# Customer information and reporting

Namirial Notify provides on-demand and scheduled transaction reports for site
administrators and report managers. Reports cover activity across all enabled
services and can be scoped to a single user or to the entire site.

## Access requirements

The reporting features require the `ReportAdmin` role. In addition, the site
must have **Enable reports** turned on. Attempting to access reports on a site
where reporting is disabled will not show the reporting options.

Scheduled FTP exports and monthly invoice reports each have their own
per-site toggle (see [Enabling reports on a site](/products/namirialnotify/deployment/create-customer-site#reporting-options)).

## Available services

Reports can be generated for any of the following services:

- EviMail
- EviSMS
- EviNotice
- EviSign
- EviPost


Each report is scoped to a single service per request.

## Report scope

| Scope | Description |
|  --- | --- |
| `User` | Transactions submitted by the requesting user |
| `Site` | All transactions for the entire site |
| `OtherUser` | Transactions submitted by a specific user (admin use) |


## Time spans

| Span | Description |
|  --- | --- |
| `Range` | Custom start and end date |
| `OneDay` | Previous day (last complete day) |
| `SevenDays` | Last 7 days |
| `ThirtyDays` | Last 30 days |
| `LastWorkDay` | The most recent working day (skips weekends) |
| `LastWeek` | The previous full calendar week |
| `LastMonth` | The previous full calendar month |


## Date filter

Reports can be filtered by one of two date fields:

| Filter | Description |
|  --- | --- |
| `Submitted` | Date on which the transaction was submitted |
| `Closed` | Date on which the transaction reached a terminal state |


## Output formats

| Format | Description |
|  --- | --- |
| `CsvZip` | CSV files packaged in a ZIP archive |
| `Excel` | Microsoft Excel workbook |


## Scheduled reports

A site with **Enable FTP report** turned on delivers reports automatically at
the configured export time each day. The schedule is expressed as a time of day
(HH:MM) and runs once every 24 hours.

FTP report delivery requires the destination to be configured by your Namirial
Notify operator. Some deployments may use SFTP according to environment
configuration.
The report export time is set on the site management screen.

## Invoice reports

When **Enable invoice report** is turned on, Namirial Notify sends a monthly
summary report to the invoicing email address registered on the site.

Enabling invoice reports without setting an invoicing email address on the site
will fail validation. Set the invoicing email before enabling this option.

## Related

- [Create and manage customer sites](/products/namirialnotify/deployment/create-customer-site)
- [Deployment overview](/products/namirialnotify/deployment)