How To Upload a Custom Report

This is often done when Paymate creates a custom report and forwards it to you or you might get a copy of a report from an affiliate or other company. These files have a .RTM extension. Once the report is added to your database, it is backed up and kept along with the rest of your data.

Pre-Requisites

• Have received the .RTM file from Paymate 
• Know where your .RTM file is located on your computer 
  
  

Uploading Your Custom Report

1. In Clarity, log into the company that you want to upload the custom report to.
2. Navigate to Reports > Report Explorer. The Report Explorer window will pop up.
3. In the Report Explorer window, navigate to File > New > Report to create a new report. The Report Builder window will pop up.
4. In the Report Builder window, navigate to File > Load from File...
   
5. Locate your .RTM file from your computer.
6. Select your .RTM file and click “Open”. The report layout is now uploaded.
7. In the Report Builder window, navigate to File > Save As…
   
8. Select the folder where you want to save the report. You can also create a new folder by click on “New folder” icon (e.g."Custom Reports").
9. Enter a "Name" for your report. 
10. Click the "Save" button to save your report. 
    

Tip: If you have multiple companies that you want to see this report in, you must repeat the above steps for each company.

Opening and Printing/Exporting Your Custom Report

1. In Clarity, navigate to Reports > Report Explorer. The Report Explorer window will pop up.
2. Look for the folder where you saved your custom report, in step #8 in the previous section (Uploading Your Custom Report). 
3. Double-click on the name of your custom report, which you saved in step #9 in the previous section (Uploading Your Custom Report). This will open up the preview window of your custom report. 
4. Click the 'print' icon to print your report. The printer dialogue box will pop up. 
   
   You can print the report by selecting your printer and clicking "Print". Alternatively, to export the report to a file, checkmark "Print to File". Select the correct "Type", such as PDF or XLSX (Excel) file. 
   
5. If you are exporting your report, select "Where" you want the file to be downloaded. 
6. Click "OK" to finish exporting your file. The file will be exported to the location and with the name shown in the “Where” field.