Reports

Learn about the reporting functionality in CIS.

Reporting functionality is an important part of CIS application. It provides standardized and customized reports to the Suppliers. These reports support business reporting needs.

The reports menu located on the Customer Summary Screen provides access to all the reports grouped based on the following categories:

  • Accounting
  • Billing
  • Operations
  • Property Management

CIS offers you to:

  • View Reports: Certain reports that are already available on screen for immediate viewing.
  • Download Reports: You can download any report in .csv format.
  • Schedule Download: Reports that are too large to be viewed immediately run in the background and can be scheduled using the Scheduled Reports link located in the Administration Menu. The scheduled report goes through three stages:-
    • Pending - At this stage, the report waits in a queue to be picked up by the service.
    • Processing - At this stage, the report is being processed by the service in the background.
    • Complete - At this stage, the report is ready to be viewed and downloaded.