On This Page
Report Generation Options
One-time and recurring reports have different generation processes:
One-Time Reports
Generate a report for a specific date range. Used for impromptu analysis, historical
reviews, or specific inquiries.
Recurring Reports
Automatically generate reports on a schedule (daily, weekly, or monthly). Use for
regular reconciliation, ongoing monitoring, and automated workflows.
You can have a maximum of 20 active recurring reports. You can
pause or delete unused reports to stay within this limit.