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The Reports module provides a library of pre-built reports that you can run on demand or schedule for recurring delivery.
UMS Reports page listing available pre-built reports

Quick actions

At the top of the Reports page:
  • View Report History — See previously generated reports and download their results
  • Schedule Management — Manage recurring report schedules
Top-right buttons:
  • Refresh — Reload the reports list
  • View History — Jump to report execution history

Available reports

There are 14 available reports, each with a description and Run / Schedule buttons:

Running a report

1

Find the report you need

Locate the report in the list of available reports.
2

Click Run

If the report requires parameters, a form will appear asking for date ranges, accounts, or other filters.
3

Wait for generation

The report generates in the background.
4

Download the result

You will receive a notification when it is ready to download.

Scheduling a report

Click Schedule on any report to set up recurring generation (for example, weekly or monthly). Completed reports are delivered via notification.