Reporting Handoff

Reporting Handoff is a service that generates and securely delivers data extracts and documents from Conferma to your organisation. A set of standard reports is available through this service, which can then be tailored to your requirements.

How it Works

1. Generates your report based on the selected report type and parameters (such as date range, card pool, card pool group, or consumer).

2. Applies your chosen formatting and preferences, such as date formats, columns, and order.

3. Delivers the output securely to your configured locations (FTPS, SFTP) on a schedule.

Customers can contact their Conferma account manager to begin the setup process for Reporting Handoff.