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Overview
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The regular reports in our system qualify for extra review by an Admin and we believe custom reports should also have this ability. In this article, we will cover how to finalize a custom report that was under report review as an Admin.
How to finalize Custom Reports
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Log in to the Admin portal
Click on Pending Reports → Awaiting Approval from the left menu panel
Select the new Custom Report
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option from the dropdown filter
Select one or multiple reports
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by checking the checkbox on the right of the report
Click on Submit Selected Reports in
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the options dropdown
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to finalize the selected reports. Or you can continue to step 6 to finalize an individual report.
Click on
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the date/time of the report you would like to finalize from the list
Review the report
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as you would with a regular report
Click on the Finalize / Send Report button
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to submit the finalized report to your client
