How to run a report

1. Open your browser (Internet Explorer, Google Chrome, Safari, etc.) and go to: https://portal.currencypay.com/login

2. Type in your login and password information and click green “Log In” button.

3. Click on “Reports” listed on the left-hand side of the main screen to bring up the Report Sections.

There are three categories, each with a specific type of report to pull.

Select the desired report to pull by clicking the green box to generate.

To pull a more detailed report, click “More Options” to bring more data points to choose from.

4. The Report chosen will generate in the following format. If enough data is pulled, a graph will populate as well to show a timeline.

Reports can also be edited as well by choosing new data points.

To extract the report, click on the download button in the top right corner of the screen to convert the data into an Excel document.

.CSV will download the data in plain text while .XLS will download the file in the full Excel Format.

5. Details of a report will be available below in the graph for view. The columns of the list will vary based on the type of report pulled.

6. To view in further detail, click on the name of the data point to see the full overview

WAS THIS INFORMATION HELPFUL?

Reports / YES

Reports / NO