Overview

Reports can be published onto the Self Service portal for your Contacts to run and view. You are able to choose the reports you wish to publish, this is a global feature and so reports will be published for all Customers.

Guidance

Navigate to the Admin Area > Self Service > select the relevant portal (if you have more than one) > Reports

Tick the box to allow Reports to be viewed in the Self Service Portal.

Select the three dots menu option to choose the reports you would like to publish.