How to Create Scheduled Cloud Reports in Xvantage™

Overview: 

This document outlines the steps to create CMP Scheduled Reports within Xvantage.

Process: 

1. Log in to Xvantage.

2. Hover over the left navigation menu and click My Business. 

3. Next, select Cloud Reports. 

4. In Cloud Reports screen, will see two tabs:

   • Reports

   • Schedule

5. Choose the Schedule tab. 

6. In Schedule tab, you can generate various report categories such as Provisioned Orders, Payments, Service Users, End customers, etc. Report types also include time span reports like Daily Report, Monthly Reports, and Report with every invoice. An option to get reports with customized date range is also available. 

7. Once you've selected your desired report categories, type, and date range, click Schedule Report. 

8. A small pop-up window will be displayed where you should enter the needed details. 

9. Select the report view -- Full or Short. 

10. Select the file type.

11. Finally, click Create. This will save the scheduled report in the Xvantage system.