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Overview
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This article outlines how to go about finalizing/approving a pending custom report in the Admin Portal.
How to Finalize a Pending 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
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report 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
