How To Manually Generate A Report

How To Manually Generate A Report

How To Manually Generate A Report

You will receive automated reports daily, however, occasionally you may need to run a manual/ad-hoc report.

To set up automated reports please click here: How to Enable a Daily Report 

In order to generate a manual report please follow the steps below: 
  1. Login to round.business here.
  2. Select the 3 orange lines at the top of the screen.
  3. Select 'Reports'.
  4. Enter the 'Start' date and time.
  5. Enter the 'End' date and time.
  6. Enter the recipient info (the email address you'd like the report to be sent to).
  7. Tap 'Generate'.
  8. Check your email inbox for the requested report. Please check your spam/junk folders in the event the report doesn't arrive. 
Tap the example image below to expand.



Note: Reports can currently only be generated for up to 4 weeks in the past. If you'd like a report to be generated outside of that time period then please contact our support team at help@round.app and they will generate the report for you. 

Please see below for a video demonstration.



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