This article is about creating and downloading reports from the platform.
1. From the Home page on the Reveel platform, go to the Reports tab.
2. Then go to Create a Report.
3. Filter the data you'd like to obtain based on the drop-down menu options:
- Report type
- Select Carrier Accounts (UPS or FedEx or both)
- Invoice date
- Date range
- Report frequency
4. You may choose to change the file name by editing the "Report Name".
5. Finally, click on Create a Report button.
6. You will see the created report on the Download a Report page under the In Progress & Scheduled Reports section.
7. When the report is done processing, you will see it in the Completed Reports section. On the right-hand side, you will see the Download option.
