Customer Portal - Reports / Documents
Last Modified on 05/13/2026 3:22 pm PDT
Pathway: Customer Portal > Reports/Documents
The "Reports/Documents" button enables users to search for reports and documents associated with the selected account and service locations within a specified time frame. To enable accessibility to reports within the portal, both Account Class Setup 'Access to Reports' and Reports Setup 'Report Portal Access' must be set to 'Yes.'
Upon customer request, custom reports can be created to meet specific needs.
Criteria
The Reports / Documents button is visible from the customer portal, if the following criteria is met.
Report / Document Filter and Descriptions
| Filter | Description |
Select Account
| Filter by the account the reports or documents are for.
|
Select Service Location
| Filter by the service location the reports or documents are for. |
Period
| Filter by the month and year period of the document or report.
|
Select Report
| Filter by the report or document type.
|
Report History
The Report History displays the previous reports that have been completed. To the left of the listed report there is an option to 'download' the report into a PDF.
