: 2024-11-13