Reports

Reports

The Reports section helps you manage all report exports across Atlar. It’s where you can download one-off reports, view archived exports, and set up automated schedules to generate reports from dashboards or views. Whether you're exporting for audits, monitoring payments, or sharing recurring updates, this section centralizes it all.

The Reports section includes:

• Archive: Reports generated from Cash Management > Transactions section utilizing the old report functionality
• Schedules: All created and scheduled Schedules
• Reports: Reports generated via the View Builder, Dashboard or Cash Management > Transactions, utilizing the new report functionality

Schedules

The Schedules tab lets you create automated report schedules based on a selected Dashboardor View. These schedules automatically generate and download reports at the frequency you define.

To receive scheduled reports via email, configure your notification settings under Settings > Notifications.

How to create a schedule

Before you start, make sure the dashboard or view you want to use already exists. Learn how to set these up in the View Builder or Dashboard documentation.

To create a new schedule:

1. Click Create New in the top right corner.
2. Select whether you want to schedule a Dashboard or View.
3. Enter a name for the schedule.
4. Choose the dashboard or view you want to use.
5. Set the schedule frequency.
6. Click New Schedule.

Atlar will now generate a report based on the schedule you just created. You can manage the schedule under the Schedules tab and access generated reports in the Reports tab.