Swil Unify's Reporting Feature

Swil Unify's Reporting Feature

Utilizing the Reports Feature of Swil Unify


Welcome to the Swil Unify platform where you can conveniently access shared transaction reports and download them as needed. This article will guide you through viewing and downloading a report step by step.

 

 

Open the Swil Unify on your system to initiate the process: 

Step:1- Accessing Swil Unify:

  • You can access the login screen here.

  • Enter your registered email address in the provided field.

  • Input your password in the password field.

  • Now, click on the "Login" option.


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Step 2- Navigate to Reports:

  1. Navigate to the Dashboard screen once logged in.
  2. Locate the Reports feature and click it to view reports or related information.

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Step:3- Viewing Reports:

  1. View all uploaded reports along with the following details: Report Name, Report Date, Receiver, Uploaded Date, Report Type, File Type.
  2. The email ID appearing in the receiver column will be, where the MR report has been received.
  3. Apply filters based on the uploaded date as needed.
  4. ​Search for reports by Report name and Receiver name.
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Step:4- Downloading Reports

  1. To download a report, first select the desired report. For example, if you want to download the "Invoice Wise Profit Report," click on it.
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  • Once you've selected a report, its details will be displayed.

  • Click on the Download option.

  • You will be prompted to choose between two options: PDF and Excel. Select the format that is required.

 

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