The PaymentWorks Training – Reporting Role & Dashboard video provides a detailed walkthrough of the Reporting feature in PaymentWorks, tailored for users assigned the Reporting Role. This training covers essential concepts, navigation tips, and insights into leveraging the dashboards for analyzing vendor and payment data.
What You’ll Learn
- Reporting Role Overview: Understand the permissions and responsibilities associated with the Reporting Role.
- Accessing Dashboards: Step-by-step instructions for navigating the Reporting feature to view dashboards and reports.
- Dashboard Insights: Explore pre-configured metrics, visualizations, and filters to gain actionable insights into vendor and payment performance.
- Generating Reports: Learn how to export data and customize views to meet your reporting needs.
Watch the Training Video
Gain confidence in using the Reporting Role and Dashboard with this comprehensive training. Click here to watch the video.