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This guide covers how to access reports and create your first report.

Access Reports

Follow these steps to view and manage your generated reports:

  1. Log in to the for your environment:

    • Test:
    • Production:

  2. Click Reports. The Reports landing page opens listing all generated reports.

Create a Report

When creating a report, you must configure its fields to choose the report's name, time-based data range, the report content, and how the report is generated.

  1. Click Create report.

  2. Click the Report type drop-down menu, and choose the report type.

  3. Enter the report name.

  4. Choose the frequency of your report:

FrequencyDescription
One-timeThis is the default. Choose one of these data ranges:<br>Last day: All data from the most recent completed day's 24 hours, from 00:00 to 23:59 system time.<br>Last week: All data from the most recent completed week, from Monday 00:00 to Sunday 23:59 system time.<br>Last month: All data from the most recent completed calendar month, from the first day at 00:00 to its last day at 23:59 system time.<br>Custom: All data from a custom date range. Enter a start date and time and an end date and time.
DailyFrom the drop-down menu, choose which time of day the report will begin processing. This range contains data from the previous 24 hours.
WeeklyChoose a day of the week, and click the drop-down menu to choose which time of day the report will begin processing. This range contains data from the past 7 days.
MonthlyClick the On the drop-down menu to choose the date. Click the At drop-down menu to choose the time. The chosen date and time determine when the report will begin processing. This range contains data from the past month.

  1. For custom ranges, the default start time is 12:00 AM, but you can change it to any valid time. The entered date range cannot exceed 31 days. Only the data from the past 12 months is available, and future dates are not valid.

  2. Click CSV or XML to choose the file format of the report:

  • .csv: recommended; opens in Excel, Google Sheets, and most other spreadsheet software
  • .xml: best for technical users or system integration
  1. Click Generate report. A message stating Your report is processing appears, and the report populates at the top of the list with the status Processing.

Last published: September 29, 2026