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