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Share Reports

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Report that is already generated, can now be seamlessly shared through E-Mail or SMS. The stakeholders can click on the link generated and download the reports by authenticating with the OTP sent to them.

To share the report,

  1. Go to PG Dashboard > Reports.
  2. Select a report and click on Share Report.
  3. Fill the required details - Email or Phone and select the expiry time from the drop down.
  4. Click on Share.

The report will be shared through E-Mail or SMS and is available for download until expiry.

00:00: This guide will walk you through the process of sharing, a report using the cash free 00:04: application. 00:06: These instructions will streamline the sharing process for quick and effective communication. 00:11: Access payment, Gateway product. 00:14: Navigate to the report section. 00:17: Download the desired report. 00:20: Locate the specific option or link. 00:23: Click on share report option. 00:26: Enter the recipient's email. 00:29: Click on share and the report will be sent to the recipient. 00:33: This is a small demo of the walkthrough start sharing.

Updated about 1 month ago