How do I create custom reports?

To generate a report in CSV format, please follow these steps:

1. Login to your Zip Dashboard
2. Click 'Settings'>'Disbursements'
3. Select the frequency you'd like to receive these automated reports, then click 'Save'
4. Create a custom report by entering specific dates, then click 'Create' and 'Click here' as highlighted in the screenshot below:

This will download a CSV report with the details of each order within the date ranges.

Please note that only users with the following access have the ability to generate CSV reports: managers, franchise managers, reporting users, admin users, web managers.