Reporting - Generating and Utilizing Reports in the Business Center
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09/01/2026 15:15 PM
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Introduction
This resource provides guidance on how to use reporting and it's different functionalities. It also covers unique situations that apply to the reporting service. Reports are typically available within six hours of the time they are created/requested in Business Center.
Instructions
In order to create a report, Reporting Permissions must be enabled for your user account. If you do not have Reporting Permissions enabled please contact your account administrator.
Create a Report in Business Center
Sign in to the Business Center
Select Reports > Downloadable Reports > Report Subscription Management.
Select Create custom subscription
From Basic Report Setup, select report properties: Report Name, Format, Report Type, and Frequency.
From Advanced Report Features, select the report fields to display on your report.
Select Create from bottom right.
Additional Information
Most clients generate their reports at the beginning of the month, which may result in latency. If you encounter latency exceeding six hours, please contact Client Services for assistance.
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