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About Partner Configuration

In this section, you'll find information about service integrations and payment methods to streamline your operations.

  • 1. Run the report needed
  • 2. Click right on any section of the dashboard
  • 3. Click 'Export'
  • 4. Save your report
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  1. 1. Click Report Settings and select the items needed to customize your report.
  2. 2. Once all items are selected (or unselected) as needed, click 'apply'.
  3. 3. Click 'save' (disk logo):
    In this section you can create your own report name.
  4. 4. Click 'Save new report'.
  5. 5. Click the Report Options (three dots).
  6. 6. Besides downloading your new template, you can also share your template via Link.
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